Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of March 31, 2021

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 46 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 14.2 $34M 301k 113.83
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.6 $30M 619k 49.11
Vanguard World Fds Inf Tech Etf (VGT) 10.8 $26M 73k 358.49
Vanguard Malvern Fds Strm Infproidx (VTIP) 10.6 $26M 494k 51.54
Pimco Etf Tr Active Bd Etf (BOND) 8.7 $21M 191k 109.46
Ishares Tr Core S&p Scp Etf (IJR) 8.7 $21M 193k 108.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.0 $17M 226k 74.43
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $14M 66k 206.69
Wisdomtree Tr Em Ex St-owned (XSOE) 3.5 $8.5M 208k 40.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $7.4M 119k 62.70
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $6.7M 73k 91.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $3.6M 10k 364.27
Wisdomtree Tr Intl Smcap Div (DLS) 1.5 $3.6M 50k 72.24
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $2.7M 12k 221.36
Vanguard Index Fds Small Cp Etf (VB) 1.0 $2.5M 12k 214.10
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $1.6M 29k 54.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.4M 37k 37.63
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.4M 16k 87.16
Apple (AAPL) 0.4 $1.0M 8.3k 122.14
Ishares Tr Core S&p500 Etf (IVV) 0.3 $829k 2.1k 397.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $803k 3.1k 260.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $687k 9.0k 75.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $666k 6.7k 99.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $657k 6.8k 96.67
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $651k 6.4k 101.97
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $620k 20k 31.80
Microsoft Corporation (MSFT) 0.2 $592k 2.5k 235.95
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $592k 13k 44.33
Vanguard Index Fds Growth Etf (VUG) 0.2 $517k 2.0k 256.83
Home Depot (HD) 0.2 $509k 1.7k 304.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $497k 1.3k 396.65
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $446k 12k 38.54
Ishares Msci Gbl Etf New (PICK) 0.2 $421k 10k 42.16
Global Payments (GPN) 0.1 $346k 1.7k 201.40
Tesla Motors (TSLA) 0.1 $346k 518.00 667.95
Nextera Energy (NEE) 0.1 $342k 4.5k 75.66
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $338k 3.4k 98.28
At&t (T) 0.1 $334k 11k 30.29
3M Company (MMM) 0.1 $329k 1.7k 192.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $297k 4.9k 60.66
Verizon Communications (VZ) 0.1 $248k 4.3k 58.15
Abbott Laboratories (ABT) 0.1 $244k 2.0k 120.02
Vanguard World Fds Utilities Etf (VPU) 0.1 $243k 1.7k 140.62
Mastercard Incorporated Cl A (MA) 0.1 $220k 617.00 356.56
Coca-Cola Company (KO) 0.1 $215k 4.1k 52.63
Southern Company (SO) 0.1 $212k 3.4k 62.21