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| Name: |
Elmwood Wealth Management Inc. |
| City: |
BERKELEY |
| State: |
CA |
| Zip: |
94710 |
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data |
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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 |
|
USFR |
Wisdomtree Bloomberg Floati... |
5 |
- |
$50.45 |
$4,430,000 |
88,177 |
3.11% |
444,000 |
8,963 |
0.017 |
N/A |
|
|
MLN |
Vaneck Vectors Amt Free Lon... |
9 |
- |
$0.00 |
$3,345,000 |
183,271 |
2.35% |
328,000 |
2,720 |
0.204 |
N/A |
|
|
CMF |
iShares S&P CA AMT-Free Mun... |
11 |
- |
$57.26 |
$3,049,000 |
52,622 |
2.14% |
335,000 |
3,140 |
0.058 |
N/A |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
14 |
- |
$50.34 |
$2,703,000 |
52,947 |
1.9% |
348,000 |
3,993 |
0.003 |
N/A |
|
|
NTLA |
Intellia Therapeutics, Inc. |
19 |
- |
$26.22 |
$2,071,000 |
67,909 |
1.45% |
-76,000 |
10 |
0.076 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
27 |
- |
$107.16 |
$1,509,000 |
13,920 |
1.06% |
115,000 |
330 |
0.001 |
Closed - End Fund - E... |
|
|
SCHW |
Charles Schwab Corp |
41 |
- |
$78.68 |
$1,126,000 |
16,361 |
0.79% |
240,000 |
216 |
0.001 |
Investment Brokerage ... |
|
|
D |
Dominion Energy Inc |
65 |
- |
$53.22 |
$587,000 |
12,497 |
0.41% |
85,000 |
1,259 |
0.002 |
Electric Utilities |
|
|
FDMT |
4d Molecular Therapeutics Inc. |
80 |
- |
$0.00 |
$401,000 |
19,805 |
0.28% |
149,000 |
5 |
0.061 |
N/A |
|
|
SO |
Southern Co |
88 |
- |
$79.29 |
$329,000 |
4,698 |
0.23% |
25,000 |
2 |
0 |
Electric Utilities |
|
