Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of June 30, 2021

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 48 positions in its portfolio as reported in the June 2021 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 $38M 327k 115.33
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.5 $33M 645k 51.52
Vanguard World Fds Inf Tech Etf (VGT) 11.3 $30M 75k 398.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 10.4 $28M 529k 52.41
Pimco Etf Tr Active Bd Etf (BOND) 9.2 $24M 220k 110.96
Ishares Tr Core S&p Scp Etf (IJR) 8.5 $23M 199k 112.98
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.9 $18M 235k 78.27
Vanguard Index Fds Total Stk Mkt (VTI) 5.3 $14M 63k 222.82
Wisdomtree Tr Em Ex St-owned (XSOE) 3.6 $9.6M 228k 42.07
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $7.7M 76k 101.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.9 $7.6M 116k 65.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $4.1M 10k 393.53
Wisdomtree Tr Intl Smcap Div (DLS) 1.4 $3.7M 49k 74.68
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $2.7M 11k 237.32
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.4M 11k 225.23
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.8 $2.2M 39k 55.31
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.6M 18k 88.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.4M 36k 39.45
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.2M 15k 79.00
Apple (AAPL) 0.4 $1.0M 7.6k 136.98
Ishares Tr Core S&p500 Etf (IVV) 0.3 $912k 2.1k 430.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $812k 3.0k 268.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $704k 6.8k 104.30
Microsoft Corporation (MSFT) 0.3 $680k 2.5k 271.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $663k 6.4k 104.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $641k 20k 32.87
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $638k 6.1k 105.30
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $602k 13k 45.70
Vanguard Index Fds Growth Etf (VUG) 0.2 $577k 2.0k 286.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $559k 2.0k 277.69
Home Depot (HD) 0.2 $537k 1.7k 318.69
Ishares Msci Gbl Etf New (PICK) 0.2 $535k 12k 45.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $520k 1.2k 427.98
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $464k 12k 40.09
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $352k 13k 26.96
Tesla Motors (TSLA) 0.1 $352k 518.00 679.54
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $339k 3.6k 93.26
3M Company (MMM) 0.1 $339k 1.7k 198.48
Nextera Energy (NEE) 0.1 $336k 4.6k 73.36
Global Payments (GPN) 0.1 $322k 1.7k 187.65
At&t (T) 0.1 $317k 11k 28.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $310k 4.9k 63.32
Coca-Cola Company (KO) 0.1 $284k 5.3k 54.06
Vanguard World Fds Utilities Etf (VPU) 0.1 $265k 1.9k 138.74
Ishares Tr Core Msci Eafe (IEFA) 0.1 $239k 3.2k 74.78
Verizon Communications (VZ) 0.1 $239k 4.3k 56.04
Abbott Laboratories (ABT) 0.1 $236k 2.0k 116.08
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $204k 2.3k 89.51