$195 Million is the total value of Elmwood Wealth Management, Inc.'s 114 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 71.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | Sell | JPMorgan Ultra Shortetf | $9,548,000 | -11.0% | 189,927 | -10.6% | 4.89% | -4.3% |
| Sell | Apple Inc | $6,185,000 | -5.6% | 35,422 | -4.0% | 3.17% | +1.4% | |
| TFLO | Buy | iShares Treasury Floatngetf | $5,939,000 | +34.8% | 117,980 | +34.6% | 3.04% | +44.8% |
| VEA | Buy | Vanguard FTSE Developed Markets ETFetf | $5,413,000 | +1.3% | 112,698 | +7.7% | 2.77% | +8.9% |
| NTLA | Buy | Intellia Therapeutics Inc | $4,912,000 | -38.2% | 67,599 | +0.6% | 2.52% | -33.6% |
| STOT | Buy | SPDR Dbln Sht Drtn Rtrn | $4,768,000 | +7.7% | 99,976 | +10.9% | 2.44% | +15.7% |
| MINT | Sell | PIMCO Exch Traded Fund | $4,358,000 | -19.1% | 43,511 | -17.9% | 2.23% | -13.0% |
| VGSH | Buy | Vanguard Short Termshort term treas | $4,091,000 | -0.4% | 69,041 | +2.2% | 2.10% | +7.0% |
| SRLN | Buy | SPDR Blackstone Gsoblackstone senr | $4,031,000 | +4.4% | 89,667 | +6.0% | 2.06% | +12.2% |
| IXUS | Buy | iShares Core MSCI Total World | $3,796,000 | +9.4% | 57,014 | +16.6% | 1.94% | +17.5% |
| VTIP | Buy | Vanguard Shrt Inf Protetf | $3,522,000 | +2.0% | 68,769 | +2.4% | 1.80% | +9.6% |
| Buy | Amazon Com Inc | $3,491,000 | -1.3% | 1,071 | +0.9% | 1.79% | +6.0% | |
| JMST | Buy | JPMorgan Ultra-Short Municipal Inc ETFultra sht muncpl | $3,432,000 | +5.2% | 67,770 | +6.1% | 1.76% | +13.1% |
| COST | Buy | Costco Whsl Corp New | $3,359,000 | +4.7% | 5,833 | +3.2% | 1.72% | +12.5% |
| UNH | Buy | Unitedhealth Group Inc | $3,318,000 | +3.3% | 6,506 | +1.7% | 1.70% | +11.0% |
| EPP | Buy | iShares MSCI Pacific Ex-Japan ETFetf | $3,255,000 | +18.4% | 66,141 | +14.9% | 1.67% | +27.2% |
| VIG | Buy | Vanguard Dividend Appr'N | $3,068,000 | +0.5% | 18,919 | +6.4% | 1.57% | +8.0% |
| BIL | Buy | SPDR Bloomberg Barclays 1-3 Month T Billsspdr bloomberg | $2,928,000 | +24.0% | 32,020 | +24.0% | 1.50% | +33.2% |
| ICLN | Buy | iShares Global Clean Energyetf | $2,916,000 | +4.4% | 135,504 | +2.7% | 1.49% | +12.2% |
| SCHC | Buy | Schwab Intl Small Capetf | $2,873,000 | +8.3% | 75,661 | +16.7% | 1.47% | +16.4% |
| SCHX | Buy | Schwab U.S. Large Cap ETFetf | $2,830,000 | -8.9% | 52,555 | +92.6% | 1.45% | -2.2% |
| PULS | Sell | PGIM Ultra Short Bond ETFultra short | $2,687,000 | -7.8% | 54,606 | -7.3% | 1.38% | -0.9% |
| BWZ | Buy | SPDR Blmbrg Barcly Sh Tmblomberg brc int | $2,599,000 | +88.9% | 89,269 | +97.1% | 1.33% | +103.0% |
| SUB | Buy | iShares Short Term National Amt Free Munietf | $2,582,000 | +6.0% | 24,684 | +8.8% | 1.32% | +13.9% |
| GOOGL | Buy | Alphabet Inc Class A | $2,567,000 | -1.3% | 923 | +2.8% | 1.32% | +6.0% |
| PAPR | Buy | Innovator S&P 500 Power Buffer ETF APRetf | $2,553,000 | +21.0% | 86,075 | +19.6% | 1.31% | +30.0% |
| PJUL | Sell | Innovator S&P 500 Power Buffer JULetf | $2,491,000 | -14.1% | 81,179 | -13.7% | 1.28% | -7.7% |
| PEP | Sell | Pepsico Incorporated | $2,489,000 | -4.9% | 14,871 | -1.3% | 1.28% | +2.2% |
| DHR | Buy | Danaher Corp Del | $2,474,000 | -9.3% | 8,434 | +1.7% | 1.27% | -2.5% |
| ULST | Buy | SPDR SSgA Ultra Short Term Bond ETFult sht trm bd | $2,434,000 | +16.3% | 60,802 | +17.2% | 1.25% | +24.9% |
| POCT | Sell | Innovator S&P 500 Power Buffer OCTetf | $2,384,000 | -12.0% | 78,861 | -11.4% | 1.22% | -5.4% |
| MA | Buy | Mastercard Inc Class A | $2,382,000 | +0.4% | 6,666 | +1.0% | 1.22% | +8.0% |
| TLTE | Buy | Flexsh Mngst Emr Mkt | $2,265,000 | +13.1% | 40,624 | +19.9% | 1.16% | +21.6% |
| MSFT | Buy | Microsoft Corp | $2,254,000 | -4.5% | 7,311 | +4.1% | 1.16% | +2.6% |
| Sell | Abbott Laboratories | $2,136,000 | -16.0% | 18,043 | -0.1% | 1.09% | -9.8% | |
| IEMG | Buy | iShares Core MSCI Emerging Marketsetf | $2,084,000 | +9.9% | 37,508 | +18.4% | 1.07% | +18.0% |
| SCHP | Sell | Schwab US Tips ETFetf | $2,067,000 | -9.9% | 34,047 | -6.6% | 1.06% | -3.1% |
| PJAN | Buy | Innovator S&P 500 Power Buffer JANetf | $1,990,000 | +8.1% | 61,096 | +10.4% | 1.02% | +16.2% |
| SCHO | Schwab Short Term Usetf | $1,984,000 | -2.6% | 40,058 | 0.0% | 1.02% | +4.7% | |
| MEAR | Buy | iShares Short Maturity | $1,977,000 | +23.9% | 39,735 | +24.8% | 1.01% | +33.1% |
| SCHA | Buy | Schwab U.S. Small Cap ETFetf | $1,783,000 | +5.8% | 37,658 | +128.6% | 0.91% | +13.7% |
| CRM | Buy | Salesforce Com | $1,770,000 | -13.5% | 8,336 | +3.5% | 0.91% | -7.1% |
| GOOG | Sell | Alphabet Inc Class C | $1,743,000 | -4.5% | 624 | -1.1% | 0.89% | +2.5% |
| IGF | Buy | iShares Global Infrastructureglb infrastr etf | $1,739,000 | +10.9% | 34,185 | +3.8% | 0.89% | +19.1% |
| DIS | Buy | Disney Walt Co | $1,728,000 | -6.7% | 12,601 | +5.4% | 0.88% | +0.2% |
| Buy | Berkshire Hathaway Inc B | $1,716,000 | +30.1% | 4,862 | +10.2% | 0.88% | +39.7% | |
| RNRG | Buy | Global X Yield Co &Renewable Energy | $1,663,000 | +10.0% | 103,391 | +7.1% | 0.85% | +18.2% |
| JNJ | Buy | Johnson & Johnson | $1,635,000 | +9.6% | 9,223 | +5.7% | 0.84% | +17.9% |
| PFFV | Sell | Global X Variable Rate Preferred ETFetf | $1,636,000 | -39.9% | 62,730 | -36.1% | 0.84% | -35.5% |
| NEP | Buy | Nextera Energy Partners Lp | $1,622,000 | +7.8% | 19,455 | +9.1% | 0.83% | +15.7% |
| IAU | Sell | iShares Gold Trustishares new | $1,613,000 | -2.9% | 43,798 | -8.2% | 0.83% | +4.3% |
| MCHP | Sell | Microchip Technology Inc | $1,540,000 | -13.9% | 20,496 | -0.2% | 0.79% | -7.5% |
| CVS | Sell | C V S Health Corporation | $1,487,000 | -3.2% | 14,688 | -1.3% | 0.76% | +4.1% |
| JPM | Buy | JPMorgan Chase & Co | $1,456,000 | -11.6% | 10,680 | +2.7% | 0.75% | -5.0% |
| NKE | Buy | Nike Inc Class B | $1,454,000 | -18.2% | 10,807 | +1.4% | 0.74% | -12.0% |
| INTU | Buy | Intuit Inc | $1,454,000 | -24.5% | 3,024 | +1.0% | 0.74% | -18.8% |
| UNP | Buy | Union Pacific Corp | $1,422,000 | +15.0% | 5,206 | +6.1% | 0.73% | +23.8% |
| PIO | Buy | Invesco Global Clean Water ETFetf | $1,410,000 | -4.5% | 38,598 | +13.6% | 0.72% | +2.6% |
| ELD | Buy | WisdomTree Emerging Markets Lcl Dbt ETFem lcl debt fd | $1,352,000 | +61.1% | 48,327 | +72.7% | 0.69% | +73.2% |
| PG | Buy | Procter & Gamble | $1,351,000 | -6.3% | 8,844 | +0.4% | 0.69% | +0.6% |
| MKC | Sell | Mccormick & Co Inc N-Vt | $1,348,000 | -0.2% | 13,509 | -3.4% | 0.69% | +7.3% |
| AMT | Buy | American Tower Corporation | $1,222,000 | -7.8% | 4,863 | +7.3% | 0.63% | -0.9% |
| PYPL | Buy | Paypal Holdings Inco | $1,141,000 | -36.8% | 9,868 | +3.1% | 0.58% | -32.0% |
| MMC | Buy | Marsh & Mc Lennan Co Inc | $1,140,000 | +2.1% | 6,688 | +4.0% | 0.58% | +9.6% |
| TRV | Travelers Companies Inc | $1,123,000 | +16.9% | 6,144 | 0.0% | 0.58% | +25.5% | |
| BMY | Sell | Bristol-Myers Squibb Co | $1,031,000 | +12.6% | 14,121 | -3.9% | 0.53% | +20.8% |
| SCHW | Buy | Charles Schwab & Co. | $1,024,000 | +3.9% | 12,141 | +3.6% | 0.52% | +11.7% |
| SBUX | Buy | Starbucks Corp | $1,008,000 | -16.6% | 11,076 | +7.2% | 0.52% | -10.6% |
| PFE | Pfizer Incorporated | $996,000 | -12.4% | 19,247 | 0.0% | 0.51% | -5.9% | |
| EUSA | Buy | iShares MSCI USA Equal Wt | $971,000 | +5.8% | 11,445 | +11.6% | 0.50% | +13.7% |
| ABCB | Buy | Amerisourcebergen Corp | $962,000 | +24.5% | 6,220 | +6.9% | 0.49% | +33.6% |
| RSP | Invesco S&P 500 Equal Weight ETFetf | $955,000 | -3.1% | 6,057 | 0.0% | 0.49% | +4.0% | |
| NEE | Buy | Nextera Energy Inc | $908,000 | +15.7% | 10,718 | +27.5% | 0.46% | +24.3% |
| NVS | Novartis A G Spon ADRsponsored adr | $890,000 | +0.3% | 10,137 | 0.0% | 0.46% | +7.8% | |
| GNOM | Buy | Genomics & Biotechnology ETF - Global Xgenomic biotech | $875,000 | +150.0% | 58,225 | +230.6% | 0.45% | +168.3% |
| V | Visa Inc Cl A | $862,000 | +2.4% | 3,885 | 0.0% | 0.44% | +10.0% | |
| ECL | Buy | Ecolab Inc | $771,000 | -7.7% | 4,366 | +22.6% | 0.40% | -0.8% |
| EDIT | Editas Medicine Inc | $761,000 | -28.4% | 40,023 | 0.0% | 0.39% | -23.1% | |
| EMIF | Buy | iShares Emerging Markets Infrastructureemgr mkt inf etf | $702,000 | +46.2% | 30,516 | +55.7% | 0.36% | +57.2% |
| Buy | American Water Works Co | $690,000 | -3.9% | 4,170 | +9.7% | 0.35% | +3.5% | |
| HON | Buy | Honeywell International | $666,000 | +17.0% | 3,421 | +25.3% | 0.34% | +25.8% |
| DUK | Sell | Duke Energy Corp | $664,000 | +6.2% | 5,948 | -0.2% | 0.34% | +14.1% |
| FAN | Buy | First Trust Global Wind Energy ETFetf | $643,000 | +7.3% | 32,540 | +10.0% | 0.33% | +15.0% |
| VTI | Buy | Vanguard Total Stock Mktetf | $626,000 | -5.4% | 2,751 | +0.3% | 0.32% | +1.6% |
| VMBS | Buy | Vanguard Mortgage Backed | $619,000 | +3338.9% | 12,350 | +3428.6% | 0.32% | +3422.2% |
| CVX | Sell | Chevron Corporation | $509,000 | +18.6% | 3,124 | -14.5% | 0.26% | +27.3% |
| EBAY | Buy | Ebay Inc | $490,000 | -7.4% | 8,550 | +7.5% | 0.25% | -0.4% |
| XENE | Sell | Xenon Pharmaceuticals | $458,000 | -18.9% | 14,994 | -17.1% | 0.24% | -12.6% |
| Buy | Global X Wind Energy ETFwind energy etf | $422,000 | +42.1% | 19,665 | +54.7% | 0.22% | +52.1% | |
| D | Sell | Dominion Resources Inc Va New | $414,000 | +7.5% | 4,869 | -0.6% | 0.21% | +15.2% |
| TSLA | Tesla Motors Inc | $407,000 | +2.0% | 378 | 0.0% | 0.21% | +10.0% | |
| C | Buy | Citigroup Inc | $366,000 | +218.3% | 6,860 | +259.2% | 0.19% | +241.8% |
| SO | The Southern Company | $366,000 | +5.8% | 5,043 | 0.0% | 0.19% | +13.9% | |
| ABBV | AbbVie Inc | $354,000 | +19.6% | 2,185 | 0.0% | 0.18% | +28.4% | |
| NVDA | Buy | Nvidia Corp | $342,000 | -5.5% | 1,255 | +1.9% | 0.18% | +1.2% |
| SHM | SPDR Nuveen Blmbrg | $342,000 | -3.7% | 7,225 | 0.0% | 0.18% | +3.6% | |
| IBND | Sell | SPDR Blmbg Barclays Intl Corp Bd ETFbloomberg intl | $335,000 | -41.8% | 10,500 | -36.9% | 0.17% | -37.5% |
| SCHM | Buy | Schwab US Mid-Cap ETFetf | $319,000 | -5.6% | 4,200 | +0.0% | 0.16% | +1.2% |
| PM | Buy | Philip Morris Intl Inc | $313,000 | -0.9% | 3,331 | +0.1% | 0.16% | +6.0% |
| SPY | SPDR S&P 500 ETF | $309,000 | -4.9% | 684 | 0.0% | 0.16% | +1.9% | |
| NSC | Norfolk Southern Corp | $305,000 | -4.4% | 1,070 | 0.0% | 0.16% | +2.6% | |
| VB | Vanguard Small Capetf | $299,000 | -6.0% | 1,408 | 0.0% | 0.15% | +0.7% | |
| FLDR | Fidelity Low Duration Bond Factor ETFlow durtin etf | $289,000 | -1.0% | 5,754 | 0.0% | 0.15% | +6.5% | |
| SDY | Buy | SPDR S&P Dividend ETF | $245,000 | +44.1% | 1,914 | +45.7% | 0.13% | +55.6% |
| LOW | Sell | Lowes Companies Inc | $242,000 | -21.9% | 1,195 | -0.4% | 0.12% | -16.2% |
| MO | Altria Group Inc | $240,000 | +10.1% | 4,597 | 0.0% | 0.12% | +18.3% | |
| XOM | Buy | Exxon Mobil Corporation | $238,000 | +43.4% | 2,879 | +6.1% | 0.12% | +54.4% |
| VEU | Buy | Vanguard All World Ex-U.S.etf | $220,000 | +5.8% | 3,817 | +12.7% | 0.11% | +14.1% |
| MRK | Merck & Co Inc New | $220,000 | +7.3% | 2,679 | 0.0% | 0.11% | +15.3% | |
| CI | Cigna Corp | $214,000 | +4.4% | 894 | 0.0% | 0.11% | +12.2% | |
| ICSH | iShares Ultra Short Term | $201,000 | -0.5% | 4,000 | 0.0% | 0.10% | +7.3% | |
| Microport Scientfi Ord | $81,000 | -37.2% | 35,495 | 0.0% | 0.04% | -32.3% | ||
| GERN | Geron Corp | $18,000 | +12.5% | 13,450 | 0.0% | 0.01% | +12.5% | |
| IDLV | Exit | Invesco S&P Intl Dev Low Vol ETFs&p intl low | $0 | – | -29 | -100.0% | 0.00% | – |
| CKHUY | Exit | CK Hutchison Holdings Ltd | $0 | – | -205 | -100.0% | 0.00% | – |
| Exit | Healthier Choices Ma | $0 | – | -1 | -100.0% | 0.00% | – | |
| VNQ | Exit | Vanguard Reitetf | $0 | – | -11 | -100.0% | 0.00% | – |
| Exit | Facedrive Inc. | $0 | – | -200 | -100.0% | 0.00% | – | |
| Exit | INNOVATOR US EQY ACCLR 9 BUF ETFus eqty accelrt9 | $0 | – | -34 | -100.0% | 0.00% | – | |
| SPLV | Exit | Invesco S&P 500 Low Volatility ETFs&p500 low vol | $0 | – | -20 | -100.0% | 0.00% | – |
| GTX | Exit | Garrett Motion Inc | $0 | – | -15 | -100.0% | 0.00% | – |
| LITE | Exit | Lumentum Holdings In | $0 | – | -4 | -100.0% | 0.00% | – |
| TLRY | Exit | Tilray Inc | $0 | – | -150 | -100.0% | 0.00% | – |
| REZI | Exit | Resideo Technologies Inc | $0 | – | -25 | -100.0% | 0.00% | – |
| AMRS | Exit | Amyris Inc | $0 | – | -150 | -100.0% | 0.00% | – |
| VERV | Exit | VERVE THERAPEUTICS ORD | $0 | – | -15 | -100.0% | 0.00% | – |
| FVD | Exit | First Trust Value Line Dividend ETF | $0 | – | -27 | -100.0% | 0.00% | – |
| REET | Exit | iShares Global Reit ETF | $0 | – | -22 | -100.0% | 0.00% | – |
| SENS | Exit | Senseonics Holdings Inc | $0 | – | -500 | -100.0% | 0.00% | – |
| SAN | Exit | Banco Santander SA ADRadr | $0 | – | -192 | -100.0% | 0.00% | – |
| DBAW | Exit | Deut X Trk Msci Wld Ex | $0 | – | -38 | -100.0% | 0.00% | – |
| SCHE | Exit | Schwab Emg Mkt Eq ETFetf | $0 | – | -12 | -100.0% | 0.00% | – |
| BBI | Exit | Brickell Biotech Inc | $0 | – | -3,300 | -100.0% | 0.00% | – |
| PHOT | Exit | Growlife Inc | $0 | – | -100 | -100.0% | 0.00% | – |
| SCHV | Exit | Schwab Us Large Capetf | $0 | – | -15 | -100.0% | 0.00% | – |
| BAMR | Exit | BROOKFIELD ASSET MAN CL A ORDcl a exch lt vtg | $0 | – | -6 | -100.0% | 0.00% | – |
| CFMS | Exit | Conformis Inc | $0 | – | -600 | -100.0% | 0.00% | – |
| Exit | Etfs Physical Preciousphyscl pm basket | $0 | – | -15 | -100.0% | 0.00% | – | |
| KO | Exit | Coca Cola Company | $0 | – | -46 | -100.0% | -0.00% | – |
| DEO | Exit | Diageo ADR Each Repr 4 Ord Gbx28.935185sponsored adr | $0 | – | -9 | -100.0% | -0.00% | – |
| ALC | Exit | Alcon Inc | $0 | – | -32 | -100.0% | -0.00% | – |
| Exit | ORION OFFICE REIT INC COM | $0 | – | -169 | -100.0% | -0.00% | – | |
| AMLP | Exit | Alerian MLP ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| BSMX | Exit | Banco Santander Mexico SAsponsored ads b | $0 | – | -500 | -100.0% | -0.00% | – |
| PTON | Exit | Peloton Interactive Inc | $0 | – | -75 | -100.0% | -0.00% | – |
| CMCSA | Exit | Comcast Corp New Cl A | $0 | – | -66 | -100.0% | -0.00% | – |
| RDHL | Exit | Redhill Biopharma Ltdsponsored ads | $0 | – | -1,300 | -100.0% | -0.00% | – |
| SRGA | Exit | Surgalign Holdings Inc | $0 | – | -4,300 | -100.0% | -0.00% | – |
| FNDF | Exit | Schwab Fundamental Intl Lg Co ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| DGRO | Exit | iShares Core Dividend Growth ETFcore div grwth | $0 | – | -46 | -100.0% | -0.00% | – |
| ZBH | Exit | Zimmer Biomet Holdings Inc | $0 | – | -13 | -100.0% | -0.00% | – |
| CL | Exit | Colgate-Palmolive Co | $0 | – | -26 | -100.0% | -0.00% | – |
| DXJ | Exit | Wisdomtree Jpn Hdgd Eqty | $0 | – | -34 | -100.0% | -0.00% | – |
| OGN | Exit | Organon &Co Common Stock | $0 | – | -60 | -100.0% | -0.00% | – |
| Exit | A F L A C Inc | $0 | – | -44 | -100.0% | -0.00% | – | |
| LMT | Exit | Lockheed Martin Corp | $0 | – | -5 | -100.0% | -0.00% | – |
| EWMC | Exit | Invesco S&P Midcap 400etf | $0 | – | -23 | -100.0% | -0.00% | – |
| SCHZ | Exit | Sch Us Agg Bnd ETFetf | $0 | – | -40 | -100.0% | -0.00% | – |
| EEMS | Exit | iShares Msci Emerging Small Cap | $0 | – | -50 | -100.0% | -0.00% | – |
| VO | Exit | Vanguard Mid Cap | $0 | – | -10 | -100.0% | -0.00% | – |
| OPI | Exit | Office Properties Income Trust | $0 | – | -75 | -100.0% | -0.00% | – |
| HEFA | Exit | iShares Currency Hedge ETF | $0 | – | -53 | -100.0% | -0.00% | – |
| PNC | Exit | PNC Financial Srvcs | $0 | – | -12 | -100.0% | -0.00% | – |
| AJG | Exit | Arthur J. Gallagher & Co | $0 | – | -25 | -100.0% | -0.00% | – |
| UGI | Exit | U G I Corporation | $0 | – | -109 | -100.0% | -0.00% | – |
| BIIB | Exit | Biogen Inc | $0 | – | -15 | -100.0% | -0.00% | – |
| CCI | Exit | Crown Castle Intl Corp | $0 | – | -23 | -100.0% | -0.00% | – |
| Exit | KYNDRYL HOLDINGS ORD WI | $0 | – | -245 | -100.0% | -0.00% | – | |
| WAB | Exit | Wabtec | $0 | – | -41 | -100.0% | -0.00% | – |
| WM | Exit | Waste Management Inc | $0 | – | -30 | -100.0% | -0.00% | – |
| UBER | Exit | Uber Technologies Inc | $0 | – | -126 | -100.0% | -0.00% | – |
| TRI | Exit | Thomson Reuters Corp Com | $0 | – | -34 | -100.0% | -0.00% | – |
| RYH | Exit | Invesco S&P 500 Equal Wt Hlth Care ETFetf | $0 | – | -15 | -100.0% | -0.00% | – |
| Exit | Victorias Secret & Co | $0 | – | -66 | -100.0% | -0.00% | – | |
| EAST | Exit | Eastside Distilling Inc | $0 | – | -2,200 | -100.0% | -0.00% | – |
| FNDC | Exit | Schwab Fundamental Intl Sm Co ETFetf | $0 | – | -200 | -100.0% | -0.00% | – |
| TOWN | Exit | Towne Bank | $0 | – | -200 | -100.0% | -0.00% | – |
| NEM | Exit | Newmont Mining Corp | $0 | – | -100 | -100.0% | -0.00% | – |
| SHE | Exit | SPDR SSGA Gender Diversity ETFetf | $0 | – | -65 | -100.0% | -0.00% | – |
| HDV | Exit | Ishares Core High Dividend Etfetf | $0 | – | -65 | -100.0% | -0.00% | – |
| MDT | Exit | Medtronic Inc | $0 | – | -63 | -100.0% | -0.00% | – |
| BXMX | Exit | Nuveen S&P500 Buy-Write | $0 | – | -500 | -100.0% | -0.00% | – |
| IWO | Exit | iShares Russell 2000rus 2000 grw etf | $0 | – | -25 | -100.0% | -0.00% | – |
| SSD | Exit | Simpson Manufacturing Co Inc | $0 | – | -48 | -100.0% | -0.00% | – |
| KHC | Exit | Kraft Heinz Company | $0 | – | -161 | -100.0% | -0.00% | – |
| PLTR | Exit | Palantir Technologies Inc | $0 | – | -400 | -100.0% | -0.00% | – |
| BABA | Exit | Alibaba Group Hldg ADRsponsored ads | $0 | – | -50 | -100.0% | -0.00% | – |
| RPG | Exit | Invesco S&P 500 Pure Growth ETFetf | $0 | – | -38 | -100.0% | -0.00% | – |
| VOO | Exit | Vanguard S&P 500 ETF | $0 | – | -18 | -100.0% | -0.00% | – |
| ROBO | Exit | Robo Gbl Rbotcs And | $0 | – | -125 | -100.0% | -0.00% | – |
| GLD | Exit | SPDR Gold Shares | $0 | – | -45 | -100.0% | -0.00% | – |
| DDD | Exit | 3 D Systems Corp | $0 | – | -400 | -100.0% | -0.00% | – |
| Exit | Allogene Therapeutics In | $0 | – | -575 | -100.0% | -0.00% | – | |
| WBK | Exit | Westpac Banking Corpsponsored adr | $0 | – | -500 | -100.0% | -0.00% | – |
| NTAP | Exit | NetApp Inc | $0 | – | -100 | -100.0% | -0.00% | – |
| HSBC | Exit | HSBC Hldgs Plc ADR Newspon adr new | $0 | – | -300 | -100.0% | -0.00% | – |
| Exit | Airbnb Inc | $0 | – | -50 | -100.0% | -0.00% | – | |
| Exit | Allete Inc New | $0 | – | -150 | -100.0% | -0.01% | – | |
| VUG | Exit | Vanguard Growth ETFgrowth etf | $0 | – | -30 | -100.0% | -0.01% | – |
| Exit | ARTERIS INC COM | $0 | – | -500 | -100.0% | -0.01% | – | |
| Exit | Advanced Micro Devices | $0 | – | -70 | -100.0% | -0.01% | – | |
| JWN | Exit | Nordstrom Inc | $0 | – | -500 | -100.0% | -0.01% | – |
| COP | Exit | Conocophillips | $0 | – | -154 | -100.0% | -0.01% | – |
| GS | Exit | Goldman Sachs Group Inc | $0 | – | -30 | -100.0% | -0.01% | – |
| PLUG | Exit | Plug Power Inc | $0 | – | -375 | -100.0% | -0.01% | – |
| SWAV | Exit | Shockwave Medical Inc | $0 | – | -55 | -100.0% | -0.01% | – |
| VT | Exit | Vanguard Total Worldetf | $0 | – | -110 | -100.0% | -0.01% | – |
| Exit | Amer Electric Pwr Co Inc | $0 | – | -140 | -100.0% | -0.01% | – | |
| CMG | Exit | Chipotle Mexican Grill Inc Class A | $0 | – | -7 | -100.0% | -0.01% | – |
| MDY | Exit | SPDR S&P Midcap 400 ETF | $0 | – | -26 | -100.0% | -0.01% | – |
| CSCO | Exit | Cisco Systems Inc | $0 | – | -183 | -100.0% | -0.01% | – |
| UL | Exit | Unilever PLC ADRspon adr new | $0 | – | -250 | -100.0% | -0.01% | – |
| XPER | Exit | Xperi Corp | $0 | – | -682 | -100.0% | -0.01% | – |
| PFF | Exit | iShares US Preferred Stock ETFpfd and incm sec | $0 | – | -300 | -100.0% | -0.01% | – |
| SQ | Exit | Square Inc | $0 | – | -75 | -100.0% | -0.01% | – |
| EFA | Exit | iShares MSCI EAFE ETFetf | $0 | – | -149 | -100.0% | -0.01% | – |
| EPR | Exit | EPR Properties | $0 | – | -250 | -100.0% | -0.01% | – |
| Exit | Bath & Body Works Inc | $0 | – | -200 | -100.0% | -0.01% | – | |
| TD | Exit | Toronto Dominion Bk Ont Com New | $0 | – | -200 | -100.0% | -0.01% | – |
| UPS | Exit | United Parcel Service B | $0 | – | -68 | -100.0% | -0.01% | – |
| XEL | Exit | Xcel Energy Inc | $0 | – | -200 | -100.0% | -0.01% | – |
| ETR | Exit | Entergy Corp | $0 | – | -120 | -100.0% | -0.01% | – |
| ENPH | Exit | Enphase Energy Inc | $0 | – | -80 | -100.0% | -0.01% | – |
| VTRS | Exit | Mylan Nv | $0 | – | -1,088 | -100.0% | -0.01% | – |
| CSWC | Exit | Capital Southwest Corp | $0 | – | -597 | -100.0% | -0.01% | – |
| HD | Exit | Home Depot Inc | $0 | – | -34 | -100.0% | -0.01% | – |
| PBE | Exit | Invesco Dynamic Biotechnology & Genome ETFetf | $0 | – | -200 | -100.0% | -0.01% | – |
| PPL | Exit | Ppl Corporation | $0 | – | -453 | -100.0% | -0.01% | – |
| SNOW | Exit | Snowflake Cl A Ord | $0 | – | -50 | -100.0% | -0.01% | – |
| MLPA | Exit | Global X Mlp ETFglbl x mlp etf | $0 | – | -500 | -100.0% | -0.01% | – |
| BUG | Exit | Global X Cybersecurity ETFcybrscurty etf | $0 | – | -500 | -100.0% | -0.01% | – |
| IDV | Exit | iShares International Select Dividendetf | $0 | – | -500 | -100.0% | -0.01% | – |
| Exit | Antares Pharma Inc | $0 | – | -5,000 | -100.0% | -0.01% | – | |
| MFC | Exit | Manulife Financial | $0 | – | -950 | -100.0% | -0.01% | – |
| WH | Exit | Wyndham Hotels & Resorts Inc | $0 | – | -200 | -100.0% | -0.01% | – |
| WFC | Exit | Wells Fargo & Co New | $0 | – | -393 | -100.0% | -0.01% | – |
| SHY | Exit | iShares 1-3 Year Treasury Bond1 3 yr treas bd | $0 | – | -220 | -100.0% | -0.01% | – |
| EFAX | Exit | SPDR Msci EAFE FSI Fuelmsci eafe fs etf | $0 | – | -225 | -100.0% | -0.01% | – |
| F | Exit | Ford Motor Company New | $0 | – | -1,000 | -100.0% | -0.01% | – |
| FCX | Exit | Freeport Mcmoran Copper | $0 | – | -500 | -100.0% | -0.01% | – |
| WMT | Exit | Wal-Mart Stores Inc | $0 | – | -154 | -100.0% | -0.01% | – |
| CMF | Exit | iShares Calif Amt Freeetf | $0 | – | -337 | -100.0% | -0.01% | – |
| KMB | Exit | Kimberly-Clark Corp | $0 | – | -150 | -100.0% | -0.01% | – |
| PSK | Exit | SPDR Preferred Stock Wells Fargo | $0 | – | -480 | -100.0% | -0.01% | – |
| MET | Exit | MetLife Inc | $0 | – | -350 | -100.0% | -0.01% | – |
| VCSH | Exit | Vanguard St-Term Corp Bond ETF | $0 | – | -250 | -100.0% | -0.01% | – |
| EEMX | Exit | SPDR MSCI Emerging Mkt Ex Fossil Fuelsmsci emr mkt etf | $0 | – | -315 | -100.0% | -0.01% | – |
| AOR | Exit | iShares Core Growth Allocation ETFetf | $0 | – | -397 | -100.0% | -0.01% | – |
| IVV | Exit | iShares Core S&P ETFetf | $0 | – | -50 | -100.0% | -0.01% | – |
| CAT | Exit | Caterpillar Inc | $0 | – | -110 | -100.0% | -0.01% | – |
| ESGE | Exit | iShares ESG MSCI Emetf | $0 | – | -610 | -100.0% | -0.01% | – |
| BWX | Exit | SPDR Lehman International Treasury ETF | $0 | – | -932 | -100.0% | -0.01% | – |
| SRRA | Exit | Sierra Oncology Inc | $0 | – | -1,140 | -100.0% | -0.01% | – |
| TFC | Exit | Truist Finl Corp Com | $0 | – | -434 | -100.0% | -0.01% | – |
| GSPRD | Exit | Goldman Sachs Group Inc | $0 | – | -1,000 | -100.0% | -0.01% | – |
| CTVA | Exit | Corteva Inc | $0 | – | -543 | -100.0% | -0.01% | – |
| OTIS | Exit | OTIS Worldwide Corp-Wi | $0 | – | -319 | -100.0% | -0.01% | – |
| HPE | Exit | Hewlett Packard Ente | $0 | – | -1,792 | -100.0% | -0.01% | – |
| XBAP | Exit | Innovator US Eq Acltd 9 Bfr ETFTM Aprilus equity accele | $0 | – | -1,000 | -100.0% | -0.01% | – |
| VOD | Exit | Vodafone Group New ADRsponsored adr | $0 | – | -1,800 | -100.0% | -0.01% | – |
| QLV | Exit | Flexshares U.S. Low Volatility ETFus qt lw vlty | $0 | – | -500 | -100.0% | -0.01% | – |
| Exit | Amgen Incorporated | $0 | – | -127 | -100.0% | -0.01% | – | |
| ERF | Exit | Enerplus Corp | $0 | – | -2,800 | -100.0% | -0.01% | – |
| SCHF | Exit | Schwab Internationaletf | $0 | – | -757 | -100.0% | -0.01% | – |
| OKE | Exit | Oneok Inc New | $0 | – | -500 | -100.0% | -0.01% | – |
| EXC | Exit | Exelon Corporation | $0 | – | -519 | -100.0% | -0.01% | – |
| ESGV | Exit | Vanguard ESG US Stock ETFetf | $0 | – | -350 | -100.0% | -0.02% | – |
| JCI | Exit | Johnson Controls International Plc | $0 | – | -396 | -100.0% | -0.02% | – |
| DOW | Exit | Dow Inc | $0 | – | -543 | -100.0% | -0.02% | – |
| CP | Exit | Canadian Pacific Railway Ltd | $0 | – | -432 | -100.0% | -0.02% | – |
| Exit | Applied Materials Inc | $0 | – | -200 | -100.0% | -0.02% | – | |
| VYM | Exit | Vanguard High Dividendetf | $0 | – | -300 | -100.0% | -0.02% | – |
| VOTE | Exit | ENGINE NO 1 TRANSFORM 500 ETFtransfrm 500 etf | $0 | – | -600 | -100.0% | -0.02% | – |
| PEG | Exit | Pub Svc Ent Group Inc | $0 | – | -500 | -100.0% | -0.02% | – |
| VXUS | Exit | Vanguard Total International Stock ETFvg tl intl stk f | $0 | – | -571 | -100.0% | -0.02% | – |
| MDLZ | Exit | Mondelez Intl Inc Com | $0 | – | -522 | -100.0% | -0.02% | – |
| CARR | Exit | Carrier Global Corp | $0 | – | -640 | -100.0% | -0.02% | – |
| MUB | Exit | iShares Trustnational mun etf | $0 | – | -311 | -100.0% | -0.02% | – |
| EPRPRC | Exit | EPR Propertiespfd c cv 5.75% | $0 | – | -1,350 | -100.0% | -0.02% | – |
| WEC | Exit | W E C Energy Group I | $0 | – | -369 | -100.0% | -0.02% | – |
| GSK | Exit | Glaxosmithkline Plc ADRFsponsored adr | $0 | – | -850 | -100.0% | -0.02% | – |
| EFAV | Exit | iShares MSCI EAFE Min Vol Factor ETFetf | $0 | – | -500 | -100.0% | -0.02% | – |
| AGG | Exit | iShares Core Total ETFetf | $0 | – | -322 | -100.0% | -0.02% | – |
| USB | Exit | US Bancorp Del Com New | $0 | – | -670 | -100.0% | -0.02% | – |
| VXF | Exit | Vanguard Extended Market ETFextend mkt etf | $0 | – | -208 | -100.0% | -0.02% | – |
| MTUM | Exit | iShares Edge Msci Usa | $0 | – | -210 | -100.0% | -0.02% | – |
| PFFD | Exit | Global X US Preferred ETFetf | $0 | – | -1,500 | -100.0% | -0.02% | – |
| IGV | Exit | iShares North Amrn Techexpanded tech | $0 | – | -100 | -100.0% | -0.02% | – |
| IJR | Exit | iShares Core S&P Small-Cap ETFetf | $0 | – | -342 | -100.0% | -0.02% | – |
| GILD | Exit | Gilead Sciences Inc | $0 | – | -539 | -100.0% | -0.02% | – |
| DD | Exit | Du Pont E I De Nemour&Co | $0 | – | -505 | -100.0% | -0.02% | – |
| Exit | Global X AgTech & Food Innovation ETFglobal x agtech | $0 | – | -2,100 | -100.0% | -0.02% | – | |
| SBIO | Exit | Alps Medical | $0 | – | -1,000 | -100.0% | -0.02% | – |
| UJUN | Exit | Innovator S&P 500 Ultra Buffer ETF JUNetf | $0 | – | -1,440 | -100.0% | -0.02% | – |
| EEM | Exit | iShares Msci Emerging Markets ETFetf | $0 | – | -900 | -100.0% | -0.02% | – |
| CTEC | Exit | Global X CleanTech ETFcleantech etf | $0 | – | -2,500 | -100.0% | -0.02% | – |
| CRBN | Exit | iShares MSCI ACWI | $0 | – | -265 | -100.0% | -0.02% | – |
| LOUP | Exit | Innovator Loup Frontieretf | $0 | – | -900 | -100.0% | -0.02% | – |
| CSWI | Exit | CSW Industrials Inc | $0 | – | -411 | -100.0% | -0.02% | – |
| CACC | Exit | Credit Acceptance Corp | $0 | – | -77 | -100.0% | -0.02% | – |
| BAM | Exit | Brookfield Asset Management Inc Class Acl a ltd vt sh | $0 | – | -900 | -100.0% | -0.03% | – |
| PSX | Exit | Phillips 66 | $0 | – | -750 | -100.0% | -0.03% | – |
| LQD | Exit | iShares Investment Grade Corporate Bond ETFetf | $0 | – | -442 | -100.0% | -0.03% | – |
| CB | Exit | Chubb Ltd | $0 | – | -315 | -100.0% | -0.03% | – |
| Exit | Boeing Co | $0 | – | -300 | -100.0% | -0.03% | – | |
| ES | Exit | Eversource Energy | $0 | – | -661 | -100.0% | -0.03% | – |
| Exit | INNOVATOR INTRL DVP PW BF OCT ETFinternational dv | $0 | – | -2,500 | -100.0% | -0.03% | – | |
| SUSL | Exit | iShares ESG MSCI USA Leaders ETFetf | $0 | – | -750 | -100.0% | -0.03% | – |
| ITW | Exit | Illinois Tool Works | $0 | – | -250 | -100.0% | -0.03% | – |
| PNOV | Exit | INNOVATOR US EQY POWER BUFFER ETFus eqty pwr buf | $0 | – | -2,000 | -100.0% | -0.03% | – |
| PDEC | Exit | INNOVATOR US EQY POWER BUFFER ETFus eqty pwr buf | $0 | – | -2,000 | -100.0% | -0.03% | – |
| IHF | Exit | iShares US Healthcare Providersus hlthcr pr etf | $0 | – | -221 | -100.0% | -0.03% | – |
| QQQ | Exit | Invesco QQQ Trustunit ser 1 | $0 | – | -162 | -100.0% | -0.03% | – |
| Exit | Bank Of America Corp | $0 | – | -1,460 | -100.0% | -0.03% | – | |
| BEN | Exit | Franklin Resources Inc | $0 | – | -2,075 | -100.0% | -0.03% | – |
| SHOP | Exit | Shopify Inccl a | $0 | – | -50 | -100.0% | -0.03% | – |
| CHD | Exit | Church & Dwight Co Inc | $0 | – | -700 | -100.0% | -0.03% | – |
| TGT | Exit | Target Corporation | $0 | – | -314 | -100.0% | -0.04% | – |
| LBRDK | Exit | Liberty Broadband Corp | $0 | – | -464 | -100.0% | -0.04% | – |
| SCHB | Exit | Schwab U.S. Brd Mkt ETFetf | $0 | – | -675 | -100.0% | -0.04% | – |
| PSA | Exit | Public Storage | $0 | – | -200 | -100.0% | -0.04% | – |
| BALT | Exit | Innovator Defined Wealth Shld ETFdefined wlt shld | $0 | – | -3,000 | -100.0% | -0.04% | – |
| PCH | Exit | PotlatchDeltic Corp | $0 | – | -1,273 | -100.0% | -0.04% | – |
| A | Exit | Agilent Technologies Inc | $0 | – | -500 | -100.0% | -0.04% | – |
| KJUL | Exit | INNOVATOR US SMALL CAP PWR BFFR ETFus sml cp pwr b | $0 | – | -3,000 | -100.0% | -0.04% | – |
| CM | Exit | Canadian Imperial Bank of Commerce | $0 | – | -697 | -100.0% | -0.04% | – |
| Exit | BP Plc ADRsponsored adr | $0 | – | -3,172 | -100.0% | -0.04% | – | |
| LIN | Exit | Linde Plc | $0 | – | -250 | -100.0% | -0.04% | – |
| Exit | General Electric Company | $0 | – | -905 | -100.0% | -0.04% | – | |
| EJAN | Exit | Innovator MSCI Em Mkts Pwr Bffr ETF Janemrgng mkt jan | $0 | – | -3,000 | -100.0% | -0.04% | – |
| GIS | Exit | General Mills Inc | $0 | – | -1,300 | -100.0% | -0.04% | – |
| NFLX | Exit | Netflix Inc | $0 | – | -150 | -100.0% | -0.04% | – |
| NVO | Exit | Novo-Nordisk A Sadr | $0 | – | -832 | -100.0% | -0.04% | – |
| INTC | Exit | Intel Corp | $0 | – | -1,828 | -100.0% | -0.04% | – |
| W | Exit | Wayfair Inccl a | $0 | – | -500 | -100.0% | -0.04% | – |
| IWM | Exit | iShares Russell 2000 ETFetf | $0 | – | -425 | -100.0% | -0.04% | – |
| TWLO | Exit | Twilio Inc | $0 | – | -375 | -100.0% | -0.05% | – |
| DOCU | Exit | Docusign INC | $0 | – | -660 | -100.0% | -0.05% | – |
| VRIG | Exit | Invesco Variable Rate Investment Grd ETFvar rate invt | $0 | – | -4,000 | -100.0% | -0.05% | – |
| RTX | Exit | Raytheon Technologies Ord | $0 | – | -1,190 | -100.0% | -0.05% | – |
| PJUN | Exit | Innovator S&P 500 Power Buffer ETF Newetf | $0 | – | -3,300 | -100.0% | -0.05% | – |
| Exit | American Express Company | $0 | – | -675 | -100.0% | -0.05% | – | |
| ED | Exit | Consolidated Edison Hldg Co Inc | $0 | – | -1,310 | -100.0% | -0.05% | – |
| J | Exit | Jacobs Engineering Group Inc | $0 | – | -821 | -100.0% | -0.05% | – |
| RHHBY | Exit | Roche Hldg Ag | $0 | – | -2,480 | -100.0% | -0.06% | – |
| ILCB | Exit | iShares Morningstar Large-Cap ETFetf | $0 | – | -1,936 | -100.0% | -0.06% | – |
| APAM | Exit | Artisan Partners Asset Management Inccl a | $0 | – | -2,764 | -100.0% | -0.06% | – |
| PODD | Exit | Insulet Corp | $0 | – | -503 | -100.0% | -0.06% | – |
| VCIT | Exit | Vanguard Interm Corp Bond ETF | $0 | – | -1,455 | -100.0% | -0.06% | – |
| DE | Exit | Deere & Co | $0 | – | -400 | -100.0% | -0.06% | – |
| WDAY | Exit | Workday Inc Cl A | $0 | – | -509 | -100.0% | -0.07% | – |
| TMO | Exit | Thermo Fisher Scientific | $0 | – | -210 | -100.0% | -0.07% | – |
| VSGX | Exit | Vanguard Esg Internatnletf | $0 | – | -2,300 | -100.0% | -0.07% | – |
| U | Exit | Unity Software Inc | $0 | – | -1,006 | -100.0% | -0.07% | – |
| VZ | Exit | Verizon Communications | $0 | – | -2,820 | -100.0% | -0.07% | – |
| RLI | Exit | RLI Corp | $0 | – | -1,300 | -100.0% | -0.07% | – |
| MMM | Exit | 3M Company | $0 | – | -838 | -100.0% | -0.07% | – |
| NVR | Exit | NVR Inc | $0 | – | -26 | -100.0% | -0.07% | – |
| MCD | Exit | Mc Donalds Corp | $0 | – | -570 | -100.0% | -0.07% | – |
| SPTS | Exit | SPDR Portfolio Short Term Treasury ETFportfolio sh tsr | $0 | – | -5,100 | -100.0% | -0.07% | – |
| EWJ | Exit | iShares Msci Japan ETFetf | $0 | – | -2,366 | -100.0% | -0.08% | – |
| ACN | Exit | Accenture Plc Cl A | $0 | – | -385 | -100.0% | -0.08% | – |
| TSM | Exit | Taiwan Semiconductor Manufacturing Ads Esponsored ads | $0 | – | -1,355 | -100.0% | -0.08% | – |
| IBM | Exit | Intl Business Machines | $0 | – | -1,243 | -100.0% | -0.08% | – |
| URI | Exit | United Rentals Inc | $0 | – | -496 | -100.0% | -0.08% | – |
| ORCL | Exit | Oracle Corporation | $0 | – | -1,938 | -100.0% | -0.08% | – |
| KMX | Exit | Carmax Inc | $0 | – | -1,319 | -100.0% | -0.08% | – |
| PANW | Exit | Palo Alto Networks | $0 | – | -310 | -100.0% | -0.08% | – |
| FB | Exit | Facebook Inc Class A | $0 | – | -533 | -100.0% | -0.08% | – |
| Exit | Constellation Software Inc | $0 | – | -98 | -100.0% | -0.09% | – | |
| NEAR | Exit | iShares Short Maturity | $0 | – | -4,000 | -100.0% | -0.10% | – |
| VWO | Exit | Vanguard FTSE Emergingetf | $0 | – | -4,372 | -100.0% | -0.10% | – |
| T | Exit | A T & T Inc New | $0 | – | -8,974 | -100.0% | -0.10% | – |
| EBND | Exit | SPDR Blmbg Barclays Em Mkts Lcl Bd ETFblombrg brc emrg | $0 | – | -23,120 | -100.0% | -0.27% | – |
| BNDX | Exit | Vanguard Total | $0 | – | -17,118 | -100.0% | -0.45% | – |
| IGHG | Exit | Proshares Invt Gd Intinvt int rt hg | $0 | – | -13,862 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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 | 2024-01-30 |
| 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 |
| 13F-HR | 2021-08-13 |
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.