0001731927-21-000001.txt : 20210513
0001731927-21-000001.hdr.sgml : 20210513
20210513164509
ACCESSION NUMBER: 0001731927-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210513
DATE AS OF CHANGE: 20210513
EFFECTIVENESS DATE: 20210513
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: 21920323
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
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false
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0001731927
XXXXXXXX
03-31-2021
03-31-2021
Elmwood Wealth Management, Inc.
2027 FOURTH STREET, SUITE 203
BERKELEY
CA
94710
13F HOLDINGS REPORT
028-18747
N
Juliana Moravy
Compliance Officer
5109005792
Juliana Moravy
Berkeley
CA
05-13-2021
0
321
2879
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SOLE
80
0
0
Eversource Energy
COM
30040W108
57
661
SH
SOLE
661
0
0
Exxon Mobil Corporation
COM
30231G102
152
2714
SH
SOLE
2714
0
0
Facebook Inc Class A
COM SER A
30303M102
185
629
SH
SOLE
629
0
0
Facedrive Inc.
COM
30311W100
4
200
SH
SOLE
200
0
0
First Trust Value Line Dividend ETF
SHS
33734H106
1
27
SH
SOLE
27
0
0
First Trust Global Wind Energy ETF
ETF
33736G106
748
33165
SH
SOLE
33165
0
0
Flexsh Mngst Emr Mkt
COM
33939L308
1348
21875
SH
SOLE
21875
0
0
Flexshares U.S. Low Volatility ETF
US QT LW VLTY
33939L654
23
500
SH
SOLE
500
0
0
Freeport Mcmoran Copper
COM
35671D857
16
500
SH
SOLE
500
0
0
Frontier Communications Corp Class B
COM
35906A306
0
13
SH
SOLE
13
0
0
Global X Variable Rate Preferred ETF
ETF
37954Y376
40
1447
SH
SOLE
1447
0
0
Global X US Preferred ETF
ETF
37954Y657
38
1500
SH
SOLE
1500
0
0
Global X Yield Co &Renewable Energy
COM
37954Y707
1458
91726
SH
SOLE
91726
0
0
Goldman Sachs Group Inc
COM
38141G104
10
30
SH
SOLE
30
0
0
Goldman Sachs Group Inc
COM
38144G804
24
1000
SH
SOLE
1000
0
0
Growlife Inc
COM
39985X203
0
100
SH
SOLE
100
0
0
Healthier Choices Ma
COM
42226N109
0
1
SH
SOLE
1
0
0
Hewlett Packard Ente
COM
42824C109
28
1792
SH
SOLE
1792
0
0
Innovator S&P 500 Power Buffer JAN
ETF
45782C508
1421
45045
SH
SOLE
45045
0
0
Innovator S&P 500 Ultra Buffer ETF JUN
ETF
45782C730
41
1440
SH
SOLE
1440
0
0
Innovator S&P 500 Power Buffer ETF New
ETF
45782C748
20
650
SH
SOLE
650
0
0
Innovator S&P 500 Power Buffer OCT
ETF
45782C797
2358
82750
SH
SOLE
82750
0
0
Innovator S&P 500 Power Buffer JUL
ETF
45782C813
2680
91379
SH
SOLE
91379
0
0
Innovator Loup Frontier
ETF
45782C862
49
900
SH
SOLE
900
0
0
Innovator S&P 500 Power Buffer ETF APR
ETF
45782C870
1723
62543
SH
SOLE
62543
0
0
Intellia Therapeutics Inc
COM
45826J105
5391
67174
SH
SOLE
67174
0
0
Invesco S&P Midcap 400
ETF
46137V225
2
23
SH
SOLE
23
0
0
Invesco S&P 500 Pure Growth ETF
ETF
46137V266
6
38
SH
SOLE
38
0
0
Invesco S&P 500 Equal Wt Hlth Care ETF
ETF
46137V332
4
15
SH
SOLE
15
0
0
Invesco S&P 500 Equal Weight ETF
ETF
46137V357
865
6107
SH
SOLE
6107
0
0
Invesco Dynamic Biotechnology & Genome ETF
ETF
46137V787
15
200
SH
SOLE
200
0
0
Invesco S&P 500 Low Volatility ETF
S&P500 LOW VOL
46138E354
30
520
SH
SOLE
520
0
0
Invesco Global Clean Water ETF
ETF
46138E651
1128
31135
SH
SOLE
31135
0
0
Invesco Senior Loan ETF
ETF
46138G508
6
285
SH
SOLE
285
0
0
Ishares Core High Dividend Etf
ETF
46429B663
6
65
SH
SOLE
65
0
0
iShares MSCI EAFE Min Vol Factor ETF
ETF
46429B689
36
500
SH
SOLE
500
0
0
iShares Short Maturity
COM
46431W507
201
4000
SH
SOLE
4000
0
0
iShares Short Maturity
COM
46431W838
1575
31335
SH
SOLE
31335
0
0
iShares Edge Msci Usa
COM
46432F396
34
210
SH
SOLE
210
0
0
iShares Core MSCI Total World
COM
46432F834
2823
40169
SH
SOLE
40169
0
0
iShares Core MSCI Emerging Markets
ETF
46434G103
1387
21552
SH
SOLE
21552
0
0
iShares Msci Japan ETF
ETF
46434G822
317
4628
SH
SOLE
4628
0
0
iShares ESG MSCI Em
ETF
46434G863
26
610
SH
SOLE
610
0
0
iShares MSCI ACWI
COM
46434V464
41
265
SH
SOLE
265
0
0
iShares Core Dividend Growth ETF
CORE DIV GRWTH
46434V621
2
46
SH
SOLE
46
0
0
iShares Global Reit ETF
COM
46434V647
5
197
SH
SOLE
197
0
0
iShares Currency Hedge ETF
COM
46434V803
2
53
SH
SOLE
53
0
0
iShares Treasury Floatng
ETF
46434V860
6112
121516
SH
SOLE
121516
0
0
iShares Ultra Short Term
COM
46434V878
202
4000
SH
SOLE
4000
0
0
iShares ESG MSCI USA Leaders ETF
ETF
46435U218
52
750
SH
SOLE
750
0
0
JPMorgan Chase & Co
COM
46625H100
1531
10060
SH
SOLE
10060
0
0
JPMorgan Ultra-Short Municipal Inc ETF
ULTRA SHT MUNCPL
46641Q654
1771
34695
SH
SOLE
34695
0
0
JPMorgan Ultra Short
ETF
46641Q837
6691
131829
SH
SOLE
131829
0
0
Knowles Corp
COM
49926D109
17
800
SH
SOLE
800
0
0
Lumentum Holdings In
COM
55024U109
0
4
SH
SOLE
4
0
0
Mastercard Inc Class A
COM SER A
57636Q104
2416
6786
SH
SOLE
6786
0
0
Merck & Co Inc New
COM
58933Y105
169
2191
SH
SOLE
2191
0
0
Moderna Inc
COM
60770K107
33
250
SH
SOLE
250
0
0
Morgan Stanley Pfd
PREFERRED
61764V521
7
600
SH
SOLE
600
0
0
Morgan Stanley Pfd
PREFERRED
61764V752
22
2000
SH
SOLE
2000
0
0
MultiChoice Group Ltd
COM
62548D100
1
80
SH
SOLE
80
0
0
NIO INC ADS REPSTG CL A ORD SHS
COM
62914V106
12
300
SH
SOLE
300
0
0
NetApp Inc
COM
64110D104
7
100
SH
SOLE
100
0
0
Netflix Inc
COM
64110L106
78
150
SH
SOLE
150
0
0
Nextera Energy Inc
COM
65339F101
587
7758
SH
SOLE
7758
0
0
Nextera Energy Partners Lp
COM
65341B106
1274
17480
SH
SOLE
17480
0
0
Novartis A G Spon ADR
SPONSORED ADR
66987V109
942
11017
SH
SOLE
11017
0
0
Nvidia Corp
COM
67066G104
164
308
SH
SOLE
308
0
0
Nuveen S&P500 Buy-Write
COM
6706ER101
7
500
SH
SOLE
500
0
0
Oracle Corporation
COM
68389X105
69
985
SH
SOLE
985
0
0
OTIS Worldwide Corp-Wi
COM
68902V107
25
369
SH
SOLE
369
0
0
Palantir Technologies Inc
COM
69608A108
9
400
SH
SOLE
400
0
0
Paypal Holdings Inco
COM
70450Y103
2178
8968
SH
SOLE
8968
0
0
PIMCO Exch Traded Fund
COM
72201R833
4595
45088
SH
SOLE
45088
0
0
Plug Power Inc
COM
72919P202
6
175
SH
SOLE
175
0
0
Resideo Technologies Inc
COM
76118Y104
1
25
SH
SOLE
25
0
0
SPDR S&P 500 ETF
COM
78462F103
271
684
SH
SOLE
684
0
0
SPDR Gold Shares
COM
78463V107
7
45
SH
SOLE
45
0
0
SPDR Preferred Stock Wells Fargo
COM
78464A292
17
380
SH
SOLE
380
0
0
SPDR Blmbrg Barcly Sh Tm
BLOMBERG BRC INT
78464A334
1804
57277
SH
SOLE
57277
0
0
SPDR Blmbg Barclays Em Mkts Lcl Bd ETF
BLOMBRG BRC EMRG
78464A391
1137
43693
SH
SOLE
43693
0
0
Spdr Short Term
PORTFOLIO SHORT
78464A474
2
50
SH
SOLE
50
0
0
SPDR Lehman International Treasury ETF
COM
78464A516
27
932
SH
SOLE
932
0
0
SPDR S&P Dividend ETF
COM
78464A763
155
1314
SH
SOLE
1314
0
0
SPDR Blackstone Gso
BLACKSTONE SENR
78467V608
1232
26925
SH
SOLE
26925
0
0
SPDR SSgA Ultra Short Term Bond ETF
ULT SHT TRM BD
78467V707
2025
50045
SH
SOLE
50045
0
0
SPDR DoubleLine Total Return Tact ETF
ETF
78467V848
4
75
SH
SOLE
75
0
0
SPDR S&P Midcap 400 ETF
COM
78467Y107
12
26
SH
SOLE
26
0
0
Spdr Bloomberg Barclays
SPDR BLOOMBERG
78468R663
578
6320
SH
SOLE
6320
0
0
SPDR Nuveen Blmbrg
COM
78468R739
373
7525
SH
SOLE
7525
0
0
SPDR SSGA Gender Diversity ETF
ETF
78468R747
6
65
SH
SOLE
65
0
0
SPDR Dbln Sht Drtn Rtrn
COM
78470P200
3976
80088
SH
SOLE
80088
0
0
Salesforce Com
COM
79466L302
1775
8378
SH
SOLE
8378
0
0
Shockwave Medical Inc
COM
82489T104
14
110
SH
SOLE
110
0
0
Shopify Inc
CL A
82509L107
55
50
SH
SOLE
50
0
0
Sierra Oncology Inc
COM NEW
82640U404
18
1040
SH
SOLE
1040
0
0
Tesla Motors Inc
COM
88160R101
252
378
SH
SOLE
378
0
0
3 D Systems Corp
COM
88554D205
11
400
SH
SOLE
400
0
0
3M Company
COM
88579Y101
157
814
SH
SOLE
814
0
0
Tilray Inc
COM
88688T100
3
150
SH
SOLE
150
0
0
Twilio Inc
COM
90138F102
128
375
SH
SOLE
375
0
0
Uber Technologies Inc
COM
90353T100
7
126
SH
SOLE
126
0
0
Unitedhealth Group Inc
COM
91324P102
2398
6446
SH
SOLE
6446
0
0
Unity Software Inc
COM
91332U101
101
1006
SH
SOLE
1006
0
0
Vanguard Total
COM
92203J407
1081
18925
SH
SOLE
18925
0
0
Vanguard Info Technology
INF TECH ETF
92204A702
85
237
SH
SOLE
237
0
0
Vanguard Short Term
SHORT TERM TREAS
92206C102
6299
102397
SH
SOLE
102397
0
0
Vanguard St-Term Corp Bond ETF
COM
92206C409
21
250
SH
SOLE
250
0
0
Vanguard Mortgage Backed
COM
92206C771
29
550
SH
SOLE
550
0
0
Vanguard Interm Corp Bond ETF
COM
92206C870
135
1455
SH
SOLE
1455
0
0
Verizon Communications
COM
92343V104
120
2070
SH
SOLE
2070
0
0
Mylan Nv
COM
92556V106
22
1604
SH
SOLE
1604
0
0
Visa Inc Cl A
COM
92826C839
833
3935
SH
SOLE
3935
0
0
W P Carey Inc
COM
92936U109
17
246
SH
SOLE
246
0
0
Waste Management Inc
COM
94106L109
4
30
SH
SOLE
30
0
0
Wayfair Inc
CL A
94419L101
220
698
SH
SOLE
698
0
0
Wisdomtree Jpn Hdgd Eqty
COM
97717W851
2
34
SH
SOLE
34
0
0
Workday Inc Cl A
COM SER A
98138H101
239
962
SH
SOLE
962
0
0
Wyndham Hotels & Resorts Inc
COM
98311A105
14
200
SH
SOLE
200
0
0
Xcel Energy Inc
COM
98389B100
13
200
SH
SOLE
200
0
0
Xperi Corp
COM
98390M103
15
682
SH
SOLE
682
0
0
Xenon Pharmaceuticals
COM
98420N105
335
18729
SH
SOLE
18729
0
0
Yum China Hldgs Inc Com
COM
98850P109
30
500
SH
SOLE
500
0
0
Accenture Plc Cl A
COM SER A
G1151C101
106
385
SH
SOLE
385
0
0
Johnson Controls International Plc
SHS
G51502105
24
396
SH
SOLE
396
0
0
Linde Plc
SHS
G5494J103
70
250
SH
SOLE
250
0
0
Medtronic Inc
COM
G5960L103
7
63
SH
SOLE
63
0
0
Microport Scientfi Ord
COM
G60837104
200
35495
SH
SOLE
35495
0
0
Regent Pac Gp Ord
COM
G7478U120
6
235614
SH
SOLE
235614
0
0
Prosus NV
COM
N7163R103
90
807
SH
SOLE
807
0
0
The a2 Milk Co Ltd
COM
Q2774Q104
32
5371
SH
SOLE
5371
0
0