Elmwood Wealth Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $9.42M | 3.0% |
| VANGUARD TAX-MANAGED FDS | $9.41M | 3.0% |
| ISHARES TR | $8.61M | 2.7% |
| BLACKROCK ETF TRUST II | $8.29M | 2.6% |
| J P MORGAN EXCHANGE TRADED F | $7.86M | 2.5% |
| J P MORGAN EXCHANGE TRADED F | $7.28M | 2.3% |
| INNOVATOR ETFS TRUST | $7.00M | 2.2% |
| NVIDIA Corp | $6.82M | 2.2% |
| iShares MSCI UAE ETF | $6.72M | 2.1% |
| AMPLIFY ETF TR | $6.50M | 2.1% |
| SSGA ACTIVE ETF TR | $6.34M | 2.0% |
| ISHARES TR | $6.30M | 2.0% |
| FIRST TR EXCHANGE TRADED FD | $5.72M | 1.8% |
| Alphabet Inc. | $5.42M | 1.7% |
| VANGUARD SCOTTSDALE FDS | $5.18M | 1.6% |
| INNOVATOR ETFS TRUST | $4.89M | 1.5% |
| Alphabet Inc. | $4.80M | 1.5% |
| WISDOMTREE TR | $4.71M | 1.5% |
| SCHWAB STRATEGIC TR | $4.70M | 1.5% |
| ISHARES U S ETF TR | $4.49M | 1.4% |
| Amazon.com Inc | $4.42M | 1.4% |
| Warren E. Buffett | $4.25M | 1.3% |
| DIMENSIONAL ETF TRUST | $4.11M | 1.3% |
| GOLDMAN SACHS ETF TR | $4.11M | 1.3% |
| ISHARES INC | $4.09M | 1.3% |
| INNOVATOR ETFS TRUST | $4.06M | 1.3% |
| MICROSOFT CORP | $3.99M | 1.3% |
| ISHARES TR | $3.91M | 1.2% |
| J P MORGAN EXCHANGE TRADED F | $3.89M | 1.2% |
| SCHWAB STRATEGIC TR | $3.79M | 1.2% |
| VANGUARD SPECIALIZED FUNDS | $3.58M | 1.1% |
| WISDOMTREE TR | $3.53M | 1.1% |
| ISHARES TR | $3.44M | 1.1% |
| GOLDMAN SACHS ETF TR | $3.36M | 1.1% |
| INVESCO EXCH TRADED FD TR II | $3.35M | 1.1% |
| GOLDMAN SACHS ETF TR | $3.35M | 1.1% |
| VANGUARD MUN BD FDS | $3.29M | 1.0% |
| Mastercard Inc | $3.26M | 1.0% |
| JPMORGAN CHASE & CO | $3.23M | 1.0% |
| INNOVATOR ETFS TRUST | $3.14M | 1.0% |
| INVESCO EXCH TRADED FD TR II | $3.11M | 1.0% |
| VANGUARD CHARLOTTE FDS | $3.09M | 1.0% |
| COSTCO WHOLESALE CORP /NEW | $2.89M | 0.9% |
| SPDR S&P 500 ETF TR | $2.87M | 0.9% |
| INNOVATOR ETFS TRUST | $2.83M | 0.9% |
| INNOVATOR ETFS TRUST | $2.76M | 0.9% |
| VANGUARD INTL EQUITY INDEX F | $2.66M | 0.8% |
| ISHARES INC | $2.46M | 0.8% |
| ISHARES TR | $2.41M | 0.8% |
| Salesforce Inc | $2.01M | 0.6% |