EW

Elmwood Wealth Management, Inc.

13F
Elmwood Wealth Management, Inc.
Last update 2025-04-28 128 Stocks (4 new)
Value $244.00 Mil Turnover 5 %
Countries:
Top Holdings: USFR(3.12%)VEA(2.94%)TFLO(2.91%)CALY(2.87%)SUB(2.63%)
Summary Stock Picks Current Portfolio
Elmwood Wealth Management, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
151,240
7,611.9
-7.41%
3.120
-0.25%
0.040
+1.15%
+2.29%
18,556.1
 
VEA
Vanguard FTSE Developed Markets ETF
140,894
7,161.7
-0.41%
2.940
-0.01%
0.000
+16.01%
+20.43%
157,306.4
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
139,822
7,083.4
-12.39%
2.910
-0.40%
0.100
+1.11%
+2.30%
6,824.4
 
CALY
BLACKROCK ETF TRU2
138,905
6,995.3
+11.29%
2.870
+0.29%
12.630
+0.67%
+1.67%
0
 
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
60,641
6,403.7
+2.04%
2.630
+0.05%
0.070
+2.05%
+2.11%
9,942.2
 
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
122,330
6,220.5
+14.09%
2.550
+0.31%
0.180
+1.49%
+1.87%
4,063.6
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
149,574
6,026.3
-6.73%
2.470
-0.17%
0.170
+1.83%
+3.34%
3,826.3
 
JPST
JPMorgan Ultra-Short Income ETF
110,260
5,582.5
-6.09%
2.290
-0.15%
0.020
+1.43%
+2.62%
31,782.1
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
93,022
5,459.5
-7.67%
2.240
-0.18%
0.030
+1.02%
+2.61%
22,516.4
 
AAPL
Apple Inc
23,680
5,260.1
-1.26%
2.160
-0.03%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware

Elmwood Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Elmwood Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRBU
Caribou Biosciences Inc
2025-03-31
Reduce
Reduce
-1.00%
●
0.88 ($1.3) 1.88
$1.63
25.38%
Reduce -76.89%
468,240
-1,557,500
GXTG
Global X Thematic Growth ETF
2025-03-31
Sold Out
Sold Out
-0.70%
●
22.74 ($24.05) 25.29
$22.76
-5.36%
Sold Out
0
-73,507
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
New Buy
New Buy
+0.66%
●
50.48 ($50.78) 51.04
$50.62
-0.32%
New holding
31,625
31,625
AIRR
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
2025-03-31
Add
Add
+0.61%
●
67.24 ($75.23) 84.27
$84.90
12.85%
Add 91.37%
45,555
21,750
DFCA
Dimensional California Municipal Bond ETF
Dimensional California Municipal Bond ETF
2025-03-31
Add
Add
+0.48%
●
49.38 ($50) 50.38
$49.24
-1.51%
Add 135.44%
41,390
23,810
LOUP
Innovator Deepwater Frontier Tech ETF
Innovator Deepwater Frontier Tech ETF
2025-03-31
Add
Add
+0.47%
●
45.41 ($54.65) 60.95
$61.34
12.23%
Add 53.43%
73,225
25,499
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.46%
●
91.45 ($91.59) 91.75
$91.56
-0.03%
Reduce -19.53%
51,742
-12,558
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Reduce
Reduce
-0.40%
●
50.48 ($50.58) 50.68
$50.55
-0.06%
Reduce -12.39%
139,822
-19,782
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Add
Add
+0.31%
●
50.72 ($50.82) 50.92
$50.89
0.14%
Add 14.09%
122,330
15,111
CALY
BLACKROCK ETF TRU2
2025-03-31
Add
Add
+0.29%
●
50.12 ($50.32) 50.47
$50.30
-0.04%
Add 11.29%
138,905
14,088

Elmwood Wealth Management, Inc. Total Holding History ($B)

To

Elmwood Wealth Management, Inc.'s Asset Allocation

To

Elmwood Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Elmwood Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Elmwood Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Elmwood Wealth Management, Inc.'s Holdings Heat Map

Size field:

Elmwood Wealth Management, Inc.'s Holdings Bubble Chart

Elmwood Wealth Management, Inc. News

  • 1

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