Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PIMCO Exch Traded Fund | 21 | Q3 2023 | 7.2% |
INTELLIA THERAPEUTICS INC | 21 | Q3 2023 | 5.7% |
VANGUARD SPECIALIZED FUNDS | 21 | Q3 2023 | 2.6% |
Schwab U.S. Large Cap ETF | 21 | Q3 2023 | 2.8% |
UNITEDHEALTH GROUP INC | 21 | Q3 2023 | 1.9% |
ISHARES TR | 21 | Q3 2023 | 2.0% |
Pepsico Incorporated | 21 | Q3 2023 | 2.1% |
ISHARES TR | 21 | Q3 2023 | 2.9% |
COSTCO WHSL CORP NEW | 21 | Q3 2023 | 1.9% |
MASTERCARD INCORPORATED | 21 | Q3 2023 | 1.9% |
View Elmwood Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-10 |
13F-HR | 2023-04-28 |
13F-HR | 2023-01-26 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-12 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-08 |
View Elmwood Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.