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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ENHAN SHRT MA AC | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,753 | -29.84 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 52 | $2,012,584 | 3,049 | 0.00 | 0.00 | -1,460 | -32.38 | 12-31-2023 |
| AMAZON COM INC | COM | 53 | $1,726,647 | 11,364 | 0.00 | 0.00 | -7,049 | -38.28 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 54 | $1,713,703 | 52,471 | 0.00 | 0.00 | -7,735 | -12.85 | 12-31-2023 |
