Instuitional Investor - Elmwood Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Elmwood Wealth Management, Inc.
Portfolio Value $416,137,943
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
307,786 $15,503,181 3.73%
2.
Ishares Tr
302,125 $15,308,687 3.68%
3. AAPL 37,233 $12,399,241 2.98%
4.
Vanguard Tax-Managed Fds
159,268 $11,245,927 2.7%
5.
Blackrock Etf Trust Ii - ISHA SH TERM ETF
216,023 $10,760,091 2.59%