Instuitional Investor - Elmwood Wealth Management, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 175,492 | $8,888,670 | 3.52% | |
| 2. | Vanguard Tax-Managed Fds | 141,754 | $8,081,415 | 3.2% | |
| 3. | Blackrock Etf Trust Ii | 143,982 | $7,263,892 | 2.88% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 141,499 | $7,205,130 | 2.86% | |
| 5. | Ishares Tr - SHRT NAT MUN ETF | 63,223 | $6,723,134 | 2.66% |
