Instuitional Investor - Elmwood Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Elmwood Wealth Management, Inc.
Portfolio Value $142,561,128
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%