Elmwood Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationberkeley, CA
- Num holdings
128
- Value ($000)
$247,841
- Date Filed01/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $8.22M | 3 % | 163,350 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $8.06M | 3 % | 159,604 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.77M | 3 % | 141,468 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $6.32M | 3 % | 160,374 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $6.27M | 3 % | 59,429 | ||
CALY BLACKROCK ETF TRUST II | ISHARES SHORT-TE | 092528884 | $6.26M | 3 % | 124,817 | ||
AAPL APPLE INC | COM | 037833100 | $6.01M | 2 % | 23,982 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $5.91M | 2 % | 117,408 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $5.88M | 2 % | 64,300 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $5.86M | 2 % | 100,749 |
Rows Per Page
1 - 10 of 12810
- 10
- 50
- 100