Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of Dec. 31, 2020

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 49 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 13.5 $30M 251k 118.19
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.5 $28M 582k 47.21
Vanguard World Fds Inf Tech Etf (VGT) 11.3 $25M 70k 353.78
Vanguard Malvern Fds Strm Infproidx (VTIP) 10.7 $23M 458k 51.10
Pimco Etf Tr Active Bd Etf (BOND) 9.0 $20M 175k 113.11
Ishares Tr Core S&p Scp Etf (IJR) 8.6 $19M 204k 91.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.7 $15M 215k 68.18
Vanguard Index Fds Total Stk Mkt (VTI) 6.0 $13M 67k 194.65
Wisdomtree Tr Em Ex St-owned (XSOE) 3.5 $7.6M 191k 39.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.4 $7.3M 122k 60.16
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $5.1M 60k 84.93
Wisdomtree Tr Intl Smcap Div (DLS) 1.6 $3.4M 50k 68.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.8M 8.2k 343.72
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.6M 12k 206.77
Vanguard Index Fds Small Cp Etf (VB) 1.1 $2.3M 12k 194.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.4M 38k 36.00
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $1.2M 14k 87.30
Apple (AAPL) 0.5 $1.0M 7.9k 132.64
Ishares Tr Core S&p500 Etf (IVV) 0.4 $786k 2.1k 375.36
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $666k 12k 56.57
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.3 $639k 16k 41.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $638k 2.8k 229.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $637k 7.0k 91.04
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $624k 20k 30.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $614k 6.9k 89.06
Microsoft Corporation (MSFT) 0.3 $558k 2.5k 222.40
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $551k 6.4k 86.31
Vanguard Index Fds Growth Etf (VUG) 0.2 $510k 2.0k 253.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $469k 1.3k 374.00
Home Depot (HD) 0.2 $430k 1.6k 265.60
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $420k 4.1k 103.45
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $384k 5.3k 73.05
Ishares Msci Gbl Etf New (PICK) 0.2 $384k 10k 36.89
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $381k 12k 32.92
Global Payments (GPN) 0.2 $370k 1.7k 215.37
Tesla Motors (TSLA) 0.2 $366k 518.00 706.56
Nextera Energy (NEE) 0.2 $349k 4.5k 77.21
At&t (T) 0.1 $317k 11k 28.76
Johnson & Johnson (JNJ) 0.1 $303k 1.9k 157.48
The Trade Desk Com Cl A (TTD) 0.1 $300k 375.00 800.00
3M Company (MMM) 0.1 $299k 1.7k 175.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $286k 4.9k 58.41
Verizon Communications (VZ) 0.1 $251k 4.3k 58.85
Vanguard World Fds Utilities Etf (VPU) 0.1 $237k 1.7k 137.15
Lowe's Companies (LOW) 0.1 $225k 1.4k 160.49
Coca-Cola Company (KO) 0.1 $224k 4.1k 54.83
Mastercard Incorporated Cl A (MA) 0.1 $220k 617.00 356.56
Abbott Laboratories (ABT) 0.1 $219k 2.0k 109.50
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $204k 2.0k 102.93