Elmwood Wealth Management, Inc.
179 holdingsFiling period: 2026-03-31Current AUM: $390.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | 246.8K | $12.5M | $12.5M | 3.20% | +76.1K | 2026-03-31 |
| 2 | CALI | BLACKROCK ETF TRUST II | 211.9K | $10.7M | $10.7M | 2.74% | +47.7K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 154.6K | $9.9M | $10.9M | 2.80% | +3.9K | 2026-03-31 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 188.3K | $9.5M | $9.5M | 2.44% | +44.5K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 36.4K | $9.2M | $11.2M | 2.88% | +1.7K | 2026-03-31 |
| 6 | IDVO | AMPLIFY ETF TR | 201.5K | $8.2M | $8.6M | 2.20% | +32.1K | 2026-03-31 |
| 7 | SUB | ISHARES TR | 75.7K | $8.1M | $8.0M | 2.06% | +12.7K | 2026-03-31 |
| 8 | LOUP | INNOVATOR ETFS TRUST | 115.5K | $8.0M | $9.8M | 2.52% | +24.0K | 2026-03-31 |
| 9 | USFR | WISDOMTREE TR | 155.4K | $7.8M | $7.8M | 2.01% | +61.8K | 2026-03-31 |
| 10 | AIRR | FIRST TR EXCHANGE TRADED FD | 68.0K | $7.5M | $8.0M | 2.04% | +9.8K | 2026-03-31 |
| 11 | JMST | J P MORGAN EXCHANGE TRADED F | 147.2K | $7.5M | $7.5M | 1.92% | -7,111 | 2026-03-31 |
| 12 | IEMG | ISHARES INC | 101.8K | $7.1M | $7.9M | 2.03% | +41.0K | 2026-03-31 |
| 13 | TOTL | SSGA ACTIVE ETF TR | 175.2K | $7.0M | $6.8M | 1.74% | +17.6K | 2026-03-31 |
| 14 | IEFA | ISHARES TR | 73.7K | $6.7M | $7.2M | 1.86% | +3.3K | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 38.1K | $6.6M | $7.6M | 1.96% | +1.5K | 2026-03-31 |
| 16 | GPIX | GOLDMAN SACHS ETF TR | 126.8K | $6.3M | $7.0M | 1.80% | +48.9K | 2026-03-31 |
| 17 | DFCA | DIMENSIONAL ETF TRUST | 117.8K | $5.9M | $5.8M | 1.49% | +35.6K | 2026-03-31 |
| 18 | BIL | SPDR SERIES TRUST | 59.7K | $5.5M | $5.5M | 1.40% | +44.1K | 2026-03-31 |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | 88.3K | $5.2M | $5.1M | 1.32% | +142 | 2026-03-31 |
| 20 | JPIB | J P MORGAN EXCHANGE TRADED F | 107.0K | $5.1M | $5.1M | 1.31% | +27.2K | 2026-03-31 |
| 21 | PAPR | INNOVATOR ETFS TRUST | 127.9K | $5.1M | $5.4M | 1.39% | +2.9K | 2026-03-31 |
| 22 | SCHX | SCHWAB STRATEGIC TR | 194.1K | $5.0M | $5.7M | 1.46% | +19.6K | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 17.3K | $5.0M | $6.2M | 1.58% | -11 | 2026-03-31 |
| 24 | EUSA | ISHARES INC | 45.7K | $4.6M | $5.2M | 1.34% | +21.9K | 2026-03-31 |
| 25 | VTI | VANGUARD INDEX FDS | 13.9K | $4.5M | $5.1M | 1.31% | +11.4K | 2026-03-31 |
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