compliance officer

0001731927-25-000002.txt : 20250428 0001731927-25-000002.hdr.sgml : 20250428 20250428141547 ACCESSION NUMBER: 0001731927-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250428 DATE AS OF CHANGE: 20250428 EFFECTIVENESS DATE: 20250428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elmwood Wealth Management, Inc. CENTRAL INDEX KEY: 0001731927 ORGANIZATION NAME: EIN: 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: 25879092 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 true false 0001731927 XXXXXXXX 03-31-2025 03-31-2025 Elmwood Wealth Management, Inc.

2027 FOURTH STREET, SUITE 203 BERKELEY CA 94710

13F HOLDINGS REPORT 028-18747 000165639 N Son Nguyen compliance officer 510-817-2208 Son Nguyen Berkeley CA 04-28-2025 0 129 243804686 false INFORMATION TABLE 2 13f_2025_q1.xml AMPLIFY ETF TR CWP INTL ENHANCE 032108722 5028069 159875 SH SOLE 159875 0 0 AMPLIFY ETF TR NAT RES DIVIDEND 032108730 2589015 89425 SH SOLE 89425 0 0 APPLE INC COM 037833100 5260141 23680 SH SOLE 23680 0 0 ARK ETF TR GENOMIC REV ETF 00214Q302 1359843 65503 SH SOLE 65503 0 0 BLACKROCK ETF TRUST II ISHARES SHORT-TE 092528884 6995256 138905 SH SOLE 138905 0 0 CARIBOU BIOSCIENCES INC COM 142038108 427550 468240 SH SOLE 468240 0 0 DIMENSIONAL ETF TRUST CALIF MUN BD ETF 25434V633 2052944 41390 SH SOLE 41390 0 0 FIRST TR EXCHANGE TRADED FD RBA INDL ETF 33738R704 3107307 45555 SH SOLE 45555 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 837231 25233 SH SOLE 25233 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 2843944 79774 SH SOLE 79774 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 2798564 25423 SH SOLE 25423 0 0 GOLDMAN SACHS ETF TR S&P 500 CORE PRE 38149W622 3878279 83207 SH SOLE 83207 0 0 INNOVATOR ETFS TRUST INNOVATOR DEEPW 45782C862 3325375 73225 SH SOLE 73225 0 0 INNOVATOR ETFS TRUST US EQT PWR BUF 45782C870 3477920 97530 SH SOLE 97530 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 3471993 83723 SH SOLE 83723 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 2642500 68018 SH SOLE 68018 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 3243816 80712 SH SOLE 80712 0 0 INTELLIA THERAPEUTICS INC COM 45826J105 481980 67789 SH SOLE 67789 0 0 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 582537 24425 SH SOLE 24425 0 0 INVESCO EXCH TRADED FD TR II GLOBAL WATER 46138E651 1807375 45038 SH SOLE 45038 0 0 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 3592126 148190 SH SOLE 148190 0 0 ISHARES INC CORE MSCI EMKT 46434G103 3055944 56623 SH SOLE 56623 0 0 ISHARES INC MSCI EQUAL WEITE 464286681 2279853 24360 SH SOLE 24360 0 0 ISHARES TR CALIF MUN BD ETF 464288356 3667487 65165 SH SOLE 65165 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4721090 62407 SH SOLE 62407 0 0 ISHARES TR EAFE SML CP ETF 464288273 2013330 31691 SH SOLE 31691 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 1854290 36323 SH SOLE 36323 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 6403690 60641 SH SOLE 60641 0 0 ISHARES TR TRS FLT RT BD 46434V860 7083383 139822 SH SOLE 139822 0 0 ISHARES U S ETF TR SHORT MATURITY M 46431W838 3804676 75730 SH SOLE 75730 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 3486153 72795 SH SOLE 72795 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 5582460 110260 SH SOLE 110260 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 6220481 122330 SH SOLE 122330 0 0 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 1603704 31625 SH SOLE 31625 0 0 MICROCHIP TECHNOLOGY INC. 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