Instuitional Investor - Elmwood Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Elmwood Wealth Management, Inc. |
| Portfolio Value | $316,591,995 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 34,638 | $9,416,554 | 2.97% | |
| 2. | Vanguard Tax-Managed Fds | 150,662 | $9,411,876 | 2.97% | |
| 3. | Ishares Tr | 170,699 | $8,613,472 | 2.72% | |
| 4. | Blackrock Etf Trust Ii | 164,258 | $8,288,459 | 2.62% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 154,332 | $7,861,673 | 2.48% |
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