Elwood & Goetz Wealth Advisory Group as of Dec. 31, 2019
Portfolio Holdings for Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group holds 30 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Malvern Fds strm infproidx (VTIP) | 15.7 | $22M | 442k | 49.28 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 13.7 | $19M | 343k | 55.69 | |
iShares Lehman Aggregate Bond (AGG) | 12.6 | $18M | 156k | 112.37 | |
Pimco Total Return Etf totl (BOND) | 11.9 | $17M | 153k | 107.81 | |
iShares S&P SmallCap 600 Index (IJR) | 10.6 | $15M | 176k | 83.85 | |
Vanguard Total Stock Market ETF (VTI) | 9.2 | $13M | 79k | 163.62 | |
Sch Us Mid-cap Etf etf (SCHM) | 7.4 | $10M | 171k | 60.15 | |
Schwab Strategic Tr us dividend eq (SCHD) | 2.8 | $3.9M | 68k | 57.92 | |
WisdomTree Emerging Markets Eq (DEM) | 2.7 | $3.7M | 82k | 45.77 | |
Vanguard REIT ETF (VNQ) | 2.6 | $3.7M | 40k | 92.79 | |
WisdomTree Intl. SmallCap Div (DLS) | 2.0 | $2.8M | 39k | 71.11 | |
Schwab International Equity ETF (SCHF) | 1.5 | $2.1M | 63k | 33.63 | |
Schwab Strategic Tr cmn (SCHV) | 1.2 | $1.7M | 29k | 60.13 | |
Vanguard Mid-Cap ETF (VO) | 1.0 | $1.4M | 7.7k | 178.14 | |
iShares S&P 500 Index (IVV) | 0.7 | $1.0M | 3.1k | 323.36 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $751k | 17k | 44.05 | |
Schwab U S Broad Market ETF (SCHB) | 0.5 | $690k | 9.0k | 76.88 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.4 | $517k | 19k | 27.39 | |
Apple (AAPL) | 0.3 | $483k | 1.6k | 293.80 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $482k | 6.4k | 75.69 | |
At&t (T) | 0.3 | $436k | 11k | 39.10 | |
Global Payments (GPN) | 0.3 | $377k | 2.1k | 182.39 | |
Vanguard Growth ETF (VUG) | 0.3 | $381k | 2.1k | 182.38 | |
Home Depot (HD) | 0.2 | $340k | 1.6k | 218.51 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $334k | 3.8k | 87.87 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $318k | 4.6k | 69.36 | |
3M Company (MMM) | 0.2 | $301k | 1.7k | 176.23 | |
Exxon Mobil Corporation (XOM) | 0.2 | $280k | 4.0k | 69.69 | |
Verizon Communications (VZ) | 0.2 | $262k | 4.3k | 61.43 | |
Invesco Exchange Traded Fd T wilderhil clan (PBW) | 0.1 | $204k | 6.0k | 34.20 |