HoldingsChannel.com
Elmwood Wealth Management Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
iShares Treasury Floatng (TFLO) 162,420 -9,565 $8,166
     TFLO162,420-9,565$8,166
PIMCO Exch Traded Fund (MINT) 53,588 -3,095 $5,452
     MINT53,588-3,095$5,452
Vanguard All World Ex U.S. (VEU) 49,325 +735 $2,461
     VEU49,325+735$2,461
Schwab U.S. Large Cap ETF (SCHX) 32,773 -475 $2,325
     SCHX32,773-475$2,325
SPDR Dbln Sht Drtn Rtrn (STOT) 44,720 +7,850 $2,221
     STOT44,720+7,850$2,221
Vanguard Dividend Appr N (VIG) 18,408 +104 $2,201
     VIG18,408+104$2,201
Pepsico Incorporated 14,981 +200 $2,054
     PEP14,981+200$2,054
iShares Core Msci Total World (IXUS) 33,223 +510 $1,919
     IXUS33,223+510$1,919
Mastercard Inc Class A 6,976 -100 $1,895
     MA6,976-100$1,895
Amazon Com Inc 1,088 -5 $1,889
     AMZN1,088-5$1,889
Costco Whsl Corp New 6,470 -37 $1,864
     COST6,470-37$1,864
Apple Inc 8,197 -26 $1,836
     AAPL8,197-26$1,836
Innovator S P 500 Power 71,985 +480 $1,792
     POCT71,985+480$1,792
Intellia Therapeutics Inc 129,439 -3,705 $1,728
     NTLA129,439-3,705$1,728
iShares Msci Japan ETF 29,515 +1,138 $1,675
     COM29,515+1,138$1,675
iShares Msci Pacific Ex Japan (EPP) 37,200 +2,655 $1,664
     EPP37,200+2,655$1,664
Schwab Intl Small Cap 51,625 -1,214 $1,642
     SCHC51,625-1,214$1,642
Abbott Laboratories 19,528 -50 $1,634
     ABT19,528-50$1,634
Unitedhealth Group Inc 7,275 UNCH $1,581
     UNH7,275UNCH$1,581
Schwab U.S. Small Cap ETF (SCHA) 21,338 -1,024 $1,488
     SCHA21,338-1,024$1,488
JPMorgan Chase & Co 12,393 -49 $1,459
     JPM12,393-49$1,459
Danaher Corp Del 9,778 -85 $1,412
     DHR9,778-85$1,412
iShares Short Maturity (MEAR) 27,835 +414 $1,396
     MEAR27,835+414$1,396
Chevron Corporation 11,409 +776 $1,353
     CVX11,409+776$1,353
iShares Short Term National Am (SUB) 11,489 -200 $1,224
     SUB11,489-200$1,224
Alphabet Inc Class A      $1,221
     COM SER A1,000-5$1,221
Microchip Technology Inc 12,920 -385 $1,200
     MCHP12,920-385$1,200
Nike Inc Class B 12,595 -25 $1,183
     NKE12,595-25$1,183
Salesforce Com 7,785 -92 $1,156
     CRM7,785-92$1,156
Procter & Gamble 9,064 UNCH $1,127
     PG9,064UNCH$1,127
Exxon Mobil Corporation 15,937 +1,850 $1,125
     XOM15,937+1,850$1,125
Mccormick & Co Inc N Vt 7,165 -23 $1,120
     MKC7,165-23$1,120
Berkshire Hathaway B New      $1,112
     BRK.B5,347UNCH$1,112
Intuit Inc 4,156 -1 $1,105
     INTU4,156-1$1,105
Union Pacific Corp 6,799 -115 $1,101
     UNP6,799-115$1,101
Schwab US Tips ETF (SCHP) 19,338 +1,045 $1,098
     SCHP19,338+1,045$1,098
Starbucks Corp 12,085 UNCH $1,069
     SBUX12,085UNCH$1,069
Citigroup Inc 14,928 -225 $1,031
     C14,928-225$1,031
Travelers Companies Inc 6,838 UNCH $1,017
     TRV6,838UNCH$1,017
Editas Medicine Inc 43,885 -13,686 $998
     EDIT43,885-13,686$998
Ecolab Inc 5,028 -11 $996
     ECL5,028-11$996
Disney Walt Co 7,510 -24 $979
     DIS7,510-24$979
Novartis A G Spon ADR 11,194 -21 $973
     NVS11,194-21$973
Invesco S&P 500 Equal Weight E 8,986 -235 $971
     RSP8,986-235$971
SPDR Blmbrg Barcly Sh Tm (BWZ) 31,783 +3,880 $963
     BWZ31,783+3,880$963
Paypal Holdings Inco 8,813 +155 $913
     PYPL8,813+155$913
Lowes Companies Inc 8,287 -156 $911
     LOW8,287-156$911
United Technologies Corp 6,567 -1 $897
     UTX6,567-1$897
Vanguard Ftse Emerging (VWO) 21,489 +1,310 $865
     VWO21,489+1,310$865
C V S Health Corporation 13,623 +1,925 $859
     CVS13,623+1,925$859

See Full List: All Stocks Held By Elmwood Wealth Management Inc.
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Elmwood Wealth Management Inc.

Size ($ in 1000's)
At 09/30/2019: $98,894
At 06/30/2019: $113,114

Elmwood Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elmwood Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Elmwood Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.