Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of Dec. 31, 2021

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 56 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.0 $38M 752k 51.06
Ishares Tr Core Us Aggbd Et (AGG) 10.8 $35M 304k 114.08
Vanguard Malvern Fds Strm Infproidx (VTIP) 10.0 $32M 623k 51.40
Pimco Etf Tr Active Bd Etf (BOND) 8.3 $27M 244k 109.41
Ishares Tr Core S&p Scp Etf (IJR) 8.0 $26M 226k 114.51
Vanguard World Fds Inf Tech Etf (VGT) 7.6 $24M 53k 458.17
Vanguard World Fds Consum Stp Etf (VDC) 7.3 $24M 118k 199.88
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.7 $21M 266k 80.43
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $14M 59k 241.45
Vanguard World Fds Consum Dis Etf (VCR) 3.3 $11M 31k 340.67
Wisdomtree Tr Em Ex St-owned (XSOE) 3.3 $11M 284k 36.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.0 $9.7M 152k 63.57
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $8.6M 74k 116.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $5.1M 12k 436.57
Wisdomtree Tr Intl Smcap Div (DLS) 1.2 $3.9M 53k 73.64
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.8M 11k 254.73
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.8 $2.7M 49k 55.21
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.4M 11k 226.04
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.9M 22k 87.02
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $1.5M 19k 79.47
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.4M 35k 38.88
Apple (AAPL) 0.4 $1.4M 7.6k 177.61
Microsoft Corporation (MSFT) 0.3 $1.0M 3.1k 336.33
Ishares Tr Core S&p500 Etf (IVV) 0.3 $966k 2.0k 477.27
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.3 $940k 15k 64.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $885k 10k 84.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $878k 3.1k 283.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $808k 27k 29.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $733k 1.5k 474.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $732k 6.5k 112.98
Home Depot (HD) 0.2 $720k 1.7k 414.99
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $676k 6.1k 110.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $649k 6.3k 102.38
Vanguard Index Fds Growth Etf (VUG) 0.2 $626k 2.0k 321.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $602k 2.0k 299.06
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $562k 13k 43.29
Tesla Motors (TSLA) 0.2 $532k 503.00 1057.65
Ishares Msci Gbl Etf New (PICK) 0.2 $515k 12k 42.65
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $507k 6.6k 77.18
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $487k 12k 42.08
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $452k 6.3k 71.35
Nextera Energy (NEE) 0.1 $428k 4.6k 93.45
Ishares Tr Esg Aware Msci (ESML) 0.1 $327k 8.1k 40.34
Coca-Cola Company (KO) 0.1 $325k 5.5k 59.24
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $321k 11k 28.93
3M Company (MMM) 0.1 $303k 1.7k 177.40
Abbott Laboratories (ABT) 0.1 $303k 2.2k 140.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $300k 4.9k 61.27
Vanguard World Fds Utilities Etf (VPU) 0.1 $299k 1.9k 156.54
At&t (T) 0.1 $295k 12k 24.63
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $281k 4.5k 62.04
Select Sector Spdr Tr Technology (XLK) 0.1 $268k 1.5k 173.80
Southern Company (SO) 0.1 $241k 3.5k 68.70
Verizon Communications (VZ) 0.1 $235k 4.5k 52.05
Lauder Estee Cos Cl A (EL) 0.1 $222k 600.00 370.00
Hexo Corp Com New 0.0 $9.0k 13k 0.70