Elmwood Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationberkeley, CA
- Num holdings
258
- Value ($000)
$504,560
- Date Filed07/28/2025
- Form type13F-HR
- CIK0001731927
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $8.89 M | 4 % | 175,492 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $8.89 M | 4 % | 175,492 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $8.08 M | 3 % | 141,754 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $8.08 M | 3 % | 141,754 | ||
CALY BLACKROCK ETF TRUST II | ISHARES SHORT-TE | 092528884 | $7.26 M | 3 % | 143,982 | ||
CALY BLACKROCK ETF TRUST II | ISHARES SHORT-TE | 092528884 | $7.26 M | 3 % | 143,982 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $7.21 M | 3 % | 141,499 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $7.21 M | 3 % | 141,499 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $6.72 M | 3 % | 63,223 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $6.72 M | 3 % | 63,223 |
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