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| Name: |
Elmwood Wealth Management Inc. |
| City: |
BERKELEY |
| State: |
CA |
| Zip: |
94710 |
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data |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GPIX |
Goldman Sachs S&p 500 Core ... |
28 |
New |
$0.00 |
$2,733,000 |
58,138 |
1.17% |
2,733,000 |
58,138 |
0.646 |
N/A |
|
|
BNDX |
Vanguard Total Internationa... |
41 |
New |
$48.64 |
$2,041,000 |
41,490 |
0.87% |
2,041,000 |
41,490 |
0.005 |
N/A |
|
|
VRP |
Invesco Variable Rate Prefe... |
42 |
New |
$23.96 |
$2,018,000 |
84,894 |
0.86% |
2,018,000 |
84,894 |
0.146 |
N/A |
|
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VCIT |
Vanguard Intermediate-Term |
56 |
New |
$79.99 |
$1,509,000 |
18,741 |
0.65% |
1,509,000 |
18,741 |
0.002 |
Closed - End Fund - Debt |
|
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VXUS |
Vanguard Total Internationa... |
94 |
New |
$61.13 |
$496,000 |
8,229 |
0.21% |
496,000 |
8,229 |
0.001 |
Closed - End Fund - E... |
|
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LOUP |
Innovator Loup Frontier Tec... |
100 |
New |
$0.00 |
$381,000 |
7,987 |
0.16% |
381,000 |
7,987 |
0.089 |
N/A |
|
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BND |
Vanguard Total Bond Market ETF |
113 |
New |
$72.09 |
$275,000 |
3,784 |
0.12% |
275,000 |
3,784 |
0 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
115 |
New |
$0.00 |
$250,000 |
3,374 |
0.11% |
250,000 |
3,374 |
0 |
N/A |
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LOW |
Lowes Companies Inc |
119 |
New |
$216.53 |
$210,000 |
825 |
0.09% |
210,000 |
825 |
0 |
Home Improvement Stores |
|
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VLTO |
Veralto Corp |
120 |
New |
$100.44 |
$203,000 |
2,293 |
0.09% |
203,000 |
2,293 |
0.001 |
N/A |
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MO |
Altria Group Inc |
121 |
New |
$46.83 |
$201,000 |
4,597 |
0.09% |
201,000 |
4,597 |
0 |
Cigarettes & Other To... |
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