Instuitional Investor - Elmwood Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Elmwood Wealth Management, Inc. |
| Portfolio Value | $142,561,128 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | CRBU | 2,364,260 | $13,547,210 | 9.5% | |
| 2. | Ishares Tr | 58,317 | $6,148,362 | 4.31% | |
| 3. | J P Morgan Exchange Traded F | 108,235 | $5,491,844 | 3.85% | |
| 4. | Vanguard Scottsdale Funds | 79,843 | $4,657,243 | 3.26% | |
| 5. | Wisdomtree Tr | 88,177 | $4,430,013 | 3.1% |
