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Son Nguyen

@Elmwood Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$247.841MTotal holdings128
Assets growth rate2.19%Assets growth rate (2-Q avg)5.1%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Elmwood Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Elmwood Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 247.841M in assets, with a quarterly growth rate of 2.19% and a 2-quarter average growth rate of 5.1%. The portfolio is managed by Son Nguyen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TFLOIshares Tr
Recent Activity
Decreased -2.17%
3.26%
$8.055M
159,604 shares@ $50.48 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.71%
2.73%
$6.765M
141,468 shares@ $47.83 avg price
TOTLSsga Active Etf Tr
Recent Activity
Decreased -0.2%
2.55%
$6.317M
160,374 shares@ $39.4 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -2.68%
2.39%
$5.914M
117,408 shares@ $50.37 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -6.57%
2.37%
$5.862M
100,749 shares@ $58.19 avg price
IEFAIshares Tr
Recent Activity
Decreased -4.36%
1.77%
$4.379M
62,308 shares@ $70.29 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.09%
1.5%
$3.714M
16,931 shares@ $219.4 avg price
PJANInnovator Etfs Trust
Recent Activity
Decreased -1.95%
1.49%
$3.689M
87,308 shares@ $42.25 avg price
PAPRInnovator Etfs Trust
Recent Activity
Decreased -1.06%
1.49%
$3.669M
99,964 shares@ $36.71 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.53%
1.36%
$3.36M
3,668 shares@ $916.17 avg price