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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 101 | $973,659 | 23,690 | 0.00 | 0.00 | -18,313 | -43.60 | 12-31-2023 |
| GLOBAL X FDS | LITHIUM BTRY ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 488 | 2.94 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 103 | $902,023 | 15,993 | 0.00 | 0.00 | -22,390 | -58.33 | 12-31-2023 |
| VISA INC | COM CL A | 104 | $849,262 | 3,262 | 0.00 | 0.00 | -741 | -18.51 | 12-31-2023 |
