Compliance Officer

0001731927-23-000001.txt : 20230126 0001731927-23-000001.hdr.sgml : 20230126 20230125180948 ACCESSION NUMBER: 0001731927-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230125 EFFECTIVENESS DATE: 20230126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elmwood Wealth Management, Inc. CENTRAL INDEX KEY: 0001731927 IRS NUMBER: 460994457 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18747 FILM NUMBER: 23553423 BUSINESS ADDRESS: STREET 1: 2027 FOURTH STREET, SUITE 203 CITY: BERKELEY STATE: CA ZIP: 94710 BUSINESS PHONE: 510-858-2722 MAIL ADDRESS: STREET 1: 2027 FOURTH STREET, SUITE 203 CITY: BERKELEY STATE: CA ZIP: 94710 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001731927 XXXXXXXX 12-31-2022 12-31-2022 Elmwood Wealth Management, Inc.

2027 FOURTH STREET, SUITE 203 BERKELEY CA 94710

13F HOLDINGS REPORT 028-18747 N Juliana Moravy Compliance Officer 510-900-5791 Juliana Moravy Oakland CA 01-25-2023 0 118 200315474 false INFORMATION TABLE 2 2022q4_13f.xml AMAZON COM INC COM 023135106 1829940 21785 SH SOLE 21785 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 672172 4410 SH SOLE 4410 0 0 APPLE INC COM 037833100 4501732 34647 SH SOLE 34647 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1921976 6222 SH SOLE 6222 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 959525 13336 SH SOLE 13336 0 0 CIGNA CORP NEW COM 125523100 296218 894 SH SOLE 894 0 0 CVS HEALTH CORP COM 126650100 1406084 15088 SH SOLE 15088 0 0 CARIBOU BIOSCIENCES INC COM 142038108 14847427 2364240 SH SOLE 2364240 0 0 CHEVRON CORP NEW COM 166764100 610585 3402 SH SOLE 3402 0 0 CITIGROUP INC COM NEW 172967424 364102 8050 SH SOLE 8050 0 0 DANAHER CORPORATION COM 235851102 2280489 8592 SH SOLE 8592 0 0 DISNEY WALT CO COM 254687106 1200942 13823 SH SOLE 13823 0 0 ECOLAB INC COM 278865100 722851 4966 SH SOLE 4966 0 0 FIDELITY MERRIMACK STR TR LOW DURTIN ETF 316188408 284708 5754 SH SOLE 5754 0 0 GERON CORP COM 374163103 47069 19450 SH SOLE 19450 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 1513627 52593 SH SOLE 52453 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 638107 22540 SH SOLE 22390 0 0 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 927917 18725 SH SOLE 18175 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 417954 5490 SH SOLE 5490 0 0 HONEYWELL INTL INC COM 438516106 1005281 4691 SH SOLE 4691 0 0 INTUIT COM 461202103 1165325 2994 SH SOLE 2994 0 0 ISHARES GOLD TR ISHARES NEW 464285204 688998 19919 SH SOLE 19919 0 0 ISHARES INC MSCI PAC JP ETF 464286665 3222986 75321 SH SOLE 75196 0 0 ISHARES INC MSCI EQUAL WEITE 464286681 1164852 15970 SH SOLE 15935 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 3920343 37598 SH SOLE 37598 0 0 ISHARES TR EMGR MKT INF ETF 464288216 885155 42576 SH SOLE 42576 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 2724957 137277 SH SOLE 137147 0 0 ISHARES TR EAFE SML CP ETF 464288273 1081084 19141 SH SOLE 19095 0 0 ISHARES TR GLB INFRASTR ETF 464288372 1441448 31445 SH SOLE 31420 0 0 JOHNSON & JOHNSON COM 478160104 1649411 9337 SH SOLE 9337 0 0 MARSH & MCLENNAN COS INC COM 571748102 1087700 6573 SH SOLE 6573 0 0 MCCORMICK & CO INC COM NON VTG 579780206 1086065 13102 SH SOLE 13102 0 0 MICROSOFT CORP COM 594918104 1777390 7411 SH SOLE 7411 0 0 MICROCHIP TECHNOLOGY INC. 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COM 855244109 1071995 10806 SH SOLE 10806 0 0 UNION PAC CORP COM 907818108 1241592 5996 SH SOLE 5996 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2905940 19137 SH SOLE 19137 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1498147 19901 SH SOLE 19901 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4771437 113687 SH SOLE 113687 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 272616 5437 SH SOLE 5327 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1315177 33740 SH SOLE 33620 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 287851 1568 SH SOLE 1568 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 537631 2812 SH SOLE 2812 0 0 AMERISOURCEBERGEN CORP COM 03076K108 1029888 6215 SH SOLE 6215 0 0 TRAVELERS COMPANIES INC COM 89417E109 1151001 6139 SH SOLE 6139 0 0 ABBOTT LABS COM 002824100 2019367 18393 SH SOLE 18393 0 0 ABBVIE INC COM 00287Y109 353158 2185 SH SOLE 2185 0 0 ALPHABET INC CAP STK CL C 02079K107 1107350 12480 SH SOLE 12480 0 0 ALPHABET INC CAP STK 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