Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ELMWOOD WEALTH MANAGEMENT INC 01-30-2024 12-31-2023 105 142,561,128
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CARIBOU BIOSCIENCES INC COM 1 $13,547,210 2,364,260 0.01 0.01 -155 -0.01 12-31-2023
ISHARES TR SHRT NAT MUN ETF 2 $6,148,362 58,317 0.00 0.00 -917 -1.55 12-31-2023
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 3 $5,491,844 108,235 0.00 0.00 -2,650 -2.39 12-31-2023
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 4 $4,657,243 79,843 0.00 0.00 -15,184 -15.98 12-31-2023
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