Elmwood Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 11, 2024
Value $
$243M
Signature - Title
Son Nguyen - compliance officer
Location
2027 Fourth Street, Suite 203, Berkeley, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 126 $243M +$19.2M -$10.6M +$8.6M TFLO, VEA, TOTL, VGSH, JPST 13F-HR 10/11/2024, 03:50 PM
Q2 2024 123 $225M +$15.7M -$14.8M +$933K VGSH, TOTL, JPST, VEA, TFLO 13F-HR 8/13/2024, 01:42 PM
Q1 2024 122 $234M +$90.7M -$1.47M +$89.2M CRBU, VGSH, JPST, TOTL, TFLO 13F-HR 5/10/2024, 08:08 PM
Q4 2023 104 $143M +$4.9M -$82.7M -$77.8M CRBU, SUB, JMST, VGSH, USFR 13F-HR 1/30/2024, 03:59 PM
Q3 2023 117 $207M +$27.5M -$28.8M -$1.3M CRBU, JPST, TFLO, TOTL, SUB 13F-HR 11/15/2023, 02:41 PM
Q2 2023 115 $215M +$10.2M -$10.3M -$128K TFLO, JPST, CRBU, USFR, JMST 13F-HR 8/10/2023, 04:37 PM
Q1 2023 119 $212M +$19.2M -$9.13M +$10M TFLO, CRBU, JPST, USFR, JMST 13F-HR 4/28/2023, 03:01 PM
Q4 2022 118 $199M +$15.8M -$12.5M +$3.35M CRBU, TFLO, JPST, VEA, JMST 13F-HR 1/25/2023, 06:09 PM
Q3 2022 114 $200M +$48.2M -$14.4M +$33.7M CRBU, TFLO, JPST, AAPL, VEA 13F-HR 11/14/2022, 05:23 PM
Q2 2022 111 $176M +$13.1M -$9.96M +$3.15M JPST, TFLO, VEA, STOT, MINT 13F-HR 7/11/2022, 06:13 PM
Q1 2022 113 $194M +$16.1M -$18.5M -$2.37M JPST, TFLO, VEA, NTLA, STOT 13F-HR 5/16/2022, 03:53 PM
Q4 2021 368 $209M +$40.2M -$21.5M +$18.7M JPST, NTLA, MINT, VEA, STOT 13F-HR 2/8/2022, 01:25 PM
Q2 2021 324 $189M +$16.3M -$3.48M +$12.8M NTLA, JPST, TFLO, VGSH, MINT 13F-HR 8/13/2021, 01:03 PM
Q1 2021 314 $163M +$24.2M -$7.88M +$16.3M JPST, VGSH, TFLO, NTLA, VEA 13F-HR 5/13/2021, 04:45 PM
Q3 2020 253 $114M $0 $0 TFLO, VGSH, JPST, MINT, VEA 13F-HR 11/12/2020, 10:27 AM
Q2 2020 253 $123M +$48.1M -$27.6M +$20.5M TFLO, VGSH, JPST, MINT, VEA 13F-HR 8/13/2020, 11:21 AM
Q1 2020 300 $57.6M $0 $0 MINT, SCHX, VCSH, VIG, CALD 13F-HR 5/12/2020, 03:56 PM
Q4 2019 86 $115M +$21.6M -$11.6M +$9.98M TFLO, VGSH, MINT, JPST, AAPL 13F-HR 2/5/2020, 03:07 PM
Q3 2019 259 $98.9M +$1.95M -$15.9M -$14M TFLO, MINT, VEU, SCHX, STOT 13F-HR 11/13/2019, 01:48 PM
Q2 2019 276 $113M +$6.85M -$3.95M +$2.91M TFLO, MINT, VGSH, JPST, VEU 13F-HR 8/7/2019, 04:39 PM
Q1 2019 277 $108M +$12.1M -$17.4M -$5.32M TFLO, MINT, VGSH, JPST, NTLA 13F-HR 5/22/2019, 02:21 PM
Q4 2018 288 $104M +$11M -$14M -$3.04M MINT, VGSH, TFLO, SHOP, SCHX 13F-HR 2/14/2019, 03:00 PM
Q3 2018 287 $120M +$9.52M -$4.66M +$4.86M MINT, SHOP, AAPL, VEU, SCHX 13F-HR 10/11/2018, 05:14 PM
Q2 2018 292 $110M +$11.9M -$9.37M +$2.51M MINT, EDIT, VEU, SCHX, VCSH 13F-HR 8/21/2018, 07:52 PM
Q1 2018 300 $105M $0 $0 MINT, EDIT, VEU, SCHX, SCHA 13F-HR 5/9/2018, 05:33 PM