HoldingsChannel.com
Elmwood Wealth Management Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
iShares Treasury Floatng (TFLO) 171,985 +26,580 $8,653
     TFLO171,985+26,580$8,653
PIMCO Exch Traded Fund (MINT) 56,683 -11,530 $5,767
     MINT56,683-11,530$5,767
Vanguard Short Term (VGSH) 83,704 -1,035 $5,100
     VGSH83,704-1,035$5,100
JPMorgan Ultra Short 63,375 +14,665 $3,193
     JPST63,375+14,665$3,193
Vanguard All World Ex U.S. (VEU) 48,590 +3,340 $2,478
     VEU48,590+3,340$2,478
Schwab U.S. Large Cap ETF (SCHX) 33,248 -1,246 $2,334
     SCHX33,248-1,246$2,334
Intellia Therapeutics Inc 133,144 -3,705 $2,180
     NTLA133,144-3,705$2,180
Vanguard Dividend Appr N (VIG) 18,304 -1,370 $2,108
     VIG18,304-1,370$2,108
Amazon Com Inc 1,093 -14 $2,070
     AMZN1,093-14$2,070
Pepsico Incorporated 14,781 -25 $1,938
     PEP14,781-25$1,938
iShares Core Msci Total World (IXUS) 32,713 +5,044 $1,918
     IXUS32,713+5,044$1,918
Mastercard Inc Class A 7,076 -149 $1,872
     MA7,076-149$1,872
SPDR Dbln Sht Drtn Rtrn (STOT) 36,870 +3,670 $1,832
     STOT36,870+3,670$1,832
Innovator S P 500 Power 71,505 +14,100 $1,790
     POCT71,505+14,100$1,790
Unitedhealth Group Inc 7,275 -60 $1,775
     UNH7,275-60$1,775
Schwab Intl Small Cap 52,839 +6,090 $1,725
     SCHC52,839+6,090$1,725
Costco Whsl Corp New 6,507 -65 $1,720
     COST6,507-65$1,720
Abbott Laboratories 19,578 -200 $1,647
     ABT19,578-200$1,647
iShares Msci Pacific Ex Japan (EPP) 34,545 +4,200 $1,632
     EPP34,545+4,200$1,632
Apple Inc 8,223 -295 $1,628
     AAPL8,223-295$1,628
Schwab U.S. Small Cap ETF (SCHA) 22,362 -685 $1,598
     SCHA22,362-685$1,598
iShares Msci Japan ETF 28,377 +1,640 $1,549
     COM28,377+1,640$1,549
Editas Medicine Inc 57,571 -13,686 $1,424
     EDIT57,571-13,686$1,424
Danaher Corp Del 9,863 -160 $1,410
     DHR9,863-160$1,410
JPMorgan Chase & Co 12,442 -199 $1,391
     JPM12,442-199$1,391
iShares Short Maturity (MEAR) 27,421 -1,814 $1,375
     MEAR27,421-1,814$1,375
Chevron Corporation 10,633 -29 $1,323
     CVX10,633-29$1,323
iShares Short Term National Am (SUB) 11,689 -970 $1,245
     SUB11,689-970$1,245
Salesforce Com 7,877 -379 $1,195
     CRM7,877-379$1,195
Union Pacific Corp 6,914 -149 $1,169
     UNP6,914-149$1,169
Microchip Technology Inc 13,305 -315 $1,154
     MCHP13,305-315$1,154
Innovator S P 500 Ultra 46,415 -260 $1,149
     UOCT46,415-260$1,149
Berkshire Hathaway B New      $1,140
     BRK.B5,347-115$1,140
Mccormick & Co Inc N Vt 7,188 -199 $1,114
     MKC7,188-199$1,114
Alphabet Inc Class A      $1,088
     COM SER A1,005-5$1,088
Intuit Inc 4,157 -100 $1,086
     INTU4,157-100$1,086
iShares Global Infrastructure (IGF) 23,408 +2,371 $1,081
     IGF23,408+2,371$1,081
Exxon Mobil Corporation 14,087 +275 $1,079
     XOM14,087+275$1,079
Citigroup Inc 15,153 -124 $1,061
     C15,153-124$1,061
Nike Inc Class B 12,620 -345 $1,059
     NKE12,620-345$1,059
Disney Walt Co 7,534 -50 $1,052
     DIS7,534-50$1,052
Invesco Global Water ETF (PIO) 37,105 +2,280 $1,032
     PIO37,105+2,280$1,032
Schwab US Tips ETF (SCHP) 18,293 +2,848 $1,030
     SCHP18,293+2,848$1,030
Novartis A G Spon ADR 11,215 -25 $1,024
     NVS11,215-25$1,024
Travelers Companies Inc 6,838 -25 $1,022
     TRV6,838-25$1,022
Starbucks Corp 12,085 -238 $1,013
     SBUX12,085-238$1,013
Ecolab Inc 5,039 -145 $995
     ECL5,039-145$995
Procter & Gamble 9,064 -20 $994
     PG9,064-20$994
Invesco S&P 500 Equal Weight E 9,221 -1,175 $994
     RSP9,221-1,175$994
Paypal Holdings Inco 8,658 -175 $991
     PYPL8,658-175$991

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 06/30/2019: $113,114
At 03/31/2019: $108,204

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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