CCO/Principal

0001731927-18-000002.txt : 20180510 0001731927-18-000002.hdr.sgml : 20180510 20180509173354 ACCESSION NUMBER: 0001731927-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180510 DATE AS OF CHANGE: 20180509 EFFECTIVENESS DATE: 20180510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elmwood Wealth Management, Inc. CENTRAL INDEX KEY: 0001731927 IRS NUMBER: 460994457 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18747 FILM NUMBER: 18819651 BUSINESS ADDRESS: STREET 1: 2027 FOURTH STREET, SUITE 203 CITY: BERKELEY STATE: CA ZIP: 94710 BUSINESS PHONE: 510-858-2722 MAIL ADDRESS: STREET 1: 2027 FOURTH STREET, SUITE 203 CITY: BERKELEY STATE: CA ZIP: 94710 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001731927 XXXXXXXX 03-31-2018 03-31-2018 Elmwood Wealth Management, Inc.

2027 FOURTH STREET, SUITE 203 BERKELEY CA 94710

13F HOLDINGS REPORT 028-18747 N Shannon Lemon CCO/Principal 510-858-2722 Shannon Lemon Berkeley CA 03-31-2018 0 304 104573155 false INFORMATION TABLE 2 EWM13f_20180331V4.xml 13F REPORT 3 D Systems Corp COM 88554D205 4636 400 SH SOLE 400 0 0 3M Company COM 88579Y101 178689 814 SH SOLE 814 0 0 A A R Corporation COM 000361105 14645 332 SH SOLE 332 0 0 A F L A C Inc COM 001055102 3063 70 SH SOLE 70 0 0 A T & T Inc New COM 00206R102 178499 5007 SH SOLE 5007 0 0 Abbott Laboratories COM 002824100 1262933 21077 SH SOLE 21077 0 0 AbbVie Inc COM 00287Y109 222048 2346 SH SOLE 2346 0 0 Accenture Plc Cl A COM SER A G1151C101 59097 385 SH SOLE 385 0 0 Advanced Micro Devices COM 007903107 1356 135 SH SOLE 135 0 0 Advansix Inc COM 00773T101 278 8 SH SOLE 8 0 0 Agilent Technologies Inc COM 00846U101 51379 768 SH SOLE 768 0 0 Air Prod & Chemicals Inc COM 009158106 2226 14 SH SOLE 14 0 0 Alibaba Group Hldg ADR SPONSORED ADR 01609W102 9177 50 SH SOLE 50 0 0 Allergan Inc COM 018490102 5217 31 SH SOLE 31 0 0 Allete Inc New COM 018522300 21675 300 SH SOLE 300 0 0 Alphabet Inc Class A COM SER A 38259P508 1094183 1055 SH SOLE 1055 0 0 Alphabet Inc Class C COM 38259P508 514863 499 SH SOLE 499 0 0 Alps Medical COM 00162Q593 23961 700 SH SOLE 700 0 0 Altria Group Inc COM 02209S103 249280 4000 SH SOLE 4000 0 0 Amazon Com Inc COM 023135106 1684704 1164 SH SOLE 1164 0 0 Amer Electric Pwr Co Inc COM 025537101 6859 100 SH SOLE 100 0 0 American Express Company COM 025816109 62964 675 SH SOLE 675 0 0 American Tower Corporation COM 03027X100 715510 4923 SH SOLE 4923 0 0 American Water Works Co COM 030420103 21354 260 SH SOLE 260 0 0 Amerisourcebergen Corp COM 03073E105 605625 7025 SH SOLE 7025 0 0 Amgen Incorporated COM 031162100 18484 108 SH SOLE 108 0 0 Analog Devices Inc COM 032654105 3007 33 SH SOLE 33 0 0 Anheuser-Busc Inbev ADRf SPONSORED ADR 03524A108 5497 50 SH SOLE 50 0 0 Apple Inc COM 037833100 2524308 15045 SH SOLE 15045 0 0 Auto Data Processing COM 053015103 2610 23 SH SOLE 23 0 0 Bank Of America Corp COM 060505104 24262 809 SH SOLE 809 0 0 Barclays iPath Grains Index COM 06739H305 48016 1825 SH SOLE 1825 0 0 Bayer Ag Spon ADR SPONSORED ADR 072730302 791 28 SH SOLE 28 0 0 Becton Dickinson&Co COM 075887109 3251 15 SH SOLE 15 0 0 Berkshire Hathaway B New COM 084670702 1206056 6046 SH SOLE 6046 0 0 Blackrock Inc COM 09247X101 3792 7 SH SOLE 7 0 0 Boeing Co COM 097023105 31242 95 SH SOLE 95 0 0 BP Plc ADR SPONSORED ADR 055622104 106985 2639 SH SOLE 2639 0 0 Bristol-Myers Squibb Co COM 110122108 879395 13903 SH SOLE 13903 0 0 C V S Health Corporation COM 126650100 626738 10075 SH SOLE 10075 0 0 Callidus Software COM 13123E500 2729935 75937 SH SOLE 75937 0 0 Caterpillar Inc COM 149123101 16212 110 SH SOLE 110 0 0 Cbre Group Inc COM 12504L109 4722 100 SH SOLE 100 0 0 Celgene Corp COM 151020104 1784 20 SH SOLE 20 0 0 Charles Schwab & Co. 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