Instuitional Investor - Elmwood Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Elmwood Wealth Management, Inc. |
| Portfolio Value | $282,259,315 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 215,379 | $10,896,024 | 3.86% | |
| 2. | Vanguard Tax-Managed Fds | 148,154 | $8,877,408 | 3.15% | |
| 3. | Blackrock Etf Trust Ii | 153,640 | $7,784,939 | 2.76% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 145,627 | $7,432,803 | 2.63% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 141,243 | $7,165,254 | 2.54% |
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