Instuitional Investor - Elmwood Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Elmwood Wealth Management, Inc. |
| Portfolio Value | $247,840,915 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 163,350 | $8,219,788 | 3.31% | |
| 2. | Ishares Tr | 159,604 | $8,055,214 | 3.25% | |
| 3. | Vanguard Tax-Managed Fds | 141,468 | $6,765,016 | 2.72% | |
| 4. | Ssga Active Etf Tr | 160,374 | $6,317,132 | 2.54% | |
| 5. | Ishares Tr | 59,429 | $6,268,571 | 2.52% |
