Compliance Officer

0001731927-24-000002.txt : 20240513 0001731927-24-000002.hdr.sgml : 20240513 20240510200803 ACCESSION NUMBER: 0001731927-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elmwood Wealth Management, Inc. CENTRAL INDEX KEY: 0001731927 ORGANIZATION NAME: 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: 24936599 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 X0202 13F-HR LIVE false false false 0001731927 XXXXXXXX 03-31-2024 03-31-2024 Elmwood Wealth Management, Inc.

2027 FOURTH STREET, SUITE 203 BERKELEY CA 94710

13F HOLDINGS REPORT 028-18747 N Juliana Moravy Compliance Officer 510-900-5791 Juliana Moravy Berkeley CA 05-10-2024 0 123 233664224 false INFORMATION TABLE 2 2024_q1_13f.xml Q1 2024 4D MOLECULAR THERAPEUTICS IN COM 35104E100 312228 9800 SH SOLE 9800 0 0 ABBOTT LABS COM 002824100 1888007 16611 SH SOLE 16611 0 0 ABBVIE INC COM 00287Y109 416145 2285 SH SOLE 2285 0 0 ALPHABET INC CAP STK CL A 02079K305 2088872 13840 SH SOLE 13840 0 0 ALPHABET INC CAP STK CL C 02079K107 1483774 9745 SH SOLE 9720 0 25 ALTRIA GROUP INC COM 02209S103 200500 4597 SH SOLE 4597 0 0 AMAZON COM INC COM 023135106 3106144 17220 SH SOLE 17220 0 0 AMERICAN TOWER CORP NEW COM 03027X100 654814 3314 SH SOLE 3314 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 451322 3693 SH SOLE 3693 0 0 AMPLIFY ETF TR INTERNATINL ENHC 032108722 3960948 129782 SH SOLE 129782 0 0 AMPLIFY ETF TR NAT RES DIVIDEND 032108730 2927864 100439 SH SOLE 100439 0 0 APPLE INC COM 037833100 4363610 25447 SH SOLE 25447 0 0 ARK ETF TR GENOMIC REV ETF 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110235 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 2966397 79125 SH SOLE 79125 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C748 395254 11450 SH SOLE 11450 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 1867902 67899 SH SOLE 67899 0 0 INTUIT COM 461202103 1779700 2738 SH SOLE 2728 0 10 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 1694223 39300 SH SOLE 39300 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 2017931 84894 SH SOLE 84294 0 600 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 906130 5350 SH SOLE 5350 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1888378 36596 SH SOLE 36596 0 0 ISHARES INC MSCI EQUAL WEITE 464286681 1960380 21545 SH SOLE 21545 0 0 ISHARES TR 20+ YEAR TR BD 46436E338 2528123 94686 SH SOLE 94686 0 0 ISHARES TR CALIF MUN BD ETF 464288356 3618691 62890 SH SOLE 62090 0 800 ISHARES TR CORE MSCI EAFE 46432F842 250419 3374 SH SOLE 3374 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 2530682 37293 SH SOLE 37293 0 0 ISHARES TR EAFE SML CP ETF 464288273 2008068 31708 SH SOLE 31708 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 2925509 209264 SH SOLE 209197 0 67 ISHARES TR NATIONAL MUN ETF 464288414 1492412 13870 SH SOLE 13870 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 6233216 59517 SH SOLE 59220 0 297 ISHARES TR TRS FLT RT BD 46434V860 6718757 132546 SH SOLE 132296 0 250 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 3149291 62835 SH SOLE 62835 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 7239843 143505 SH SOLE 143505 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 5915117 116577 SH SOLE 115777 0 800 JOHNSON & JOHNSON COM 478160104 852613 5390 SH SOLE 5390 0 0 JPMORGAN CHASE & CO COM 46625H100 2138804 10678 SH SOLE 10578 0 100 LOWES COS INC COM 548661107 210153 825 SH SOLE 825 0 0 MARSH & MCLENNAN COS INC COM 571748102 1315389 6386 SH SOLE 6346 0 40 MASTERCARD INCORPORATED CL A 57636Q104 2898089 6018 SH SOLE 6003 0 15 MCCORMICK & CO INC COM NON VTG 579780206 923101 12018 SH SOLE 11958 0 60 MERCK & CO INC COM 58933Y105 353450 2679 SH SOLE 2679 0 0 MICROCHIP TECHNOLOGY INC. 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