Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of March 31, 2019

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 28 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds strm infproidx (VTIP) 14.4 $16M 323k 48.68
Vanguard Star Fd Intl Stk Idxf (VXUS) 13.5 $15M 283k 51.90
Pimco Total Return Etf totl (BOND) 12.3 $13M 127k 105.54
iShares Lehman Aggregate Bond (AGG) 11.7 $13M 117k 109.07
Vanguard Total Stock Market ETF (VTI) 10.4 $11M 78k 144.71
iShares S&P SmallCap 600 Index (IJR) 9.8 $11M 138k 77.15
Sch Us Mid-cap Etf etf (SCHM) 7.0 $7.6M 138k 55.39
Schwab Strategic Tr us dividend eq (SCHD) 3.5 $3.8M 73k 52.28
WisdomTree Emerging Markets Eq (DEM) 2.8 $3.1M 70k 43.84
Vanguard REIT ETF (VNQ) 2.8 $3.0M 35k 86.90
Schwab International Equity ETF (SCHF) 2.1 $2.3M 73k 31.31
Schwab Strategic Tr cmn (SCHV) 1.6 $1.7M 32k 54.73
WisdomTree Intl. SmallCap Div (DLS) 1.3 $1.4M 21k 65.81
Vanguard Mid-Cap ETF (VO) 1.2 $1.4M 8.5k 160.79
Schwab U S Broad Market ETF (SCHB) 0.8 $834k 12k 68.05
Schwab Emerging Markets Equity ETF (SCHE) 0.7 $782k 30k 26.00
Vanguard Europe Pacific ETF (VEA) 0.5 $527k 13k 40.85
Schwab U S Small Cap ETF (SCHA) 0.5 $526k 7.5k 69.88
iShares S&P 500 Index (IVV) 0.4 $453k 1.6k 284.73
At&t (T) 0.3 $381k 12k 31.35
3M Company (MMM) 0.3 $355k 1.7k 207.85
Exxon Mobil Corporation (XOM) 0.3 $325k 4.0k 80.89
Schwab Strategic Tr us reit etf (SCHH) 0.3 $321k 7.2k 44.37
Total System Services 0.3 $310k 3.3k 94.92
Apple (AAPL) 0.3 $295k 1.6k 190.20
iShares MSCI EAFE Index Fund (EFA) 0.3 $297k 4.6k 64.78
Home Depot (HD) 0.2 $269k 1.4k 191.60
Verizon Communications (VZ) 0.2 $252k 4.3k 59.09