Elmwood Wealth Management

Latest statistics and disclosures from Elmwood Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Elmwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elmwood Wealth Management

Elmwood Wealth Management holds 128 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 3.1 $7.6M -7% 151k 50.33
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $7.2M 141k 50.83
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Ishares Tr TRS FLT RT BD (TFLO) 2.9 $7.1M -12% 140k 50.66
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Blackrock Etf Trust Ii Ishares Short-te (CALI) 2.9 $7.0M +11% 139k 50.36
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Ishares Tr Shrt Nat Mun Etf (SUB) 2.6 $6.4M +2% 61k 105.60
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.6 $6.2M +14% 122k 50.85
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.5 $6.0M -6% 150k 40.29
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $5.6M -6% 110k 50.63
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.2 $5.5M -7% 93k 58.69
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Apple (AAPL) 2.2 $5.3M 24k 222.13
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Amplify Etf Tr Cwp Intl Enhance (IDVO) 2.1 $5.0M 160k 31.45
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.9 $4.7M -19% 52k 91.73
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Ishares Tr Core Msci Eafe (IEFA) 1.9 $4.7M 62k 75.65
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $3.9M +7% 176k 22.08
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Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 1.6 $3.9M +9% 83k 46.61
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Ishares U S Etf Tr Short Maturity M (MEAR) 1.6 $3.8M +10% 76k 50.24
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Ishares Tr Calif Mun Bd Etf (CMF) 1.5 $3.7M 65k 56.28
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 1.5 $3.6M -2% 148k 24.24
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.4 $3.5M +9% 73k 47.89
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 1.4 $3.5M -2% 98k 35.66
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 1.4 $3.5M -4% 84k 41.47
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Costco Wholesale Corporation (COST) 1.4 $3.4M -3% 3.5k 945.69
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Innovator Etfs Trust Innovator Deepw (LOUP) 1.4 $3.3M +53% 73k 45.41
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 1.3 $3.2M -5% 81k 40.19
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Amazon (AMZN) 1.3 $3.1M -2% 17k 190.26
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $3.1M +3% 69k 45.26
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.1M -7% 63k 49.62
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First Tr Exchange Traded Rba Indl Etf (AIRR) 1.3 $3.1M +91% 46k 68.21
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Mastercard Incorporated Cl A (MA) 1.3 $3.1M -3% 5.6k 548.12
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Ishares Core Msci Emkt (IEMG) 1.3 $3.1M 57k 53.97
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Vaneck Etf Trust Long Muni Etf (MLN) 1.3 $3.1M -4% 176k 17.39
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Wisdomtree Tr Em Lcl Debt Fd (ELD) 1.2 $2.9M 108k 26.76
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 1.2 $2.8M 80k 35.65
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UnitedHealth (UNH) 1.2 $2.8M -3% 5.4k 523.75
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.8M -2% 5.3k 532.58
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.2 $2.8M 78k 35.88
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $2.8M +7% 25k 110.08
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 1.1 $2.6M -7% 68k 38.85
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $2.6M +6% 54k 48.82
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Amplify Etf Tr Nat Res Dividend (NDIV) 1.1 $2.6M 89k 28.95
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Microsoft Corporation (MSFT) 1.0 $2.4M 6.4k 375.39
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JPMorgan Chase & Co. (JPM) 1.0 $2.4M -3% 9.8k 245.30
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Ishares Msci Equal Weite (EUSA) 0.9 $2.3M +12% 24k 93.59
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NVIDIA Corporation (NVDA) 0.9 $2.2M 21k 108.38
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salesforce (CRM) 0.9 $2.2M 8.1k 268.36
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Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.8 $2.1M +135% 41k 49.60
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.0M 13k 154.64
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Abbott Laboratories (ABT) 0.8 $2.0M 15k 132.65
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $2.0M -4% 32k 63.53
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $1.9M -3% 36k 51.05
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Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.8 $1.8M +15% 45k 40.65
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Invesco Exch Traded Fd Tr Ii Global Water (PIO) 0.7 $1.8M 45k 40.13
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Alphabet Cap Stk Cl C (GOOG) 0.7 $1.8M +14% 11k 156.23
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.7M -8% 21k 81.76
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $1.6M NEW 32k 50.71
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Intuit (INTU) 0.6 $1.5M -5% 2.5k 613.99
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Travelers Companies (TRV) 0.6 $1.4M -5% 5.5k 264.46
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Pepsi (PEP) 0.6 $1.4M -8% 9.4k 149.94
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Marsh & McLennan Companies (MMC) 0.6 $1.4M -6% 5.7k 244.03
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Ark Etf Tr Genomic Rev Etf (ARKG) 0.6 $1.4M +5% 66k 20.76
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Visa Com Cl A (V) 0.6 $1.4M 3.9k 350.46
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Danaher Corporation (DHR) 0.5 $1.3M -4% 6.4k 205.00
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Union Pacific Corporation (UNP) 0.5 $1.3M 5.5k 236.23
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Ishares Tr National Mun Etf (MUB) 0.5 $1.3M 12k 105.44
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Charles Schwab Corporation (SCHW) 0.5 $1.3M -5% 16k 78.28
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.5 $1.2M +29% 26k 47.60
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AmerisourceBergen (COR) 0.5 $1.2M -3% 4.5k 278.09
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.2M 52k 23.43
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Rockwell Automation (ROK) 0.5 $1.2M -2% 4.6k 258.38
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Walt Disney Company (DIS) 0.5 $1.2M -13% 12k 98.70
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Procter & Gamble Company (PG) 0.5 $1.1M 6.7k 170.42
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Ecolab (ECL) 0.4 $1.1M -2% 4.3k 253.52
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.1M 5.6k 193.99
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Flexshares Tr Mstar Emkt Fac (TLTE) 0.4 $1.0M 19k 52.49
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Microchip Technology (MCHP) 0.4 $990k 21k 48.41
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Dominion Resources (D) 0.4 $965k 17k 56.07
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Honeywell International (HON) 0.4 $959k 4.5k 211.75
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $925k -20% 38k 24.34
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Johnson & Johnson (JNJ) 0.4 $886k 5.3k 165.83
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Mccormick & Co Com Non Vtg (MKC) 0.4 $875k -5% 11k 82.31
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.3 $837k -5% 25k 33.18
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $800k 4.6k 173.23
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $725k 2.6k 274.89
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Nike CL B (NKE) 0.3 $650k 10k 63.48
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Eaton Corp SHS (ETN) 0.3 $640k +3% 2.4k 271.83
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $637k 2.0k 312.04
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Palo Alto Networks (PANW) 0.3 $631k +34% 3.7k 170.64
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $583k NEW 24k 23.85
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $570k 1.0k 559.39
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Eli Lilly & Co. (LLY) 0.2 $527k +3% 638.00 825.91
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Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.2 $524k -25% 10k 50.54
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Philip Morris International (PM) 0.2 $520k 3.3k 158.75
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RBB Us Treas 3 Mnth (TBIL) 0.2 $516k 10k 50.01
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Chevron Corporation (CVX) 0.2 $513k -10% 3.1k 167.31
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $503k 8.1k 62.10
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Blackstone Group Inc Com Cl A (BX) 0.2 $496k +30% 3.6k 139.78
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Intellia Therapeutics (NTLA) 0.2 $482k 68k 7.11
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Starbucks Corporation (SBUX) 0.2 $477k -2% 4.9k 98.08
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $460k -13% 9.3k 49.73
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Citigroup Com New (C) 0.2 $454k 6.4k 70.99
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American Tower Reit (AMT) 0.2 $454k +2% 2.1k 217.60
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Digital Realty Trust (DLR) 0.2 $439k +17% 3.1k 143.29
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Caribou Biosciences (CRBU) 0.2 $428k -76% 468k 0.91
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Abbvie (ABBV) 0.2 $407k -7% 1.9k 209.52
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Xenon Pharmaceuticals (XENE) 0.2 $369k 11k 33.55
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Southern Company (SO) 0.2 $368k 4.0k 91.95
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $352k NEW 11k 31.38
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $349k 1.6k 221.68
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $346k -6% 4.4k 78.27
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Duke Energy Corp Com New (DUK) 0.1 $319k -3% 2.6k 121.97
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $301k 12k 26.20
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Novartis Sponsored Adr (NVS) 0.1 $296k 2.7k 111.48
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $294k -14% 8.0k 37.01
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Cigna Corp (CI) 0.1 $294k 894.00 329.00
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $293k 4.8k 60.66
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United Rentals (URI) 0.1 $280k 446.00 626.70
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $276k -29% 7.3k 37.78
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Altria (MO) 0.1 $273k 4.6k 60.02
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Pfizer (PFE) 0.1 $262k 10k 25.34
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Norfolk Southern (NSC) 0.1 $253k 1.1k 236.85
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $248k 5.3k 46.67
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $245k 3.3k 73.45
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Merck & Co (MRK) 0.1 $236k 2.6k 89.77
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $233k 1.4k 166.00
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Raytheon Technologies Corp (RTX) 0.1 $227k NEW 1.7k 132.46
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Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.1 $222k -7% 7.6k 29.27
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Innovator Etfs Trust Us Small Cap Pwr (KAUG) 0.1 $221k -8% 9.2k 24.03
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Geron Corporation (GERN) 0.0 $45k +7% 28k 1.59
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Past Filings by Elmwood Wealth Management

SEC 13F filings are viewable for Elmwood Wealth Management going back to 2018

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