Instuitional Investor - Elmwood Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Elmwood Wealth Management, Inc.
Portfolio Value $361,624,990
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
246,845 $12,497,763 3.46%
2.
Blackrock Etf Trust Ii
211,929 $10,687,580 2.96%
3.
Vanguard Tax-Managed Fds
154,582 $9,905,636 2.74%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
188,311 $9,530,416 2.64%
5. AAPL 36,356 $9,226,719 2.55%