10Elms LLP

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CIK 2056650

13F portfolio (2026-Q1)

$147M

Positions

206

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

206

Top 5

28.4%

Top 10

41.6%

Effective N

32.4

HHI

0.031

This quarter

29 new · 0 exit →

By sector

Unclassified90.8%

Financials1.9%

Industrials1.6%

Utilities1.5%

Information Technology1.1%

Communication Services1.0%

Consumer Discretionary0.9%

Health Care0.5%

Other0.7%

By market cap

Unknown91.0%

Mega (>$200B)4.8%

Large ($10–200B)3.6%

Mid ($2–10B)0.4%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other90.8%

North America9.1%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	91.03%	138
Utilities	1.47%	11
Machinery	1.39%	3
Capital Markets	1.05%	4
Software & IT Services	0.95%	2
Banks	0.62%	5
Specialty Retail	0.59%	3
Pharmaceuticals & Biotechnology	0.49%	7
Semiconductors & Semiconductor Equipment	0.42%	4
Oil, Gas & Consumable Fuels	0.37%	5
Communications Equipment	0.36%	1
Beverages	0.29%	3
Software	0.21%	1
Automobiles & Components	0.13%	3
Technology Hardware & Equipment	0.12%	2
Hotels, Restaurants & Leisure	0.11%	2
Road & Rail	0.10%	1
Diversified Telecommunication Services	0.09%	2
Commercial Services & Supplies	0.08%	2
Metals & Mining	0.05%	1
Aerospace & Defense	0.03%	1
Chemicals	0.03%	2
Food & Staples Retailing	0.01%	1
Equity Real Estate Investment Trusts (REITs)	0.01%	1
Health Care Equipment & Supplies	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IEFA	ISHARES TR	Unclassified	11.73%
2	IEMG	ISHARES INC	Unclassified	4.78%
3	XLK	SELECT SECTOR SPDR TR	Unclassified	4.69%
4	USMV	ISHARES TR	Unclassified	3.82%
5	XLV	SELECT SECTOR SPDR TR	Unclassified	3.38%
6	BND	VANGUARD BD INDEX FDS	Unclassified	2.89%
7	VTV	VANGUARD INDEX FDS	Unclassified	2.86%
8	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	2.83%
9	QUAL	ISHARES TR	Unclassified	2.37%
10	SCHD	SCHWAB STRATEGIC TR	Unclassified	2.21%

70/206 names classified · sector 9.2% of weight · industry 9.0% · mkt cap 9.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

FinancialsBX, AB, KKR, BRK.B, WFC · other

UtilitiesEPD, WMB, KMI, LNT, LNG · other

Consumer DiscretionaryAMZN, COST, MCD, WMT, GM · other

Information TechnologyMSFT, NVDA, AVGO, QCOM, AAPL · other

Communication ServicesGOOGL, GOOG, TMUS, T, WBD

IndustrialsCAT, BWXT, UBER, CARR, UNP · other

EnergyPSX, SU, CVX, COP, EOG · other

Health CareJNJ, NVS, BMY, AMGN, PFE · other

Consumer StaplesPEP, BUD, KO, SFM, CVS · other

MaterialsNEM, PG, DD, CL, NKE · other

Real EstateAMT, O, PLD

UnclassifiedIEFA, XLK, IEMG, XLV, QUAL · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 9.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 7% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (57 classified)10Elms LLP centroid (Large Core)

IndustrialsFinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryUtilitiesHealth CareConsumer StaplesEnergyMaterialsReal Estate

Style box summary for 10Elms LLP: centroid Large Core. Heaviest cells: Large Core 3.0%, Large Growth 2.3%, Large Value 1.3%.

Classified: 7.4% of book weight (57/191 names) · unclassified 92.6%: IEFA, IEMG, XLK, USMV, XLV, BND, VTV, SPY, QUAL, SCHD +124 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 206 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IEFAISHARES TR	187,216	$17M	11.7%	ADD 52%
2	IEMGISHARES INC	100,608	$7M	4.8%	ADD 35%
3	XLKSELECT SECTOR SPDR TR	50,944	$7M	4.7%	ADD 18%
4	USMVISHARES TR	60,530	$6M	3.8%	ADD 81%
5	XLVSELECT SECTOR SPDR TR	34,466	$5M	3.4%	ADD 27%
6	BNDVANGUARD BD INDEX FDS	57,684	$4M	2.9%	ADD 49%
7	VTVVANGUARD INDEX FDS	21,405	$4M	2.9%	ADD 675%
8	SPYSTATE STR SPDR S&P 500 ETF T	6,385	$4M	2.8%	ADD 57%
9	QUALISHARES TR	18,914	$3M	2.4%	ADD 42%
10	SCHDSCHWAB STRATEGIC TR	105,932	$3M	2.2%	ADD 12%
11	XLFSELECT SECTOR SPDR TR	65,476	$3M	2.2%	ADD 30%
12	XLISELECT SECTOR SPDR TR	19,427	$3M	2.1%	ADD 29%
13	IWMISHARES TR	11,442	$3M	1.9%	ADD 10%
14	IBDTISHARES TR	107,305	$3M	1.9%	ADD 130%
15	BNDXVANGUARD CHARLOTTE FDS	55,381	$3M	1.8%	ADD 27%
16	VYMIVANGUARD WHITEHALL FDS	27,000	$3M	1.8%	ADD 12%
17	MTUMISHARES TR	11,150	$3M	1.8%	ADD 14%
18	IBDRISHARES TR	107,002	$3M	1.8%	ADD 131%
19	XLCSELECT SECTOR SPDR TR	22,580	$3M	1.7%	ADD 57%
20	IBDSISHARES TR	98,054	$2M	1.6%	ADD 168%
21	IBDUISHARES TR	97,421	$2M	1.6%	ADD 186%
22	USIGISHARES TR	43,286	$2M	1.5%	ADD 16%
23	FNDASCHWAB STRATEGIC TR	66,641	$2M	1.5%	ADD 309%
24	VIGVANGUARD SPECIALIZED FUNDS	9,672	$2M	1.4%	ADD 4736%
25	XLYSELECT SECTOR SPDR TR	17,451	$2M	1.4%	ADD 13%
26	VLUEISHARES TR	13,957	$2M	1.4%	ADD 13%
27	IBDVISHARES TR	88,425	$2M	1.3%	ADD 220%
28	XLPSELECT SECTOR SPDR TR	21,596	$2M	1.2%	ADD 45%
29	CATCATERPILLAR INC	2,364	$2M	1.1%	ADD 238%
30	FLRNSPDR SERIES TRUST	51,585	$2M	1.1%	ADD 363%
31	VTIVANGUARD INDEX FDS	4,615	$1M	1.0%	ADD 4%
32	IBDWISHARES TR	66,534	$1M	0.9%	ADD 200%
33	SOXXISHARES TR	3,885	$1M	0.9%	ADD 21%
34	XLESELECT SECTOR SPDR TR	20,112	$1M	0.8%	ADD 78%
35	IVVISHARES TR	1,767	$1M	0.8%	ADD 6696%
36	EMBISHARES TR	11,856	$1M	0.8%	ADD 20%
37	IBDXISHARES TR	43,024	$1M	0.7%	ADD 184%
38	XLUSELECT SECTOR SPDR TR	23,004	$1M	0.7%	ADD 52%
39	EPDENTERPRISE PRODS PARTNERS L	26,679	$1M	0.7%	ADD 35%
40	DVYEISHARES INC	27,000	$969,516	0.7%	ADD 3%
41	XLBSELECT SECTOR SPDR TR	18,822	$885,591	0.6%	ADD 91%
42	XLRESELECT SECTOR SPDR TR	19,642	$761,573	0.5%	ADD 87%
43	GOOGLALPHABET INC	2,620	$753,464	0.5%	ADD 24%
44	IBHFISHARES TR	30,946	$710,215	0.5%	ADD 181%
45	IBMPISHARES TR	27,394	$696,903	0.5%	ADD 21%
46	BXBLACKSTONE INC	6,470	$667,600	0.5%	ADD 40%
47	IBMRISHARES TR	26,000	$659,100	0.4%	ADD 27%
48	GOOGALPHABET INC	2,240	$642,566	0.4%	ADD 40%
49	IBMOISHARES TR	24,594	$630,344	0.4%	HOLD
50	VEUVANGUARD INTL EQUITY INDEX F	8,151	$612,158	0.4%	ADD 7%
51	LQDISHARES TR	5,476	$596,829	0.4%	TRIM −13%
52	AMZNAMAZON COM INC	2,845	$592,562	0.4%	ADD 8%
53	ABALLIANCEBERNSTEIN HLDG L P	15,460	$578,822	0.4%	HOLD
54	IBDYISHARES TR	22,390	$578,782	0.4%	ADD 279%
55	JPMJPMORGAN CHASE & CO	1,864	$548,286	0.4%	ADD 1764%
56	IBMQISHARES TR	21,060	$537,662	0.4%	ADD 3%
57	QCOMQUALCOMM INC	4,082	$525,653	0.4%	ADD 577%
58	TIPISHARES TR	4,663	$514,632	0.4%	ADD 15%
59	EMLPFirst TR. Ex. Tr. FD N. American Energy	11,743	$512,699	0.3%	ADD 4%
60	BANK AMERICA CORP	411	$489,731	0.3%	ADD 6750%
61	ITAIShares U.S. Aerospace & Defense ETF	2,049	$448,219	0.3%	ADD 37%
62	PFFDGLOBAL X FDS	23,010	$423,384	0.3%	HOLD
63	HYGISHARES TR	5,085	$404,563	0.3%	HOLD
64	ENFRALPS ETF TR	10,378	$396,543	0.3%	ADD 42%
65	MUBISHARES TR	3,450	$366,218	0.2%	HOLD
66	BRK.BBERKSHIRE HATHAWAY INC DEL	729	$349,337	0.2%	ADD 10%
67	IBBISHARES TR	2,025	$341,921	0.2%	HOLD
68	DTECALPS ETF TR	7,763	$335,989	0.2%	ADD 42%
69	NVDANVIDIA CORPORATION	1,913	$333,633	0.2%	ADD 8%
70	PEPPEPSICO INC	2,187	$331,507	0.2%	ADD 36%
71	WFCWELLS FARGO CO NEW	3,971	$316,131	0.2%	HOLD
72	BWXTBWX TECHNOLOGIES INC	1,506	$307,962	0.2%	HOLD
73	MSFTMICROSOFT CORP	818	$302,818	0.2%	ADD 28%
74	AMGNAMGEN INC	806	$283,701	0.2%	NEW
75	KKRKKR & CO INC	2,901	$268,343	0.2%	TRIM −29%
76	IHAKISHARES TR	5,976	$260,852	0.2%	ADD 87%
77	KMIKINDER MORGAN INC DEL	7,478	$250,737	0.2%	HOLD
78	PSXPHILLIPS 66	1,354	$246,672	0.2%	HOLD
79	AVGOBROADCOM INC	780	$241,418	0.2%	ADD 20%
80	JNJJOHNSON & JOHNSON	985	$240,753	0.2%	ADD 44%
81	WMBWILLIAMS COS INC	3,297	$239,956	0.2%	TRIM −9%
82	AGGISHARES TR	2,275	$225,839	0.2%	NEW
83	VOVANGUARD INDEX FDS	665	$190,975	0.1%	ADD 4%
84	BANCROFT 5 3 5 375 PFDPFD SER A	8,791	$188,215	0.1%	HOLD
85	GAMCO INVESTORS, 5 PFDPFD SER G	9,000	$182,161	0.1%	TRIM −8%
86	IBMSISHARES TR	6,820	$176,161	0.1%	HOLD
87	SUSUNCOR ENERGY INC NEW	2,650	$175,192	0.1%	HOLD
88	LNTALLIANT ENERGY CORP	2,388	$171,363	0.1%	HOLD
89	THE GABELLI 5 125 PFDPFD SER G	8,000	$163,280	0.1%	HOLD
90	LNGCheniere Energy, Inc	541	$153,514	0.1%	HOLD
91	COSTCOSTCO WHSL CORP NEW	152	$151,457	0.1%	TRIM −21%
92	IDVISHARES TR	3,500	$148,960	0.1%	HOLD
93	UNPUNION PAC CORP	600	$145,572	0.1%	NEW
94	MCDMCDONALDS CORP	462	$143,516	0.1%	HOLD
95	VTEBVANGUARD MUN BD FDS	2,830	$141,189	0.1%	HOLD
96	CWISPDR INDEX SHS FDS	3,683	$134,761	0.1%	TRIM −4%
97	VCSHVANGUARD SCOTTSDALE FDS	1,667	$132,143	0.1%	NEW
98	GSYINVESCO ACTIVELY MANAGED EXC	2,622	$131,415	0.1%	NEW
99	NORTHERN TRUST 4 7 PFDPFD SER E	6,925	$129,498	0.1%	TRIM −18%
100	MINTPIMCO ETF TR	1,275	$128,227	0.1%	NEW
101	CMDYISHARES U S ETF TR	2,145	$127,456	0.1%	ADD 43%
102	VBRVANGUARD INDEX FDS	586	$127,216	0.1%	ADD 4%
103	WMTWALMART INC	990	$123,037	0.1%	HOLD
104	OKEONEOK INC NEW	1,345	$121,550	0.1%	ADD 35%
105	FJULFIRST TR EXCHNG TRADED FD VI	2,193	$120,778	0.1%	NEW
106	IBHGISHARES TR	5,257	$116,337	0.1%	HOLD
107	GMGENERAL MTRS CO	1,462	$108,903	0.1%	HOLD
108	TMUST-MOBILE US INC	510	$107,115	0.1%	TRIM −4%
109	NVSNOVARTIS AG	700	$106,925	0.1%	HOLD
110	AAPLAPPLE INC	414	$105,103	0.1%	ADD 70%
111	GABELLI DIVID 4 25 PFDPFD SER K	5,614	$101,501	0.1%	TRIM −20%
112	TVA VAR 06/01/ 2 134 PFD DUE 06/01/28SUBJ TO XTRO REDEMPTION	4,037	$98,907	0.1%	HOLD
113	BUFRFIRST TR EXCHNG TRADED FD VI	2,924	$98,743	0.1%	NEW
114	LVMUYLVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS	900	$98,316	0.1%	HOLD
115	IBDZISHARES TR	3,550	$92,513	0.1%	ADD 87%
116	VUGVANGUARD INDEX FDS	200	$87,450	0.1%	NEW
117	ITDFISHARES LIFEPATH TARGET DATE 2050 ETF USD	2,336	$85,571	0.1%	NEW
118	ABRDN ASSET M 5 25 PFDPFD SER A	4,200	$84,966	0.1%	HOLD
119	EEEXCELERATE ENERGY INC	2,500	$83,550	0.1%	HOLD
120	UBERUBER TECHNOLOGIES INC	1,150	$82,720	0.1%	HOLD
121	INTFISHARES TR	2,116	$82,429	0.1%	ADD 2%
122	FRANKLIN BSP R 7 5 PFDPFD SER E	4,200	$80,850	0.1%	HOLD
123	AMLPALPS ETF TR	1,522	$80,118	0.1%	ADD 32%
124	PUBLIC STORAG 5 15 PFDPFD SER F	4,000	$78,440	0.1%	HOLD
125	CSCOCISCO SYS INC	997	$77,357	0.1%	NEW
126	NEMNEWMONT CORP	700	$75,775	0.1%	HOLD
127	BKLNINVESCO EXCH TRADED FD TR II	3,700	$75,517	0.1%	NEW
128	EIXEDISON INTL	999	$73,107	0.0%	ADD 133%
129	BUDANHEUSER BUSCH INBEV SA/NV	1,042	$72,284	0.0%	HOLD
130	SPHDINVESCO EXCH TRADED FD TR II	1,363	$67,618	0.0%	HOLD
131	VTVANGUARD INTL EQUITY INDEX F	476	$65,841	0.0%	ADD 68%
132	ACWXISHARES TR	933	$63,883	0.0%	HOLD
133	CARRCARRIER GLOBAL CORPORATION	1,100	$61,941	0.0%	ADD 22%
134	FFORD MTR CO	5,300	$61,163	0.0%	HOLD
135	LLYELI LILLY & CO	65	$59,785	0.0%	ADD 63%
136	ACWIISHARES TR	432	$59,776	0.0%	HOLD
137	EFAVISHARES TR	552	$50,464	0.0%	ADD 520%
138	RTXRTX CORPORATION	251	$48,418	0.0%	HOLD
139	CVXCHEVRON CORP NEW	230	$47,587	0.0%	ADD 15%
140	SUBISHARES TR	435	$46,328	0.0%	HOLD
141	CEGCONSTELLATION ENERGY CORP	156	$43,671	0.0%	HOLD
142	FLOTISHARES TR	826	$42,085	0.0%	NEW
143	IHFISHARES TR	1,000	$41,850	0.0%	NEW
144	VTWOVANGUARD SCOTTSDALE FDS	400	$40,068	0.0%	HOLD
145	KNGFIRST TR EXCHANGE-TRADED FD	800	$38,968	0.0%	TRIM −6%
146	SPHQINVESCO EXCHANGE TRADED FD T	515	$38,723	0.0%	HOLD
147	PUBLIC STORA 4 625 PFDPFD SER L	2,200	$38,544	0.0%	TRIM −15%
148	ICAGYINTERNTNL CONS AIRLS A FSPONSORED ADR 1 ADR REPS 2 ORD SHS	4,000	$38,120	0.0%	HOLD
149	VWOVANGUARD INTL EQUITY INDEX F	703	$37,997	0.0%	HOLD
150	COPCONOCOPHILLIPS	279	$36,828	0.0%	HOLD
151	XSLVINVESCO EXCH TRADED FD TR II	746	$35,197	0.0%	NEW
152	MSMORGAN STANLEY	202	$33,243	0.0%	ADD 47%
153	SPDWSPDR INDEX SHS FDS	714	$32,594	0.0%	ADD 5850%
154	QQNITY ELECTRONICS INC	264	$30,460	0.0%	ADD 132%
155	VVISA INC	100	$30,224	0.0%	TRIM −50%
156	XOMEXXON MOBIL CORP	177	$30,030	0.0%	TRIM −22%
157	STLASTELLANTIS N.V	3,787	$26,850	0.0%	HOLD
158	ITDDISHARES TR LIFEPATH TARGET DATE 2040 ETF	745	$26,011	0.0%	NEW
159	MINOPIMCO ETF TR	547	$24,708	0.0%	NEW
160	DDDUPONT DE NEMOURS INC	529	$24,228	0.0%	ADD 131%
161	TAT&T INC	834	$24,178	0.0%	HOLD
162	CWBSPDR SER TR	250	$22,880	0.0%	NEW
163	EATBRINKER INTL INC	160	$22,843	0.0%	ADD 14%
164	CCITIGROUP INC	201	$22,795	0.0%	HOLD
165	GABELLI DVD 5 375 PFDPFD SER H	1,000	$22,175	0.0%	HOLD
166	GABELLI EQUITY T 5 PFDPFD SER K	1,000	$20,763	0.0%	HOLD
167	VTIPVANGUARD MALVERN FDS	404	$20,180	0.0%	TRIM −32%
168	PUBLIC STORAG 5 05 PFDPFD SER G	1,000	$19,330	0.0%	HOLD
169	VYMVANGUARD WHITEHALL FDS	126	$18,661	0.0%	NEW
170	TSLATESLA INC	50	$18,588	0.0%	HOLD
171	KOCOCA COLA CO	240	$18,252	0.0%	HOLD
172	RIVERNORTH/DO 4 75 PFDPFD SER B	1,000	$18,110	0.0%	HOLD
173	BLSHBULLISH	500	$17,865	0.0%	HOLD
174	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	392	$16,907	0.0%	HOLD
175	AMATAPPLIED MATLS INC	45	$15,381	0.0%	NEW
176	SDYSPDR SER TR	105	$15,324	0.0%	NEW
177	SPLVINVESCO EXCH TRADED FD TR II	209	$15,286	0.0%	HOLD
178	PGPROCTER AND GAMBLE CO	100	$14,444	0.0%	HOLD
179	PFEPFIZER INC	500	$14,040	0.0%	HOLD
180	VWOBVANGUARD WHITEHALL FDS	200	$13,138	0.0%	HOLD
181	IBHIISHARES TR	551	$12,829	0.0%	HOLD
182	EEMVISHARES INC	181	$11,691	0.0%	ADD 311%
183	SFMSPROUTS FMRS MKT INC	150	$11,570	0.0%	TRIM −80%
184	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	392	$11,419	0.0%	HOLD
185	RIVERNORTH OPPTY 6 PFDPFD SER A	500	$11,100	0.0%	HOLD
186	AIRRFirst Trust RBA Amern Indl Renaissance ETF	100	$11,078	0.0%	NEW
187	BACBANK AMERICA CORP	222	$10,823	0.0%	NEW
188	IAGGISHARES TR	205	$10,235	0.0%	NEW
189	ABBVABBVIE INC	47	$10,222	0.0%	TRIM −50%
190	AMTAMERICAN TOWER CORP	50	$8,676	0.0%	TRIM −50%
191	ETENERGY TRANSFER L P	391	$7,544	0.0%	NEW
192	IWSISHARES TR	37	$5,392	0.0%	HOLD
193	SMLVSPDR SERIES TRUST	35	$4,758	0.0%	NEW
194	IWFISHARES TR	8	$3,411	0.0%	TRIM −64%
195	IWDISHARES TR	14	$2,991	0.0%	TRIM −63%
196	IBMTISHARES TR	100	$2,567	0.0%	HOLD
197	DXCMDEXCOM	32	$2,010	0.0%	NEW
198	IWRISHARES TR	20	$1,945	0.0%	HOLD
199	SOSOUTHERN CO	20	$1,930	0.0%	HOLD
200	PHDGINVESCO ACTIVELY MANAGED EXC	26	$982	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IEFAISHARES TR

109K

118K

120K

122K

123K

187K

$17M

IEMGISHARES INC

63K

70K

72K

74K

75K

101K

$7M

XLKSELECT SECTOR SPDR TR

20K

22K

43K

51K

$7M

USMVISHARES TR

35K

33K

35K

36K

33K

61K

$6M

XLVSELECT SECTOR SPDR TR

27K

28K

27K

34K

$5M

BNDVANGUARD BD INDEX FDS

38K

40K

39K

58K

$4M

VTVVANGUARD INDEX FDS

21K

$4M

SPYSTATE STR SPDR S&P 500 ETF T

$4M

QUALISHARES TR

19K

18K

15K

13K

19K

$3M

SCHDSCHWAB STRATEGIC TR

101K

105K

106K

95K

106K

$3M

XLFSELECT SECTOR SPDR TR

46K

44K

47K

46K

50K

65K

$3M

XLISELECT SECTOR SPDR TR

16K

15K

19K

$3M

IWMISHARES TR

10K

11K

$3M

IBDTISHARES TR

39K

42K

45K

47K

107K

$3M

BNDXVANGUARD CHARLOTTE FDS

44K

46K

44K

55K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆10Elms LLP