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Elmwood Wealth Management, Inc. Buys SPDR Bloomberg 1-3 Month T-Bill ETF, JPMorgan Ultra-Short Income ETF, Schwab Short-Term U.S. Treasury ETF, Sells Amazon.com Inc, Vanguard Short-Term Government Bond ETF, iShares Treasury Floating Rate Bond ETF

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Feb 08, 2022
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Investment company Elmwood Wealth Management, Inc. (Current Portfolio) buys SPDR Bloomberg 1-3 Month T-Bill ETF, JPMorgan Ultra-Short Income ETF, Schwab Short-Term U.S. Treasury ETF, PGIM Ultra Short Bond ETF, Global X Variable Rate Preferred ETF, sells Amazon.com Inc, Vanguard Short-Term Government Bond ETF, iShares Treasury Floating Rate Bond ETF, Berkshire Hathaway Inc, SPDR Bloomberg Emerging Markets Local Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Elmwood Wealth Management, Inc.. As of 2021Q4, Elmwood Wealth Management, Inc. owns 364 stocks with a total value of $204 million. These are the details of the buys and sells.

For the details of Elmwood Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/elmwood+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Elmwood Wealth Management, Inc.
  1. JPMorgan Ultra-Short Income ETF (JPST) - 212,412 shares, 5.25% of the total portfolio. Shares added by 23.49%
  2. Intellia Therapeutics Inc (NTLA) - 67,174 shares, 3.89% of the total portfolio.
  3. Apple Inc (AAPL) - 36,895 shares, 3.20% of the total portfolio. Shares added by 7.01%
  4. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 53,020 shares, 2.63% of the total portfolio. Shares reduced by 3.74%
  5. Vanguard FTSE Developed Markets ETF (VEA) - 104,648 shares, 2.61% of the total portfolio. Shares added by 5.82%
New Purchase: WisdomTree Emerging Market Local Debt Fund (ELD)

Elmwood Wealth Management, Inc. initiated holding in WisdomTree Emerging Market Local Debt Fund. The purchase prices were between $29.27 and $31, with an estimated average price of $30.2. The stock is now traded at around $30.050000. The impact to a portfolio due to this purchase was 0.41%. The holding were 27,985 shares as of 2021-12-31.

New Purchase: SPDR Bloomberg International Corporate Bond ETF (IBND)

Elmwood Wealth Management, Inc. initiated holding in SPDR Bloomberg International Corporate Bond ETF. The purchase prices were between $34.05 and $35.5, with an estimated average price of $34.81. The stock is now traded at around $33.410000. The impact to a portfolio due to this purchase was 0.28%. The holding were 16,650 shares as of 2021-12-31.

New Purchase: iShares S&P Emerging Markets Infrastructure Ix Fd (EMIF)

Elmwood Wealth Management, Inc. initiated holding in iShares S&P Emerging Markets Infrastructure Ix Fd. The purchase prices were between $22.3 and $24.72, with an estimated average price of $23.87. The stock is now traded at around $24.360000. The impact to a portfolio due to this purchase was 0.23%. The holding were 19,596 shares as of 2021-12-31.

New Purchase: Global X Wind Energy ETF (WNDY)

Elmwood Wealth Management, Inc. initiated holding in Global X Wind Energy ETF. The purchase prices were between $22.63 and $26.96, with an estimated average price of $24.3. The stock is now traded at around $20.470000. The impact to a portfolio due to this purchase was 0.15%. The holding were 12,715 shares as of 2021-12-31.

New Purchase: United Rentals Inc (URI)

Elmwood Wealth Management, Inc. initiated holding in United Rentals Inc. The purchase prices were between $321.98 and $392.79, with an estimated average price of $356.37. The stock is now traded at around $323.390000. The impact to a portfolio due to this purchase was 0.08%. The holding were 496 shares as of 2021-12-31.

New Purchase: SPDR Portfolio Short Term Treasury ETF (SPTS)

Elmwood Wealth Management, Inc. initiated holding in SPDR Portfolio Short Term Treasury ETF. The purchase prices were between $30.41 and $30.61, with an estimated average price of $30.49. The stock is now traded at around $30.120000. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,100 shares as of 2021-12-31.

Added: SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Elmwood Wealth Management, Inc. added to a holding in SPDR Bloomberg 1-3 Month T-Bill ETF by 1012.93%. The purchase prices were between $91.42 and $91.45, with an estimated average price of $91.44. The stock is now traded at around $91.420000. The impact to a portfolio due to this purchase was 1.05%. The holding were 25,820 shares as of 2021-12-31.

Added: JPMorgan Ultra-Short Income ETF (JPST)

Elmwood Wealth Management, Inc. added to a holding in JPMorgan Ultra-Short Income ETF by 23.49%. The purchase prices were between $50.45 and $50.59, with an estimated average price of $50.51. The stock is now traded at around $50.400000. The impact to a portfolio due to this purchase was 1%. The holding were 212,412 shares as of 2021-12-31.

Added: Schwab Short-Term U.S. Treasury ETF (SCHO)

Elmwood Wealth Management, Inc. added to a holding in Schwab Short-Term U.S. Treasury ETF by 15426.36%. The purchase prices were between $50.8 and $51.14, with an estimated average price of $50.94. The stock is now traded at around $50.300000. The impact to a portfolio due to this purchase was 0.99%. The holding were 40,058 shares as of 2021-12-31.

Added: PGIM Ultra Short Bond ETF (PULS)

Elmwood Wealth Management, Inc. added to a holding in PGIM Ultra Short Bond ETF by 118.17%. The purchase prices were between $49.41 and $49.46, with an estimated average price of $49.44. The stock is now traded at around $49.400000. The impact to a portfolio due to this purchase was 0.77%. The holding were 58,906 shares as of 2021-12-31.

Added: SPDR Blackstone Senior Loan ETF (SRLN)

Elmwood Wealth Management, Inc. added to a holding in SPDR Blackstone Senior Loan ETF by 42.01%. The purchase prices were between $44.85 and $45.53, with an estimated average price of $45.24. The stock is now traded at around $45.410000. The impact to a portfolio due to this purchase was 0.56%. The holding were 84,595 shares as of 2021-12-31.

Added: Global X Variable Rate Preferred ETF (PFFV)

Elmwood Wealth Management, Inc. added to a holding in Global X Variable Rate Preferred ETF by 72.26%. The purchase prices were between $27.11 and $27.93, with an estimated average price of $27.47. The stock is now traded at around $26.180000. The impact to a portfolio due to this purchase was 0.56%. The holding were 98,203 shares as of 2021-12-31.

Sold Out: Amazon.com Inc (AMZN)

Elmwood Wealth Management, Inc. sold out a holding in Amazon.com Inc. The sale prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Elmwood Wealth Management, Inc. sold out a holding in Berkshire Hathaway Inc. The sale prices were between $273.64 and $300.17, with an estimated average price of $286.71.

Sold Out: Cloudera Inc (CLDR)

Elmwood Wealth Management, Inc. sold out a holding in Cloudera Inc. The sale prices were between $15.98 and $15.99, with an estimated average price of $15.99.

Sold Out: American Express Co (AXP)

Elmwood Wealth Management, Inc. sold out a holding in American Express Co. The sale prices were between $150.06 and $187.08, with an estimated average price of $170.39.

Sold Out: Prosus NV (PROSF)

Elmwood Wealth Management, Inc. sold out a holding in Prosus NV. The sale prices were between $75.96 and $92.02, with an estimated average price of $83.7.

Sold Out: Vanguard Information Technology ETF (VGT)

Elmwood Wealth Management, Inc. sold out a holding in Vanguard Information Technology ETF. The sale prices were between $396.28 and $466.1, with an estimated average price of $439.09.



Here is the complete portfolio of Elmwood Wealth Management, Inc.. Also check out:

1. Elmwood Wealth Management, Inc.'s Undervalued Stocks
2. Elmwood Wealth Management, Inc.'s Top Growth Companies, and
3. Elmwood Wealth Management, Inc.'s High Yield stocks
4. Stocks that Elmwood Wealth Management, Inc. keeps buying
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