Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of June 30, 2020

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 35 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 13.2 $22M 183k 118.21
Vanguard Malvern Fds Strm Infproidx (VTIP) 12.4 $20M 406k 50.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 12.3 $20M 411k 49.17
Vanguard World Fds Inf Tech Etf (VGT) 11.4 $19M 67k 278.71
Pimco Etf Tr Active Bd Etf (BOND) 10.1 $17M 149k 111.59
Ishares Tr Core S&p Scp Etf (IJR) 8.6 $14M 206k 68.29
Vanguard Index Fds Total Stk Mkt (VTI) 8.0 $13M 83k 156.52
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.3 $10M 197k 52.62
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 3.5 $5.8M 150k 38.79
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $4.1M 52k 78.53
Wisdomtree Tr Emer Mkt High Fd (DEM) 2.0 $3.3M 90k 36.13
Wisdomtree Tr Intl Smcap Div (DLS) 1.6 $2.6M 47k 55.62
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $2.1M 13k 163.92
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.7M 11k 145.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.1M 39k 29.74
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $774k 9.5k 81.65
Apple (AAPL) 0.4 $636k 1.7k 364.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $591k 24k 24.34
Ishares Tr Core S&p500 Etf (IVV) 0.3 $563k 1.8k 309.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $561k 7.6k 73.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $472k 7.2k 65.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $454k 2.6k 177.76
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $424k 3.2k 132.83
Vanguard Index Fds Growth Etf (VUG) 0.3 $419k 2.1k 202.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $400k 1.3k 308.64
Home Depot (HD) 0.2 $390k 1.6k 250.64
Global Payments (GPN) 0.2 $350k 2.1k 169.49
At&t (T) 0.2 $332k 11k 30.23
Ishares Msci Gbl Etf New (PICK) 0.2 $316k 13k 24.51
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $286k 5.1k 56.48
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $273k 5.7k 47.59
3M Company (MMM) 0.2 $266k 1.7k 155.74
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $265k 6.5k 40.66
Verizon Communications (VZ) 0.1 $235k 4.3k 55.10
Vanguard World Fds Utilities Etf (VPU) 0.1 $210k 1.7k 123.60