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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US SML CAP ETF | 151 | $412,040 | 8,722 | 0.00 | 0.00 | -23,874 | -73.24 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BF | 152 | $410,451 | 12,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | EMGR MKT INF ETF | 153 | $405,659 | 18,956 | 0.00 | 0.00 | -20,730 | -52.24 | 12-31-2023 |
| 4D MOLECULAR THERAPEUTICS IN | COM | 154 | $401,250 | 19,805 | 0.00 | 0.00 | 5 | 0.03 | 12-31-2023 |
