Elmwood Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationberkeley, CA
- Num holdings
128
- Value ($000)
$243,805
- Date Filed04/28/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $7.61M | 3 % | 151,240 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.16M | 3 % | 140,894 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $7.08M | 3 % | 139,822 | ||
CALY BLACKROCK ETF TRUST II | ISHARES SHORT-TE | 092528884 | $7.00M | 3 % | 138,905 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $6.40M | 3 % | 60,641 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $6.22M | 3 % | 122,330 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $6.03M | 3 % | 149,574 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $5.58M | 2 % | 110,260 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $5.46M | 2 % | 93,022 | ||
AAPL APPLE INC | COM | 037833100 | $5.26M | 2 % | 23,680 |
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