Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of Sept. 30, 2020

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 40 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 14.2 $26M 223k 118.06
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 11.8 $22M 533k 40.90
Vanguard Malvern Fds Strm Infproidx (VTIP) 11.7 $22M 425k 51.02
Vanguard World Fds Inf Tech Etf (VGT) 11.4 $21M 68k 311.45
Pimco Etf Tr Active Bd Etf (BOND) 9.9 $18M 164k 112.43
Ishares Tr Core S&p Scp Etf (IJR) 8.1 $15M 213k 70.23
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.4 $12M 213k 55.48
Vanguard Index Fds Total Stk Mkt (VTI) 6.4 $12M 69k 170.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.7 $6.9M 133k 52.17
Wisdomtree Tr Em Ex St-owned (XSOE) 3.0 $5.6M 167k 33.67
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $4.5M 57k 78.96
Wisdomtree Tr Intl Smcap Div (DLS) 1.5 $2.8M 47k 59.89
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.3M 13k 176.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.2M 7.3k 307.66
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.9M 12k 153.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.2M 39k 31.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $956k 11k 83.92
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $740k 21k 35.23
Apple (AAPL) 0.4 $715k 6.2k 115.77
Ishares Tr Core S&p500 Etf (IVV) 0.4 $692k 2.1k 336.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $567k 7.1k 79.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $547k 21k 26.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $492k 2.7k 185.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $474k 6.9k 68.31
Vanguard Index Fds Growth Etf (VUG) 0.2 $458k 2.0k 227.52
Home Depot (HD) 0.2 $450k 1.6k 277.95
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $430k 3.2k 134.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $415k 1.2k 334.95
Global Payments (GPN) 0.2 $347k 2.0k 177.58
Ishares Msci Gbl Etf New (PICK) 0.2 $339k 13k 26.80
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $324k 5.7k 56.46
At&t (T) 0.2 $314k 11k 28.49
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $277k 4.6k 60.81
3M Company (MMM) 0.1 $274k 1.7k 160.42
Verizon Communications (VZ) 0.1 $254k 4.3k 59.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $247k 4.9k 50.45
Tesla Motors (TSLA) 0.1 $224k 522.00 429.12
Coca-Cola Company (KO) 0.1 $220k 4.5k 49.38
Vanguard World Fds Utilities Etf (VPU) 0.1 $219k 1.7k 128.90
Mastercard Incorporated Cl A (MA) 0.1 $209k 617.00 338.74