| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTELLIA THERAPEUTICS INC | 24 | Q2 2024 | 5.7% |
| Schwab U.S. Large Cap ETF | 24 | Q2 2024 | 2.8% |
| VANGUARD SPECIALIZED FUNDS | 24 | Q2 2024 | 2.6% |
| ISHARES TR | 24 | Q2 2024 | 4.3% |
| UNITEDHEALTH GROUP INC | 24 | Q2 2024 | 1.9% |
| COSTCO WHSL CORP NEW | 24 | Q2 2024 | 1.9% |
| Pepsico Incorporated | 24 | Q2 2024 | 2.1% |
| MASTERCARD INCORPORATED | 24 | Q2 2024 | 1.9% |
| ISHARES U S ETF TR | 24 | Q2 2024 | 2.1% |
| Schwab U.S. Small Cap ETF | 24 | Q2 2024 | 2.7% |
View Elmwood Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-13 |
| 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 |
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.