Elmwood Wealth Management, Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
2027 FOURTH STREET, SUITE 203 BERKELEY, CA 94710
As of the latest 13F report, the guru’s equity portfolio contained 118 stocks valued at a total of $200.00Mil. The top holdings were CRBU(7.41%), TFLO(6.15%), and JPST(4.88%).
According to GuruFocus data, these were Elmwood Wealth Management, Inc.’s top five trades of the quarter.
Vanguard Short-Term Inflation-Protected Securities
The guru sold out of their 55,399-share investment in NAS:VTIP. Previously, the stock had a 1.33% weight in the equity portfolio. Shares traded for an average price of $46.63 during the quarter.
On 01/26/2023, Vanguard Short-Term Inflation-Protected Securities traded for a price of $47.12 per share and a market cap of $15.86Bil. The stock has returned -1.46% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Treasury Floating Rate Bond ETF
During the quarter, Elmwood Wealth Management, Inc. bought 37,740 shares of ARCA:TFLO for a total holding of 244,305. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $50.14.
On 01/26/2023, iShares Treasury Floating Rate Bond ETF traded for a price of $50.54 per share and a market cap of $4.42Bil. The stock has returned 2.18% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Goldman Sachs ActiveBeta International Equity ETF
The guru established a new position worth 52,593 shares in ARCA:GSIE, giving the stock a 0.76% weight in the equity portfolio. Shares traded for an average price of $27.48 during the quarter.
On 01/26/2023, Goldman Sachs ActiveBeta International Equity ETF traded for a price of $31.11 per share and a market cap of $3.08Bil. The stock has returned -3.74% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Goldman Sachs ActiveBeta International Equity ETF has a price-earnings ratio of 10.95 and a price-book ratio of 1.53.
iShares Short-Term National Muni Bond ETF
During the quarter, Elmwood Wealth Management, Inc. bought 14,164 shares of ARCA:SUB for a total holding of 37,598. The trade had a 0.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $103.31.
On 01/26/2023, iShares Short-Term National Muni Bond ETF traded for a price of $105.14 per share and a market cap of $11.34Bil. The stock has returned -0.19% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Short-Term Government Bond ETF
During the quarter, Elmwood Wealth Management, Inc. bought 23,581 shares of NAS:VGSH for a total holding of 46,652. The trade had a 0.68% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.57.
On 01/26/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.25 per share and a market cap of $18.87Bil. The stock has returned -2.66% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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