Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of March 31, 2020

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 31 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Malvern Fds strm infproidx (VTIP) 16.1 $22M 443k 48.72
iShares Lehman Aggregate Bond (AGG) 13.6 $18M 158k 115.37
Vanguard Star Fd Intl Stk Idxf (VXUS) 12.6 $17M 403k 41.96
Pimco Total Return Etf totl (BOND) 11.6 $16M 146k 106.17
Vanguard Information Technology ETF (VGT) 9.3 $13M 59k 211.90
iShares S&P SmallCap 600 Index (IJR) 8.4 $11M 201k 56.11
Vanguard Total Stock Market ETF (VTI) 8.2 $11M 85k 128.91
Sch Us Mid-cap Etf etf (SCHM) 5.8 $7.8M 186k 42.16
Vanguard Europe Pacific ETF (VEA) 2.7 $3.6M 107k 33.34
Vanguard REIT ETF (VNQ) 2.3 $3.1M 45k 69.85
WisdomTree Emerging Markets Eq (DEM) 2.1 $2.8M 86k 32.25
WisdomTree Intl. SmallCap Div (DLS) 1.6 $2.2M 45k 48.06
Vanguard Mid-Cap ETF (VO) 1.1 $1.4M 11k 131.68
Schwab International Equity ETF (SCHF) 0.6 $810k 31k 25.85
iShares S&P 500 Index (IVV) 0.3 $457k 1.8k 258.34
Schwab U S Broad Market ETF (SCHB) 0.3 $450k 7.4k 60.41
iShares iBoxx $ High Yid Corp Bond (HYG) 0.3 $445k 5.8k 77.10
Apple (AAPL) 0.3 $418k 1.6k 254.26
Schwab Emerging Markets Equity ETF (SCHE) 0.3 $376k 18k 20.67
Schwab U S Small Cap ETF (SCHA) 0.3 $364k 7.1k 51.46
Spdr S&p 500 Etf (SPY) 0.2 $330k 1.3k 257.41
At&t (T) 0.2 $325k 11k 29.15
Vanguard Growth ETF (VUG) 0.2 $325k 2.1k 156.70
Home Depot (HD) 0.2 $291k 1.6k 187.02
Global Payments (GPN) 0.2 $298k 2.1k 144.31
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $235k 5.7k 40.96
Vanguard Small-Cap ETF (VB) 0.2 $241k 2.1k 115.26
Ishares Msci Global Metals & etp (PICK) 0.2 $241k 13k 19.27
3M Company (MMM) 0.2 $233k 1.7k 136.42
Verizon Communications (VZ) 0.2 $229k 4.3k 53.69
Ishares Tr esg us agr bd (EAGG) 0.1 $203k 3.7k 55.45