Elwood & Goetz Wealth Advisory Group

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