Instuitional Investor - Elmwood Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Elmwood Wealth Management, Inc. |
| Portfolio Value | $399,799,751 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Blackrock Etf Trust Ii - ISHA SH TERM ETF | 229,610 | $11,603,323 | 2.9% | |
| 2. | Innovator Etfs Trust | 116,401 | $11,472,483 | 2.87% | |
| 3. | Vanguard Tax-Managed Fds | 158,401 | $11,286,045 | 2.82% | |
| 4. | Ishares Tr | 221,166 | $11,197,646 | 2.8% | |
| 5. | AAPL | 36,896 | $10,676,335 | 2.67% |
Hedge Fund Resource Center 
