Elmwood Wealth Management, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationberkeley, CA
- CIK0001731927
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
128 | $243.81 M | USFR, VEA, TFLO, CALY | 13F-HR | Apr 28, 2025 | 000173192725000002 | ||
128 | $247.84 M | USFR, TFLO, VEA, TOTL | 13F-HR | Jan 13, 2025 | 000173192725000001 | ||
126 | $242.55 M | TFLO, VEA, TOTL, VGSH | 13F-HR | Oct 11, 2024 | 000173192724000005 | ||
123 | $224.55 M | VGSH, TOTL, JPST, VEA | 13F-HR | Aug 13, 2024 | 000173192724000003 | ||
122 | $233.66 M | CRBU, VGSH, JPST, TOTL | 13F-HR | May 13, 2024 | 000173192724000002 | ||
104 | $142.56 M | CRBU, SUB, JMST, VGSH | 13F-HR | Jan 30, 2024 | 000173192724000001 | ||
117 | $207.32 M | CRBU, JPST, TFLO, TOTL | 13F-HR | Nov 15, 2023 | 000173192723000004 | ||
115 | $214.56 M | TFLO, JPST, CRBU, USFR | 13F-HR | Aug 10, 2023 | 000173192723000003 | ||
119 | $211.68 M | TFLO, CRBU, JPST, USFR | 13F-HR | Apr 28, 2023 | 000173192723000002 | ||
118 | $200.32 M | CRBU, TFLO, JPST, VEA | 13F-HR | Jan 26, 2023 | 000173192723000001 | ||
114 | $200.41 M | CRBU, TFLO, JPST, AAPL | 13F-HR | Nov 14, 2022 | 000173192722000006 | ||
111 | $175.94 M | JPST, TFLO, VEA, APPLE INC | 13F-HR | Jul 12, 2022 | 000173192722000005 | ||
113 | $195.16 M | JPST, APPLE INC, TFLO, VEA | 13F-HR | May 16, 2022 | 000173192722000004 | ||
376 | $209.70 M | JPST, NTLA, APPLE INC, MINT | 13F-HR | Feb 8, 2022 | 000173192722000001 | ||
329 | $189.76 M | NTLA, JPST, TFLO, VGSH | 13F-HR | Aug 13, 2021 | 000173192721000002 | ||
320 | $163.92 M | JPST, VGSH, TFLO, NTLA | 13F-HR | May 13, 2021 | 000173192721000001 | ||
279 | $123.30 M | TFLO, VGSH, JPST, MINT | 13F-HR | Nov 12, 2020 | 000173192720000004 | ||
279 | $123.30 M | TFLO, VGSH, JPST, MINT | 13F-HR | Aug 13, 2020 | 000173192720000003 | ||
304 | $104.57 B | MINT, EDIT, VEU, SCHX | 13F-HR | May 12, 2020 | 000173192720000002 | ||
86 | $114.79 M | TFLO, VGSH, MINT, JPST | 13F-HR | Feb 5, 2020 | 000173192720000001 | ||
270 | $98.89 M | TFLO, MINT, VEU, SCHX | 13F-HR | Nov 13, 2019 | 000173192719000006 | ||
295 | $113.11 M | TFLO, MINT, VGSH, JPST | 13F-HR | Aug 7, 2019 | 000173192719000003 | ||
291 | $108.20 M | TFLO, MINT, VGSH, JPST | 13F-HR | May 22, 2019 | 000173192719000002 | ||
306 | $103.53 M | MINT, VGSH, TFLO, SHOP | 13F-HR | Feb 14, 2019 | 000173192719000001 | ||
292 | $120.50 B | MINT, SHOP, AAPL, VEU | 13F-HR | Oct 11, 2018 | 000173192718000006 | ||
296 | $109.94 B | MINT, EDIT, VEU, SCHX | 13F-HR | Aug 22, 2018 | 000173192718000004 | ||
304 | $104.57 B | MINT, EDIT, VEU, SCHX | 13F-HR | May 10, 2018 | 000173192718000002 |