Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of Dec. 31, 2018

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds strm infproidx (VTIP) 14.5 $14M 286k 47.92
Pimco Total Return Etf totl (BOND) 12.8 $12M 117k 102.77
Vanguard Star Fd Intl Stk Idxf (VXUS) 12.6 $12M 252k 47.22
iShares Lehman Aggregate Bond (AGG) 11.6 $11M 103k 106.49
Vanguard Total Stock Market ETF (VTI) 10.7 $10M 79k 127.62
iShares S&P SmallCap 600 Index (IJR) 9.1 $8.6M 124k 69.32
Sch Us Mid-cap Etf etf (SCHM) 6.5 $6.1M 127k 47.93
Schwab Strategic Tr us dividend eq (SCHD) 3.7 $3.5M 74k 46.97
Vanguard REIT ETF (VNQ) 2.6 $2.5M 34k 74.57
WisdomTree Emerging Markets Eq (DEM) 2.5 $2.4M 59k 40.15
Schwab International Equity ETF (SCHF) 2.3 $2.2M 77k 28.35
Schwab Strategic Tr cmn (SCHV) 1.8 $1.7M 34k 49.28
Vanguard Mid-Cap ETF (VO) 1.3 $1.2M 8.8k 138.21
WisdomTree Intl. SmallCap Div (DLS) 1.2 $1.2M 20k 60.31
Schwab Emerging Markets Equity ETF (SCHE) 1.2 $1.2M 50k 23.53
Schwab U S Broad Market ETF (SCHB) 1.0 $920k 15k 59.92
Schwab U S Small Cap ETF (SCHA) 0.7 $628k 10k 60.68
Vanguard Europe Pacific ETF (VEA) 0.5 $501k 14k 37.08
Exxon Mobil Corporation (XOM) 0.5 $442k 6.5k 68.22
iShares S&P 500 Index (IVV) 0.4 $419k 1.7k 251.35
Schwab Strategic Tr us reit etf (SCHH) 0.4 $390k 10k 38.53
At&t (T) 0.4 $347k 12k 28.55
3M Company (MMM) 0.3 $325k 1.7k 190.28
iShares MSCI EAFE Index Fund (EFA) 0.3 $319k 5.4k 58.75
Total System Services 0.3 $265k 3.3k 81.14
Home Depot (HD) 0.3 $246k 1.4k 171.55
Apple (AAPL) 0.3 $245k 1.6k 157.96
Verizon Communications (VZ) 0.2 $240k 4.3k 56.15