0001362987-22-000001.txt : 20220111 0001362987-22-000001.hdr.sgml : 20220111 20220111122116 ACCESSION NUMBER: 0001362987-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220111 DATE AS OF CHANGE: 20220111 EFFECTIVENESS DATE: 20220111 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ELM ADVISORS, LLC CENTRAL INDEX KEY: 0001362987 IRS NUMBER: 141928374 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12682 FILM NUMBER: 22523280 BUSINESS ADDRESS: STREET 1: 111 ANZA BOULEVARD STREET 2: SUITE 120 CITY: BURLINGAME STATE: CA ZIP: 94010 BUSINESS PHONE: 650-697-3013 MAIL ADDRESS: STREET 1: 111 ANZA BOULEVARD STREET 2: SUITE 120 CITY: BURLINGAME STATE: CA ZIP: 94010 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001362987 XXXXXXXX 12-31-2021 12-31-2021 ELM ADVISORS, LLC

111 ANZA BOULEVARD SUITE 120 BURLINGAME CA 94010

13F HOLDINGS REPORT 028-12682 N Hasina Khan 650-697-3013 Hasina Khan Burlingame CA 01-11-2022 0 90 179932 false INFORMATION TABLE 2 FinalELM12312021.xml AMAZON COM INC COM Stock 023135106 2531 759 SH SOLE 0 0 0 759 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 168 10632 SH SOLE 0 0 0 10632 INVESCO QQQ TRUST ETF 46090E103 2394 6017 SH SOLE 0 0 0 6017 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 1095 6300 SH SOLE 0 0 0 6300 OLD REP INTL CORP COM Stock 680223104 303 12330 SH SOLE 0 0 0 12330 JOHNSON & JOHNSON COM Stock 478160104 850 4969 SH SOLE 0 0 0 4969 WASTE MGMT INC DEL COM Stock 94106L109 1128 6760 SH SOLE 0 0 0 6760 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 16594 68731 SH SOLE 0 0 0 68731 COSTCO WHSL CORP NEW COM Stock 22160K105 1081 1904 SH SOLE 0 0 0 1904 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 308 6300 SH SOLE 0 0 0 6300 PROCTER AND GAMBLE CO COM Stock 742718109 1149 7023 SH SOLE 0 0 0 7023 COCA COLA CO COM Stock 191216100 573 9676 SH SOLE 0 0 0 9676 GENERAL MLS INC COM Stock 370334104 202 3000 SH SOLE 0 0 0 3000 UNITED PARCEL SERVICE INC CL B Stock 911312106 257 1200 SH SOLE 0 0 0 1200 VANGUARD REAL ESTATE ETF ETF 922908553 5392 46480 SH SOLE 0 0 0 46479 INTEL CORP COM Stock 458140100 821 15950 SH SOLE 0 0 0 15950 MERCK & CO INC COM Stock 58933Y105 644 8401 SH SOLE 0 0 0 8401 SPDR S&P 500 ETF ETF 78462F103 10694 22516 SH SOLE 0 0 0 22516 ISHARES MSCI JAPAN ETF ETF 46434G822 301 4500 SH SOLE 0 0 0 4500 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF 922042718 1089 8132 SH SOLE 0 0 0 8132 FEDEX CORP COM Stock 31428X106 440 1700 SH SOLE 0 0 0 1700 SHERWIN WILLIAMS CO COM Stock 824348106 2034 5775 SH SOLE 0 0 0 5775 PEPSICO INC COM Stock 713448108 362 2085 SH SOLE 0 0 0 2085 ISHARES CALIFORNIA MUNI BOND ETF ETF 464288356 1046 16775 SH SOLE 0 0 0 16775 KIMBERLY-CLARK CORP COM Stock 494368103 264 1848 SH SOLE 0 0 0 1848 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 250 2195 SH SOLE 0 0 0 2195 ISHARES S&P SMALL-CAP FUND ETF 464287804 5249 45836 SH SOLE 0 0 0 45836 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 860 2875 SH SOLE 0 0 0 2875 COMCAST CORP NEW CL A Stock 20030N101 347 6885 SH SOLE 0 0 0 6885 MICROSOFT CORP COM Stock 594918104 832 2473 SH SOLE 0 0 0 2473 ISHARES EUROPE ETF ETF 464287861 218 4000 SH SOLE 0 0 0 4000 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 8112 18 SH SOLE 0 0 0 18 VANGUARD ESG U.S. STOCK ETF ETF 921910733 1115 12683 SH SOLE 0 0 0 12683 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 7379 32647 SH SOLE 0 0 0 32647 VANGUARD MID-CAP INDEX FUND ETF 922908629 3393 13319 SH SOLE 0 0 0 13319 VANGUARD LARGE-CAP INDEX FUND ETF 922908637 6949 31440 SH SOLE 0 0 0 31440 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 245 3350 SH SOLE 0 0 0 3350 VANGUARD S&P 500 ETF ETF 922908363 8813 20187 SH SOLE 0 0 0 20187 SPDR S&P MIDCAP 400 ETF ETF 78467Y107 7401 14296 SH SOLE 0 0 0 14296 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 3353 52750 SH SOLE 0 0 0 52750 ISHARES RUSSELL 2000 ETF ETF 464287655 1220 5485 SH SOLE 0 0 0 5485 ENTERGY CORP NEW COM Stock 29364G103 248 2200 SH SOLE 0 0 0 2200 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 767 4288 SH SOLE 0 0 0 4288 VANGUARD VALUE INDEX FUND ETF 922908744 4166 28320 SH SOLE 0 0 0 28320 VANGUARD GROWTH INDEX FUND ETF 922908736 273 850 SH SOLE 0 0 0 850 ISHARES MICRO-CAP ETF ETF 464288869 264 1889 SH SOLE 0 0 0 1889 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 823 7691 SH SOLE 0 0 0 7691 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 698 13585 SH SOLE 0 0 0 13585 CALIFORNIA WTR SVC GROUP COM Stock 130788102 290 4032 SH SOLE 0 0 0 4032 GENUINE PARTS CO COM Stock 372460105 530 3780 SH SOLE 0 0 0 3780 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 2079 24535 SH SOLE 0 0 0 24535 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 17042 278093 SH SOLE 0 0 0 278093 GENERAL DYNAMICS CORP COM Stock 369550108 912 4375 SH SOLE 0 0 0 4375 MCDONALDS CORP COM Stock 580135101 697 2601 SH SOLE 0 0 0 2601 AMETEK INC COM Stock 031100100 235 1600 SH SOLE 0 0 0 1600 DOVER CORP COM Stock 260003108 376 2071 SH SOLE 0 0 0 2071 ISHARES RUSSELL MID-CAP ETF ETF 464287499 3300 39760 SH SOLE 0 0 0 39760 ISHARES BIOTECHNOLOGY FUND ETF 464287556 825 5406 SH SOLE 0 0 0 5406 ISHARES CORE S&P 500 ETF ETF 464287200 11001 23063 SH SOLE 0 0 0 23062 UNION PAC CORP COM Stock 907818108 1046 4152 SH SOLE 0 0 0 4152 JPMORGAN CHASE & CO COM Stock 46625H100 572 3612 SH SOLE 0 0 0 3612 CHEVRON CORP NEW COM Stock 166764100 561 4780 SH SOLE 0 0 0 4780 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 2235 43771 SH SOLE 0 0 0 43771 BK OF AMERICA CORP COM Stock 060505104 284 6375 SH SOLE 0 0 0 6375 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 765 5722 SH SOLE 0 0 0 5722 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1600 32345 SH SOLE 0 0 0 32345 TARGET CORP COM Stock 87612E106 255 1100 SH SOLE 0 0 0 1100 PFIZER INC COM Stock 717081103 228 3855 SH SOLE 0 0 0 3855 3M CO COM Stock 88579Y101 580 3265 SH SOLE 0 0 0 3265 SPDR S&P INTERNATIONAL SMALL CAP ETF ETF 78463X871 541 14330 SH SOLE 0 0 0 14330 HP INC COM Stock 40434L105 401 10632 SH SOLE 0 0 0 10632 APPLIED MATLS INC COM Stock 038222105 521 3310 SH SOLE 0 0 0 3310 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1950 26679 SH SOLE 0 0 0 26679 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 861 8241 SH SOLE 0 0 0 8241 DAILY JOURNAL CORP COM Stock 233912104 756 2120 SH SOLE 0 0 0 2120 KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103 228 1103 SH SOLE 0 0 0 1103 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 552 6830 SH SOLE 0 0 0 6830 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 273 4373 SH SOLE 0 0 0 4373 AGILENT TECHNOLOGIES INC COM Stock 00846U101 423 2649 SH SOLE 0 0 0 2649 LOWES COS INC COM Stock 548661107 355 1375 SH SOLE 0 0 0 1375 DEERE & CO COM Stock 244199105 665 1939 SH SOLE 0 0 0 1939 COLGATE PALMOLIVE CO COM Stock 194162103 294 3443 SH SOLE 0 0 0 3443 PAYPAL HLDGS INC COM Stock 70450Y103 273 1450 SH SOLE 0 0 0 1450 AUTOZONE INC COM Stock 053332102 222 106 SH SOLE 0 0 0 106 ISHARES S&P MIDCAP FUND ETF 464287507 357 1262 SH SOLE 0 0 0 1262 VANGUARD TAX-EXEMPT BOND ETF ETF 922907746 2163 39395 SH SOLE 0 0 0 39395 ISHARES MSCI EAFE ETF ETF 464287465 950 12070 SH SOLE 0 0 0 12070 APPLE INC COM Stock 037833100 6027 33941 SH SOLE 0 0 0 33941 WEC ENERGY GROUP INC COM Stock 92939U106 614 6322 SH SOLE 0 0 0 6322 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 1401 15321 SH SOLE 0 0 0 15321