10elms LLP
10ELMS LLP is an investment adviser based in Norman, Oklahoma. The firm was founded and registered in 2022 and is principally owned by Julie Hazzard and Ryan Hazzard. 10ELMS LLP manages investment portfolios for its clients, providing portfolio management and investment advisory services in compliance with SEC regulations. The firm primarily serves individual and institutional investors, with a focus on delivering tailored investment strategies.
Investment Strategy
10ELMS LLP manages diversified portfolios focusing primarily on exchange-traded funds (ETFs) across multiple sectors, including technology, healthcare, and international equities. The firm employs an asset allocation approach, with positions in core index-based funds and factor ETFs, aiming for long-term capital appreciation while managing risk through diversification. Portfolio changes are made based on market conditions and a disciplined rebalancing process.
Top Holdings
Equity Positions (170)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES CORE MSCI EAFE ETF | 9.54% | $10.0M | 120,099 | $70.91 | $83.48 | +$1.1M |
X XLK | TECHNOLOGY SELECT SECTORSPDR ETF | 5.30% | $5.6M | 21,971 | $231.33 | $253.23 | +$1.1M |
I IEMG | ISHARES CORE MSCI EMERGING ETF | 4.12% | $4.3M | 72,094 | $52.64 | $60.03 | +$566.9K |
X XLV | SELECT SECTOR HEALTH CARE SPDR ETF | 3.58% | $3.8M | 27,939 | $138.04 | $134.79 | -$341.2K |
U USMV | ISHARES MSCI USA MIN VOLFCTR ETF | 3.10% | $3.3M | 34,709 | $88.99 | $93.87 | +$134.4K |