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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

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Tr
Recent Activity
Increased 131.81%
3.32%
$8.22M
163,350 shares@ $50.33 avg price
TFLO
Ishares Tr
Recent Activity
Decreased -2.17%
3.26%
$8.055M
159,604 shares@ $50.48 avg price
VEA
Vanguard Tax-managed Fds
Recent Activity
Decreased -0.71%
2.73%
$6.765M
141,468 shares@ $47.83 avg price
TOTL
Ssga Active Etf Tr
Recent Activity
Decreased -0.2%
2.55%
$6.317M
160,374 shares@ $39.4 avg price
SUB
Ishares Tr
Recent Activity
Increased 6.55%
2.53%
$6.269M
59,429 shares@ $105.49 avg price
CALI
Blackrock Etf Trust Ii
Recent Activity
Increased 6.37%
2.53%
$6.261M
124,817 shares@ $50.17 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.12%
2.43%
$6.006M
23,982 shares@ $250.43 avg price
JPST
J P Morgan Exchange Traded F
Recent Activity
Decreased -2.68%
2.39%
$5.914M
117,408 shares@ $50.37 avg price
BIL
Spdr Ser Tr
Recent Activity
Increased 138.27%
2.38%
$5.879M
64,300 shares@ $91.43 avg price
VGSH
Vanguard Scottsdale Fds
Recent Activity
Decreased -6.57%
2.37%
$5.862M
100,749 shares@ $58.19 avg price

1-10 of 128