HoldingsChannel.com
Elmwood Wealth Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
iShares Treasury Floatng (TFLO) 170,711 +8,291 $8,576
     TFLO170,711+8,291$8,576
Vanguard Short Term (VGSH) 106,904 +106,904 $6,503
     VGSH106,904+106,904$6,503
PIMCO Exch Traded Fund (MINT) 50,999 -2,589 $5,181
     MINT50,999-2,589$5,181
JPMorgan Ultra Short 72,850 +72,850 $3,674
     JPST72,850+72,850$3,674
Apple Inc 9,647 +1,450 $2,833
     AAPL9,647+1,450$2,833
Vanguard All World Ex U.S. (VEU) 49,810 +485 $2,677
     VEU49,810+485$2,677
Schwab U.S. Large Cap ETF (SCHX) 32,794 +21 $2,519
     SCHX32,794+21$2,519
Vanguard Dividend Appr N (VIG) 18,558 +150 $2,314
     VIG18,558+150$2,314
SPDR Dbln Sht Drtn Rtrn (STOT) 46,095 +1,375 $2,280
     STOT46,095+1,375$2,280
Unitedhealth Group Inc 7,320 +45 $2,152
     UNH7,320+45$2,152
iShares Core Msci Total World (IXUS) 34,733 +1,510 $2,150
     IXUS34,733+1,510$2,150
Pepsico Incorporated 15,162 +181 $2,072
     PEP15,162+181$2,072
Mastercard Inc Class A 6,838 -138 $2,042
     MA6,838-138$2,042
Amazon Com Inc 1,063 -25 $1,964
     AMZN1,063-25$1,964
iShares MSCI Pacific Ex Japan ETF (EPP) 40,595 +3,395 $1,880
     EPP40,595+3,395$1,880
Costco Whsl Corp New 6,290 -180 $1,849
     COST6,290-180$1,849
Innovator S&P 500 Power 72,500 +515 $1,827
     POCT72,500+515$1,827
Schwab Intl Small Cap 52,287 +662 $1,812
     SCHC52,287+662$1,812
iShares Msci Japan ETF (EWJ) 29,528 +29,528 $1,749
     EWJ29,528+29,528$1,749
Abbott Laboratories 19,378 -150 $1,683
     ABT19,378-150$1,683
JPMorgan Chase & Co 11,980 -413 $1,670
     JPM11,980-413$1,670
Schwab U.S. Small Cap ETF (SCHA) 21,246 -92 $1,607
     SCHA21,246-92$1,607
Danaher Corp Del 9,504 -274 $1,459
     DHR9,504-274$1,459
Chevron Corporation 11,668 +259 $1,406
     CVX11,668+259$1,406
iShares Short Maturity (MEAR) 27,835 UNCH $1,395
     MEAR27,835UNCH$1,395
Microchip Technology Inc 12,495 -425 $1,308
     MCHP12,495-425$1,308
Alphabet Inc Class A 970 +970 $1,299
     GOOGL970+970$1,299
Nike Inc Class B 12,542 -53 $1,271
     NKE12,542-53$1,271
iShares Short Term National Amt Free Muni (SUB) 11,589 +100 $1,237
     SUB11,589+100$1,237
Salesforce Com 7,525 -260 $1,224
     CRM7,525-260$1,224
iShares Global Infrastructure (IGF) 25,483 +25,483 $1,221
     IGF25,483+25,483$1,221
Innovator S&P 500 45,495 +45,495 $1,217
     PJUL45,495+45,495$1,217
Schwab US Tips ETF (SCHP) 21,483 +2,145 $1,217
     SCHP21,483+2,145$1,217
Mccormick & Co Inc N Vt 7,005 -160 $1,189
     MKC7,005-160$1,189
Editas Medicine Inc 40,023 -3,862 $1,185
     EDIT40,023-3,862$1,185
Union Pacific Corp 6,542 -257 $1,183
     UNP6,542-257$1,183
Berkshire Hathaway Inc B      $1,169
     BRK.B5,159-188$1,169
Citigroup Inc 14,635 -293 $1,169
     C14,635-293$1,169
Invesco Global Water ETF (PIO) 37,728 +37,728 $1,165
     PIO37,728+37,728$1,165
Procter & Gamble 9,139 +75 $1,141
     PG9,139+75$1,141
Exxon Mobil Corporation 16,312 +375 $1,138
     XOM16,312+375$1,138
Spdr Bloomberg Barclays (BIL) 11,920 +9,000 $1,090
     BIL11,920+9,000$1,090
Intuit Inc 4,075 -81 $1,067
     INTU4,075-81$1,067
Novartis A G Spon ADR 11,178 -16 $1,058
     NVS11,178-16$1,058
Disney Walt Co 7,287 -223 $1,054
     DIS7,287-223$1,054
Starbucks Corp 11,949 -136 $1,051
     SBUX11,949-136$1,051
Invesco S&P 500 Equal Weight ETF (RSP) 8,936 -50 $1,034
     RSP8,936-50$1,034
C V S Health Corporation 13,748 +125 $1,021
     CVS13,748+125$1,021
Ecolab Inc 5,112 +84 $987
     ECL5,112+84$987
Lowes Companies Inc 7,975 -312 $955
     LOW7,975-312$955

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

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

Size ($ in 1000's)
At 12/31/2019: $114,792
At 09/30/2019: $98,894

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

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