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Elmwood Wealth Management

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

Top 5 stock holdings are CALI, LOUP, VEA, TFLO, AAPL, and represent 14.07% of Elmwood Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JEPQ, CALI, SPTM, DDFJ, JEPI, XBFR, HON, HONA, AMD, DSCO.
Started 26 new stock positions in AMD, SNDK, LIN, O, SMH, KAUG, DSCO, AMAT, KEP, LPL.
Reduced shares in these 10 stocks: USFR, TFLO, Honeywell International, MEAR, BIL, , TLT, SUB, TSM, RFLR.
Sold out of its positions in XOM, Honeywell International, TLT, MCD.
Elmwood Wealth Management was a net buyer of stock by $8.3M.
Elmwood Wealth Management has $400M in assets under management (AUM), dropping by 10.56%.
Central Index Key (CIK): 0001731927

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Portfolio Holdings for Elmwood Wealth Management

Elmwood Wealth Management holds 200 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	2.9	$12M	+8%	230k	50.53	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	2.9	$12M		116k	98.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$11M	+2%	158k	71.25	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.8	$11M	-10%	221k	50.63	View chart
Apple (AAPL)	2.7	$11M		37k	289.36	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.5	$9.8M	+3%	194k	50.57	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.3	$9.1M		68k	133.25	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	2.2	$8.6M		205k	42.00	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$8.6M		103k	82.84	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.9	$7.7M	-4%	73k	106.47	View chart
NVIDIA Corporation (NVDA)	1.9	$7.7M		39k	200.09	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.9	$7.6M		149k	51.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$7.4M	+4%	77k	96.58	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	1.8	$7.3M	+4%	132k	55.57	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	1.8	$7.2M	+3%	182k	39.47	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	1.6	$6.2M	+5%	124k	50.18	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$6.0M		17k	353.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$5.8M	+2%	199k	29.43	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.4	$5.8M	-26%	115k	50.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$5.4M		15k	357.36	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.3	$5.4M	+3%	111k	48.35	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.3	$5.3M	+2%	91k	58.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$5.3M	+2%	14k	370.03	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.3	$5.2M	-3%	124k	42.20	View chart
Ishares Msci Equal Weite (EUSA)	1.3	$5.2M		46k	114.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$5.0M	+3%	84k	59.69	View chart
Innovator Etfs Trust Equi Du Di Janu (DDFJ)	1.2	$5.0M	+14%	252k	19.77	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.2	$4.8M	+6%	83k	57.64	View chart
Amazon (AMZN)	1.2	$4.6M	+4%	19k	238.34	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.1	$4.6M	-16%	50k	91.64	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.1	$4.4M	+3%	92k	48.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$4.4M		8.7k	500.41	View chart
Innovator Etfs Trust Equity Managd 10 (XBFR)	1.1	$4.2M	+15%	159k	26.62	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.1	$4.2M	+5%	30k	141.89	View chart
Wisdomtree Tr Em Lcl Debt Fd (ELD)	1.0	$4.2M	+2%	146k	28.70	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$4.2M	+4%	86k	48.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$4.0M	-3%	17k	236.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$3.9M		5.2k	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$3.6M	+2%	4.9k	746.76	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$3.6M	+7%	71k	51.05	View chart
Microsoft Corporation (MSFT)	0.9	$3.6M		9.5k	373.01	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.9	$3.5M		77k	45.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$3.5M	+2%	69k	50.58	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.9	$3.5M		141k	24.51	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.9	$3.4M	+6%	142k	24.31	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.9	$3.4M	-23%	68k	50.38	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.4M	+5%	10k	327.32	View chart
Costco Wholesale Corporation (COST)	0.8	$3.0M		3.3k	935.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.7	$3.0M	-5%	61k	48.81	View chart
Mastercard Incorporated Cl A (MA)	0.7	$2.8M	-2%	5.4k	513.64	View chart
Innovator Etfs Trust Equty Dul Dirct (DDFF)	0.7	$2.7M	-2%	136k	19.96	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$2.5M		30k	82.27	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.6	$2.3M	+18%	47k	47.96	View chart
Rockwell Automation (ROK)	0.6	$2.3M		4.5k	495.07	View chart
UnitedHealth (UNH)	0.6	$2.2M		5.4k	415.60	View chart
Palo Alto Networks (PANW)	0.5	$2.0M	+3%	5.9k	341.05	View chart
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)	0.5	$2.0M	+3%	50k	40.42	View chart
Microchip Technology (MCHP)	0.5	$1.8M		20k	91.20	View chart
Intellia Therapeutics (NTLA)	0.4	$1.7M		103k	16.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.7M	-4%	48k	36.13	View chart
Travelers Companies (TRV)	0.4	$1.7M		5.2k	330.10	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$1.7M		11k	156.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.4	$1.7M		26k	64.50	View chart
Visa Com Cl A (V)	0.4	$1.6M	+10%	4.5k	343.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.5M	+31%	49k	31.71	View chart
Charles Schwab Corporation (SCHW)	0.4	$1.5M		17k	92.27	View chart
Johnson & Johnson (JNJ)	0.4	$1.5M	+5%	6.0k	253.97	View chart
Abbott Laboratories (ABT)	0.4	$1.5M	+8%	16k	90.74	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.4	$1.5M	+3%	2.8k	522.47	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$1.4M		7.7k	185.22	View chart
Union Pacific Corporation (UNP)	0.4	$1.4M		5.2k	271.98	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.4M		26k	54.02	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.3	$1.3M		25k	52.00	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$1.3M	-4%	6.8k	190.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.3M	-6%	6.1k	212.77	View chart
Procter & Gamble Company (PG)	0.3	$1.3M	+4%	8.6k	146.63	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2M		12k	107.62	View chart
AmerisourceBergen (COR)	0.3	$1.2M		4.3k	283.01	View chart
Pepsi (PEP)	0.3	$1.2M		8.8k	135.40	View chart
Dominion Resources (D)	0.3	$1.2M		17k	68.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.2M	-2%	4.9k	242.43	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$1.2M		14k	85.21	View chart
Ecolab (ECL)	0.3	$1.2M		4.1k	278.60	View chart
salesforce (CRM)	0.3	$1.1M	-3%	7.2k	156.67	View chart
Danaher Corporation (DHR)	0.3	$1.1M		5.8k	190.49	View chart
Eaton Corp SHS (ETN)	0.3	$1.1M	+4%	2.5k	426.08	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M	+5%	879.00	1199.67	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$1.0M	-4%	19k	53.61	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.0M	NEW	17k	61.46	View chart
Walt Disney Company (DIS)	0.3	$1.0M		11k	96.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$1.0M	-21%	2.1k	477.57	View chart
Innovator Etfs Trust Equi Dual 10 Etf (DDTF)	0.3	$1.0M	-2%	50k	20.24	View chart
Citigroup Com New (C)	0.2	$968k		6.9k	139.96	View chart
Marsh & McLennan Companies (MRSH)	0.2	$966k	+3%	5.8k	166.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$936k	-3%	2.7k	342.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$887k	+8%	1.3k	686.97	View chart
Intuit (INTU)	0.2	$869k		3.3k	260.98	View chart
Tesla Motors (TSLA)	0.2	$868k	-5%	2.1k	420.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$859k	-2%	3.9k	217.93	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$821k		34k	24.14	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.2	$818k		46k	17.78	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$810k	+295%	14k	56.48	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$782k		6.8k	114.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$779k	+9%	1.1k	736.17	View chart
Micron Technology (MU)	0.2	$742k	-3%	643.00	1154.29	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$734k		4.6k	158.65	View chart
Innovator Etfs Trust Nasdaq 100 Manag (NBFR)	0.2	$734k	+50%	27k	27.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$733k	+4%	8.6k	85.49	View chart
Innovator Etfs Trust Us Smal Mana Etf (KBFR)	0.2	$697k	+49%	25k	27.45	View chart
Netflix (NFLX)	0.2	$679k		9.5k	71.40	View chart
Philip Morris International (PM)	0.2	$679k	+7%	3.8k	180.93	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$643k	NEW	7.1k	90.79	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$624k	-7%	4.0k	156.95	View chart
Abbvie (ABBV)	0.1	$598k	+5%	2.4k	251.64	View chart
Xenon Pharmaceuticals (XENE)	0.1	$593k		9.8k	60.36	View chart
Chevron Corporation (CVX)	0.1	$588k	+11%	3.5k	165.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$585k	+3%	13k	46.41	View chart
Digital Realty Trust (DLR)	0.1	$577k		3.2k	179.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$563k	-9%	6.4k	88.54	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.1	$559k	-21%	12k	44.97	View chart
Merck & Co (MRK)	0.1	$554k	+7%	4.3k	128.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$546k		11k	49.49	View chart
Broadcom (AVGO)	0.1	$536k	+29%	1.4k	377.85	View chart
Honeywell International (HON)	0.1	$534k	NEW	2.4k	223.90	View chart
Honeywell Aerospace (HONA)	0.1	$524k	NEW	2.4k	221.08	View chart
RBB F/m Us Treasury (TBIL)	0.1	$514k		10k	49.86	View chart
Novartis Sponsored Adr (NVS)	0.1	$514k		3.3k	156.72	View chart
United Rentals (URI)	0.1	$505k		446.00	1132.89	View chart
American Express Company (AXP)	0.1	$501k	+116%	1.5k	338.23	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$501k		9.9k	50.42	View chart
Starbucks Corporation (SBUX)	0.1	$482k	+2%	4.7k	102.20	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$462k		9.2k	50.39	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$456k		8.4k	54.03	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$455k		5.1k	89.85	View chart
Advanced Micro Devices (AMD)	0.1	$453k	NEW	780.00	580.91	View chart
Nike CL B (NKE)	0.1	$438k	+2%	11k	41.05	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$438k		8.8k	49.55	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$422k		7.2k	58.33	View chart
Southern Company (SO)	0.1	$416k	+3%	4.4k	95.71	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$413k		11k	36.87	View chart
Duke Energy Corp Com New (DUK)	0.1	$410k	+18%	3.2k	126.59	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$405k		4.8k	83.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$402k	-3%	12k	33.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$399k		3.8k	103.96	View chart
Doubleline Etf Trust Secur Cr Etf (DSCO)	0.1	$388k	NEW	16k	24.93	View chart
International Business Machines (IBM)	0.1	$384k	+20%	1.4k	281.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$381k		4.9k	77.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$379k		1.3k	303.04	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	0.1	$377k	-5%	7.5k	50.58	View chart
Altria (MO)	0.1	$372k	+9%	5.2k	71.95	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$370k		5.3k	69.45	View chart
Caterpillar (CAT)	0.1	$363k	NEW	341.00	1064.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$358k	NEW	545.00	656.05	View chart
Norfolk Southern (NSC)	0.1	$356k		1.1k	314.59	View chart
Raytheon Technologies Corp (RTX)	0.1	$334k	+9%	1.8k	189.73	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$333k		7.3k	45.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$331k	+6%	2.1k	158.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$323k	-6%	1.1k	300.45	View chart
Pfizer (PFE)	0.1	$306k	-2%	13k	24.08	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$305k		6.2k	49.13	View chart
Bank of America Corporation (BAC)	0.1	$304k	+5%	5.3k	56.98	View chart
Sandisk Corp (SNDK)	0.1	$296k	NEW	130.00	2273.73	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$295k		2.1k	142.42	View chart
Verizon Communications (VZ)	0.1	$285k	+23%	6.7k	42.34	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$284k	NEW	1.9k	152.19	View chart
Cigna Corp (CI)	0.1	$282k	+2%	1.0k	275.68	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$282k	-3%	3.4k	82.10	View chart
Thermo Fisher Scientific (TMO)	0.1	$277k	-13%	553.00	501.36	View chart
Applied Materials (AMAT)	0.1	$277k	NEW	383.00	723.00	View chart
Bristol Myers Squibb (BMY)	0.1	$276k		4.8k	57.62	View chart
Innovator Etfs Trust Equi Dual 10 Jan (DDTJ)	0.1	$264k	NEW	13k	20.09	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$263k		3.8k	69.48	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$263k		4.8k	54.69	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$259k	-11%	2.5k	102.81	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$250k		4.7k	53.11	View chart
Western Digital (WDC)	0.1	$243k	NEW	381.00	638.32	View chart
Linde SHS (LIN)	0.1	$243k	NEW	467.00	519.37	View chart
Wal-Mart Stores (WMT)	0.1	$237k	NEW	2.1k	113.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$230k		3.3k	69.90	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$229k	NEW	115.00	1989.44	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$228k	-27%	6.1k	37.36	View chart
Realty Income (O)	0.1	$228k	NEW	3.7k	61.96	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$227k		5.0k	45.33	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$223k	-50%	6.8k	32.78	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$221k		1.4k	154.29	View chart
Meta Platforms Cl A (META)	0.1	$219k	-28%	389.00	563.29	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$219k	-49%	6.0k	36.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$217k	NEW	3.9k	55.09	View chart
Cisco Systems (CSCO)	0.1	$215k	NEW	1.8k	117.46	View chart
Intel Corporation (INTC)	0.1	$213k	NEW	1.5k	139.63	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$210k	-8%	1.8k	117.28	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.1	$209k	NEW	7.3k	28.63	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$207k		2.7k	76.63	View chart
Blackrock (BLK)	0.1	$204k	NEW	212.00	963.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$202k	NEW	832.00	243.12	View chart
Korea Elec Pwr Corp Sponsored Adr (KEP)	0.0	$138k	NEW	11k	12.10	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$111k	NEW	49k	2.25	View chart
Lg Display Spons Adr Rep (LPL)	0.0	$93k	NEW	24k	3.89	View chart
Geron Corporation (GERN)	0.0	$36k	-5%	28k	1.28	View chart
Codexis (CDXS)	0.0	$29k	-41%	13k	2.26	View chart

Past Filings by Elmwood Wealth Management

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

Elmwood Wealth Management 2026 Q2 filed July 8, 2026
Elmwood Wealth Management 2026 Q1 filed April 9, 2026
Elmwood Wealth Management 2025 Q4 filed Jan. 8, 2026
Elmwood Wealth Management 2025 Q3 filed Nov. 6, 2025
Elmwood Wealth Management 2025 Q2 filed July 28, 2025
Elmwood Wealth Management 2025 Q1 filed April 28, 2025
Elmwood Wealth Management 2024 Q4 filed Jan. 13, 2025
Elmwood Wealth Management 2024 Q3 filed Oct. 11, 2024
Elmwood Wealth Management 2024 Q2 filed Aug. 13, 2024
Elmwood Wealth Management 2024 Q1 filed May 13, 2024
Elmwood Wealth Management 2023 Q4 filed Jan. 30, 2024
Elmwood Wealth Management 2023 Q3 filed Nov. 15, 2023
Elmwood Wealth Management 2023 Q2 filed Aug. 10, 2023
Elmwood Wealth Management 2023 Q1 filed April 28, 2023
Elmwood Wealth Management 2022 Q4 filed Jan. 26, 2023
Elmwood Wealth Management 2022 Q3 filed Nov. 14, 2022

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