Instuitional Investor - Elmwood Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Elmwood Wealth Management, Inc. |
| Portfolio Value | $243,804,686 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 151,240 | $7,611,926 | 3.12% | |
| 2. | Vanguard Tax-Managed Fds | 140,894 | $7,161,659 | 2.94% | |
| 3. | Ishares Tr | 139,822 | $7,083,383 | 2.91% | |
| 4. | Blackrock Etf Trust Ii | 138,905 | $6,995,256 | 2.87% | |
| 5. | Ishares Tr - SHRT NAT MUN ETF | 60,641 | $6,403,690 | 2.63% |
