10Elms LLP Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$96.8B

Holdings

521

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (521 positions)

#StockSharesValue% PortfolioType
1
AQLTISHARES CORE MSCI EAFE ETF
108,535$7.6B7.88%
2
XLKTECHNOLOGY SELECT SECTORSPDR ETF IV
20,271$4.7B4.87%
3
XLVSELECT SECTOR HEALTH CARE SPDR ETF
26,579$3.7B3.78%
4
QUALISHARES MSCI USA QLTY FACT ETF
18,617$3.3B3.42%
5
IEMGISHARES CORE MSCI EMERGING ETF
63,067$3.3B3.40%
6
USMVISHARES MSCI USA MIN VOLFCTR ETF
34,591$3.1B3.17%
7
SCHDSCHWAB US DIVIDEND EQUITY ETF
101,092$2.8B2.85%
8
BNDVANGUARD TOTAL BOND MARKET ETF
38,063$2.7B2.83%
9
SPYSPDR S&P 500 ETF IV
4,379$2.6B2.65%
10
MTUMISHARES MSCI USA MOMNTUMFCT ETF
11,180$2.3B2.39%
11
XLFSELECT STR FINANCIAL SELECT SPDR ETF
45,833$2.2B2.29%
12
BNDXVANGUARD TOTAL INTERNATIONAL BND ETF
43,516$2.1B2.21%
13
XLISELECT SECTOR INDUSTRIALSPDR ETF
15,733$2.1B2.14%
14
IWMISHARES RUSSELL 2000 ETF
8,356$1.8B1.91%
15
USIGISHARES BRD USD INV GRD CORP BD ETF
35,035$1.8B1.82%
16
B 0 01/16/25US TREASURY BILL25U S T BILL DUE 01/16/25
1,691,000$1.7B1.74%
17
XLYSPDR FUND CONSUMER DISCRE SELECT ETF
6,908$1.5B1.60%
18
VLUEISHARES MSCI USA VALUE FACTOR ETF
13,077$1.4B1.43%
19
XLCCOMMUNICAT SVS SLCT SEC SPDR ETF IV
13,311$1.3B1.33%
20
VYMIVANGUARD INTERNATNL HGH DIV YLD ETF
17,601$1.2B1.23%
21
XLFISPDR FUND CONSUMER STAPLES ETF
14,124$1.1B1.15%
22
IBDRISHRS IBNDS DEC 2026 TRMCORP ETF
45,569$1.1B1.13%
23
VTIVANGUARD TOTAL STOCK MARKET ETF
3,668$1.1B1.10%
24
IBDTISHARES IBONDS DEC 2028 TERM ETF
39,151$974.9M1.01%
25
IBDQISHR IBND DEC 2025 TRM ETF
33,264$833.3M0.86%
26
BXBLACKSTONE INC
4,714$812.8M0.84%
27
SOXXISHARES SEMICONDUCTOR ETF
3,310$713.3M0.74%
28
KKRKKR & CO INC
4,594$679.5M0.70%
29
EMBISHARES JPMORGAN USD MTSBOND ETF
7,629$679.3M0.70%
30
LQDISHARES IBOXX INVT GRADEBOND ETF IV
6,251$667.9M0.69%
31
XLUSELECT SECTOR UTI SELECTSPDR ETF
8,718$659.9M0.68%
32
IBHEISHARES IBND 2025 TRM HGH YLD ETF
28,318$657.0M0.68%
33
VTVVANGUARD VALUE ETF
3,761$636.7M0.66%
34
IBDSISHARES IBONDS DEC 2027 TERM ETF
26,070$624.6M0.65%
35
EPDENTERPRISE PRODS PART LP
19,818$621.5M0.64%
36
ABALLIANCEBERNSTEIN HLD LP
15,971$592.4M0.61%
37
XLREREAL ESTATE SELECT SCTR SPDR ETF IV
12,995$528.5M0.55%
38
FNDASCHWAB FUNDAMNTL US SML COM ETF
17,264$512.7M0.53%
39
AMZNAMAZON.COM INC
2,320$509.0M0.53%
40
PFFISHARES PREFERRED INCOMESEC ETF
15,615$490.9M0.51%
41
IBMOISHARES IBONDS DEC 2026 TRM MUNI ETF
19,204$488.9M0.51%
42
DVYEISHARES EMERGING MARKETSDIV ETF
17,871$461.6M0.48%
43
XLBSPDR FUND MATERIALS SELECT SECTR ETF
5,476$460.8M0.48%
44
XLEENERGY SELECT SECTOR SPDR ETF
5,352$458.5M0.47%
45
TIPISHARES TIPS BOND ETF
3,968$422.8M0.44%
46
IBMPISHARES IBONDS DEC 2027 TRM MNI ETF
16,194$407.1M0.42%
47
IBMRISHARES IBONDS DEC 2029 TM MN BD ETF
16,200$404.7M0.42%
48
EMLPFIRST TRUST NORTH AMERICAN ENERG ETF
11,343$404.4M0.42%
49
GOOGLALPHABET INC CLASS A
2,120$401.4M0.41%
50
IAUISHARES IBND DEC 2025 TRM MUN BD ETF
14,385$382.9M0.40%
51
IBMQISHARES IBND DC 2028 TRMMUNI ETF
15,160$381.7M0.39%
52
HYGISHARES IBOXX HIGH YIELDBOND ETF
4,772$375.3M0.39%
53
FLRNSPDR BLOOMBERG INT GRD FLT RT ETF
11,440$351.6M0.36%
54
TX NRTTRN 4 01/01/2039NORTH TEX TWY AUTH 39TOLL TRAN DUE 01/01/39
350,000$348.2M0.36%
55
MSFTMICROSOFT CORP
740$311.9M0.32%
56
NTRS 4.7 PERP ENORTHERN TRUST PFDPFD SER E
15,400$309.8M0.32%
57
CATCATERPILLAR INC
852$309.1M0.32%
58
GOOGALPHABET INC CLASS C
1,600$304.7M0.31%
59
GDV 4.25 PERP KGABELLI DIVID PFDPFD SER K
14,814$280.4M0.29%
60
IBBISHARES BIOTECHNOLOGY ETF
2,025$267.7M0.28%
61
TX AUSHGR 4 08/01/2035AUSTIN TEX CMNTY CO 35COLL EDUC DUE 08/01/35XTRO
250,000$252.7M0.26%
62
TX BRLUTL 4 03/01/2030BURLESON TEX WTR & 30WRSR UTIL DUE 03/01/30
250,000$250.0M0.26%
63
NY NYSHGR 5 07/01/2045NEW YORK ST DORM AU 45UNIV EDUC DUE 07/01/45
250,000$247.8M0.26%
64
DTECALPS DISRUPTIVE TECHNOLOGIES ETF
5,456$247.3M0.26%
65
TX CRNWTR 4 02/15/2033CRANE CNTY TEX WTR 33GO UTX DUE 02/15/33OID
225,000$225.1M0.23%
66
GAB 5 PERP GGAMCO INVESTORS, PFDPFD SER G
10,500$222.1M0.23%
67
ENFRALERIAN ENERGY INFRASTRUCTURE ETF
7,100$221.2M0.23%
68
MUBISHARES NATIONAL MUNI BOND ETF
2,050$218.4M0.23%
69
GGT 5.125 PERP GTHE GABELLI PFDPFD SER G
9,197$213.0M0.22%
70
BCV 5.375 PERP ABANCROFT PFDPFD SER A
9,482$212.3M0.22%
71
IBHFISHARES IBND 2026 TRM HGYD INCM ETF
9,015$208.7M0.22%
72
TX GULUTL 5 10/01/2033GULF COAST WASTE DI 33SWR UTIL DUE 10/01/33XTRO ASSURED GUARANTY MU
200,000$201.9M0.21%
73
KS SEDFAC 4 08/01/2029SEDGWICK CNTY KANS 29FAC BLDG DUE 08/01/29
200,000$200.1M0.21%
74
CWISPDR MSCI ACWI EX-US ETF
7,075$197.7M0.20%
75
PEPPEPSICO INC
1,296$197.1M0.20%
76
WFCWELLS FARGO & CO
2,601$182.7M0.19%
77
IBDUISHARES IBONDS DEC 2029 TERM ETF
7,800$177.8M0.18%
78
KMIKINDER MORGAN INC DEL
6,478$177.5M0.18%
79
BRK/BBERKSHIRE HATHAWAY CLASS B
390$176.8M0.18%
80
WMBWILLIAMS COS INC
3,149$170.4M0.18%
81
VOVANGUARD MID CAP ETF
640$169.0M0.17%
82
ACP 5.25 PERP AABRDN ASSET M PFDPFD SER A
7,800$169.0M0.17%
83
BWXTBWX TECHNOLOGIES INC
1,506$167.8M0.17%
84
NVDANVIDIA CORP
1,230$165.2M0.17%
85
AAPLAPPLE INC
650$162.8M0.17%
86
ITA*ISHARES US AEROSPACE DEFENSE ETF
1,100$159.9M0.17%
87
IHAKISHARES CYBERSECURITY AND TECH ETF
3,200$156.1M0.16%
88
PSXPHILLIPS 66
1,354$154.3M0.16%
89
AVGOBROADCOM INC
650$150.7M0.16%
90
NY MTATRN 4 11/15/2036METROPOLITAN TRANSN 36COMB TRAN DUE 11/15/36XTRO
150,000$150.1M0.16%
91
COSTCOSTCO WHSL CORP NEW
160$146.6M0.15%
92
BNS 5.25 06/12/28BANK NOVA SCOTI 28F DUE 06/12/28
145,000$146.5M0.15%
93
VBRVANGUARD SMALL CAP VALUEETF
722$143.1M0.15%
94
KNGFT VST S P 500 DIV ARISTTRGT ETF
2,825$141.8M0.15%
95
NY MTATRN 4 11/15/2032METROPOLITAN TRANSN 32COMB TRAN DUE 11/15/32XTRO
140,000$140.7M0.15%
96
TX ARLEDU 4 08/15/2044ARLINGTON TEX HIGHE 44CHAR EDUC DUE 08/15/44OID XTRO
150,000$139.0M0.14%
97
MCDMCDONALDS CORP
450$130.4M0.13%
98
IL ILSHSG 1.4 10/01/2030ILLINOIS HSG DEV 30SING HSG DUE 10/01/30XTRO
150,000$127.1M0.13%
99
TFC 1.125 08/03/27 MTNTRUIST FINL COR 27 DUE 08/03/27
130,000$118.0M0.12%
100
LNGCHENIERE ENERGY INC
541$116.2M0.12%
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