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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Elmwood Wealth Management, Inc. INSTITUTION : Elmwood Wealth Management, Inc.
Elmwood Wealth Management, Inc. Latest Top 20 Portfolio Holdings: (Filing Date: 2020-02-05) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
iShares Treasury Floatng    (TRS FLT RT BD) TFLO 8,576,000 170,711 7.47%
Vanguard Short Term    (SHORT TERM TREAS) VGSH 6,503,000 106,904 5.66%
PIMCO Exch Traded Fund    (ENHAN SHRT MA AC) MINT 5,181,000 50,999 4.51%
JPMorgan Ultra Short    (ULTRA SHRT INC) 3,674,000 72,850 3.20%
Apple Inc    (COM) AAPL 2,833,000 9,647 2.46%
Vanguard All World Ex-U.S.    (ALL WORLD) VEU 2,677,000 49,810 2.33%
Schwab U.S. Large Cap ETF    (ETF) SCHX 2,519,000 32,794 2.19%
Vanguard Dividend Appr'N    (DIV APP ETF) VIG 2,314,000 18,558 2.01%
SPDR Dbln Sht Drtn Rtrn    (SPDR DBLELN SHRT) 2,280,000 46,095 1.98%
Unitedhealth Group Inc    (COM) UNH 2,152,000 7,320 1.87%
iShares Core Msci Total World    (CORE MSCI TOTAL) IXUS 2,150,000 34,733 1.87%
Pepsico Incorporated    (COM) PEP 2,072,000 15,162 1.80%
Mastercard Inc Class A    (CL A) MA 2,042,000 6,838 1.77%
Amazon Com Inc    (COM) AMZN 1,964,000 1,063 1.71%
iShares MSCI Pacific Ex-Japan ETF    (MSCI JAPAN ETF) EPP 1,880,000 40,595 1.63%
Costco Whsl Corp New    (COM) COST 1,849,000 6,290 1.61%
Innovator S&P 500 Power    (S&P 500 PWRETF) 1,827,000 72,500 1.59%
Schwab Intl Small Cap    (COM) SCHC 1,812,000 52,287 1.57%
iShares Msci Japan ETF    (MSCI JPN ETF NEW) 1,749,000 29,528 1.52%
Abbott Laboratories    (COM) ABT 1,683,000 19,378 1.46%


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MAJOR GURUS:
Warren Buffett
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George Soros

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