Instuitional Investor - Elmwood Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Elmwood Wealth Management, Inc. |
| Portfolio Value | $416,137,943 |
Top 13F Holdings
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% |