Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of Sept. 30, 2021

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 53 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 12.6 $37M 723k 50.49
Ishares Tr Core Us Aggbd Et (AGG) 11.4 $33M 288k 114.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 10.5 $31M 579k 52.58
Pimco Etf Tr Active Bd Etf (BOND) 8.3 $24M 219k 110.55
Ishares Tr Core S&p Scp Etf (IJR) 8.1 $23M 215k 109.19
Vanguard World Fds Inf Tech Etf (VGT) 7.2 $21M 52k 401.29
Vanguard World Fds Consum Stp Etf (VDC) 7.1 $21M 115k 179.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.7 $20M 254k 76.66
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $13M 59k 222.06
Wisdomtree Tr Em Ex St-owned (XSOE) 3.3 $9.5M 255k 37.32
Vanguard World Fds Consum Dis Etf (VCR) 3.2 $9.3M 30k 309.98
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $7.4M 72k 101.78
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.5 $7.2M 113k 63.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $4.2M 11k 394.43
Wisdomtree Tr Intl Smcap Div (DLS) 1.3 $3.8M 51k 74.24
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.6M 11k 236.78
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.3M 10k 218.64
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $2.0M 37k 55.13
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.7M 20k 87.49
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $1.5M 19k 78.36
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.4M 36k 38.69
Apple (AAPL) 0.4 $1.1M 7.6k 141.57
Ishares Tr Core S&p500 Etf (IVV) 0.3 $913k 2.1k 430.86
Microsoft Corporation (MSFT) 0.3 $806k 2.9k 281.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $752k 2.9k 263.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $676k 6.5k 103.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $664k 1.5k 429.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $652k 21k 30.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $638k 6.4k 100.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $624k 6.1k 102.99
Vanguard Index Fds Growth Etf (VUG) 0.2 $576k 2.0k 290.03
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $564k 13k 43.61
Home Depot (HD) 0.2 $553k 1.7k 328.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $549k 2.0k 272.73
Ishares Msci Gbl Etf New (PICK) 0.2 $480k 12k 40.79
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $453k 12k 39.14
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $428k 5.5k 77.16
Tesla Motors (TSLA) 0.1 $402k 518.00 776.06
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $366k 5.3k 68.80
Nextera Energy (NEE) 0.1 $360k 4.6k 78.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $334k 6.7k 50.05
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $328k 12k 26.61
3M Company (MMM) 0.1 $319k 1.8k 175.27
Ishares Tr Esg Aware Msci (ESML) 0.1 $314k 8.1k 38.99
At&t (T) 0.1 $298k 11k 27.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $298k 4.9k 60.87
Coca-Cola Company (KO) 0.1 $272k 5.2k 52.45
Vanguard World Fds Utilities Etf (VPU) 0.1 $266k 1.9k 139.27
Abbott Laboratories (ABT) 0.1 $258k 2.2k 118.19
Global Payments (GPN) 0.1 $247k 1.6k 157.53
Verizon Communications (VZ) 0.1 $230k 4.3k 53.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $226k 2.6k 85.38
Southern Company (SO) 0.1 $205k 3.3k 62.06