Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of June 30, 2022

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 60 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 10.7 $32M 781k 40.80
Vanguard Malvern Fds Strm Infproidx (VTIP) 10.3 $31M 612k 50.12
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 8.9 $27M 279k 96.02
Ishares Tr Core Us Aggbd Et (AGG) 8.0 $24M 235k 101.68
Ishares Tr Core S&p Scp Etf (IJR) 6.9 $21M 225k 92.41
Vanguard World Fds Consum Stp Etf (VDC) 6.1 $18M 99k 185.34
Vanguard World Fds Inf Tech Etf (VGT) 5.6 $17M 51k 326.55
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.4 $16M 256k 62.73
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $10M 55k 188.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.4 $10M 29k 346.87
Spdr Ser Tr Portfolio Short (SPSB) 3.3 $9.8M 329k 29.73
Wisdomtree Tr Em Ex St-owned (XSOE) 2.9 $8.7M 303k 28.68
Vanguard Index Fds Real Estate Etf (VNQ) 2.7 $8.0M 88k 91.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $6.8M 215k 31.45
Vanguard World Fds Consum Dis Etf (VCR) 2.0 $5.9M 26k 227.46
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.9 $5.7M 79k 72.18
Pimco Etf Tr Active Bd Etf (BOND) 1.8 $5.5M 58k 95.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.8 $5.4M 104k 51.61
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $4.9M 25k 196.97
Wisdomtree Tr Intl Smcap Div (DLS) 1.0 $3.1M 53k 58.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $3.1M 79k 38.99
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $2.6M 35k 73.60
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $2.3M 17k 137.48
Ishares Tr U.s. Tech Etf (IYW) 0.7 $2.1M 27k 79.96
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $1.9M 39k 48.93
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.8M 10k 176.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.5M 42k 34.77
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.3M 20k 62.74
Apple (AAPL) 0.3 $1.0M 7.6k 136.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $983k 4.3k 226.13
Microsoft Corporation (MSFT) 0.3 $797k 3.1k 256.77
Ishares Tr Core S&p500 Etf (IVV) 0.2 $738k 1.9k 379.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $635k 1.7k 377.08
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $576k 6.1k 94.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $563k 13k 44.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $531k 1.9k 273.15
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $479k 13k 37.00
Home Depot (HD) 0.2 $474k 1.7k 273.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $459k 18k 25.40
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $435k 11k 39.92
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $434k 19k 23.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $422k 1.9k 222.93
Ishares Msci Gbl Etf New (PICK) 0.1 $418k 12k 35.61
Nextera Energy (NEE) 0.1 $350k 4.5k 77.43
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $345k 15k 23.10
Tesla Motors (TSLA) 0.1 $339k 503.00 673.96
Select Sector Spdr Tr Technology (XLK) 0.1 $328k 2.6k 127.03
Coca-Cola Company (KO) 0.1 $300k 4.8k 62.93
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $295k 6.4k 45.74
Southern Company (SO) 0.1 $288k 4.0k 71.22
Ishares Tr Esg Aware Msci (ESML) 0.1 $256k 8.1k 31.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $250k 5.0k 49.88
Vanguard World Fds Utilities Etf (VPU) 0.1 $247k 1.6k 152.38
At&t (T) 0.1 $240k 11k 20.99
Ishares Esg Awr Msci Em (ESGE) 0.1 $237k 7.3k 32.25
Exxon Mobil Corporation (XOM) 0.1 $224k 2.6k 85.73
3M Company (MMM) 0.1 $221k 1.7k 129.39
Abbott Laboratories (ABT) 0.1 $217k 2.0k 108.50
Verizon Communications (VZ) 0.1 $216k 4.3k 50.64
Hexo Corp Com New 0.0 $5.0k 22k 0.22