Elmwood Wealth Management, Inc. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 111 stocks valued at a total of $176.00Mil. The top holdings were JPST(5.27%), TFLO(5.20%), and VEA(2.62%).
According to GuruFocus data, these were Elmwood Wealth Management, Inc.’s top five trades of the quarter.
iShares Treasury Floating Rate Bond ETF
During the quarter, Elmwood Wealth Management, Inc. bought 63,605 shares of ARCA:TFLO for a total holding of 181,585. The trade had a 1.82% impact on the equity portfolio. During the quarter, the stock traded for an average price of $50.33.
On 07/12/2022, iShares Treasury Floating Rate Bond ETF traded for a price of $50.385 per share and a market cap of $1.85Bil. The stock has returned 0.40% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Government Bond ETF
Elmwood Wealth Management, Inc. reduced their investment in NAS:VGSH by 43,265 shares. The trade had a 1.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.9.
On 07/12/2022, Vanguard Short-Term Government Bond ETF traded for a price of $58.825 per share and a market cap of $14.94Bil. The stock has returned -3.70% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Bond ETF
The guru established a new position worth 23,050 shares in ARCA:BSV, giving the stock a 1.01% weight in the equity portfolio. Shares traded for an average price of $76.88 during the quarter.
On 07/12/2022, Vanguard Short-Term Bond ETF traded for a price of $76.8199 per share and a market cap of $38.36Bil. The stock has returned -5.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Schwab U.S. Tips ETF
Elmwood Wealth Management, Inc. reduced their investment in ARCA:SCHP by 17,185 shares. The trade had a 0.54% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.54.
On 07/12/2022, Schwab U.S. Tips ETF traded for a price of $55.7 per share and a market cap of $15.81Bil. The stock has returned -6.05% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Global X Lithium & Battery Tech ETF
The guru established a new position worth 12,189 shares in ARCA:LIT, giving the stock a 0.5% weight in the equity portfolio. Shares traded for an average price of $71.14 during the quarter.
On 07/12/2022, Global X Lithium & Battery Tech ETF traded for a price of $69.65 per share and a market cap of $4.25Bil. The stock has returned -9.00% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Global X Lithium & Battery Tech ETF has a price-earnings ratio of 27.53 and a price-book ratio of 3.42.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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