Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of June 30, 2019

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 29 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds strm infproidx (VTIP) 15.0 $18M 354k 49.32
Vanguard Star Fd Intl Stk Idxf (VXUS) 13.8 $16M 305k 52.75
Pimco Total Return Etf totl (BOND) 12.2 $14M 133k 107.48
iShares Lehman Aggregate Bond (AGG) 12.2 $14M 128k 111.35
iShares S&P SmallCap 600 Index (IJR) 9.9 $12M 147k 78.28
Vanguard Total Stock Market ETF (VTI) 9.5 $11M 74k 150.08
Sch Us Mid-cap Etf etf (SCHM) 7.1 $8.3M 145k 57.09
Schwab Strategic Tr us dividend eq (SCHD) 3.1 $3.7M 69k 53.07
WisdomTree Emerging Markets Eq (DEM) 2.8 $3.3M 73k 44.67
Vanguard REIT ETF (VNQ) 2.8 $3.3M 37k 87.39
Schwab International Equity ETF (SCHF) 2.0 $2.3M 72k 32.09
Schwab Strategic Tr cmn (SCHV) 1.5 $1.8M 31k 56.15
WisdomTree Intl. SmallCap Div (DLS) 1.2 $1.4M 22k 65.03
Vanguard Mid-Cap ETF (VO) 1.1 $1.3M 8.0k 167.19
Schwab U S Broad Market ETF (SCHB) 0.8 $955k 14k 70.52
Schwab Emerging Markets Equity ETF (SCHE) 0.6 $751k 29k 26.24
Vanguard Europe Pacific ETF (VEA) 0.6 $716k 17k 41.71
Schwab U S Small Cap ETF (SCHA) 0.5 $555k 7.8k 71.42
iShares S&P 500 Index (IVV) 0.4 $489k 1.7k 294.76
At&t (T) 0.3 $374k 11k 33.55
Total System Services 0.3 $352k 2.7k 128.19
Vanguard Growth ETF (VUG) 0.3 $341k 2.1k 163.24
iShares MSCI EAFE Index Fund (EFA) 0.3 $323k 4.9k 65.72
Schwab Strategic Tr us reit etf (SCHH) 0.3 $324k 7.3k 44.48
Apple (AAPL) 0.3 $313k 1.6k 198.23
Exxon Mobil Corporation (XOM) 0.3 $308k 4.0k 76.66
Home Depot (HD) 0.2 $292k 1.4k 207.98
3M Company (MMM) 0.2 $296k 1.7k 173.30
Verizon Communications (VZ) 0.2 $244k 4.3k 57.21