Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of March 31, 2023

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 64 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.0 $50M 134k 376.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.4 $48M 1.1M 45.17
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 10.2 $43M 452k 94.88
Ishares Tr Core Us Aggbd Et (AGG) 9.5 $40M 399k 99.64
Dimensional Etf Trust Us Real Estate E (DFAR) 7.3 $31M 1.4M 21.49
Vanguard World Fds Inf Tech Etf (VGT) 5.8 $24M 63k 385.47
Vanguard World Fds Consum Stp Etf (VDC) 5.3 $22M 115k 193.52
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.0 $21M 308k 67.85
American Centy Etf Tr Avantis Us Small (AVSC) 4.2 $18M 400k 44.10
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.8 $16M 334k 47.82
Wisdomtree Tr Em Ex St-owned (XSOE) 2.9 $12M 439k 27.84
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $11M 55k 204.10
Spdr Ser Tr Portfolio Short (SPSB) 2.3 $9.6M 323k 29.63
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $6.8M 71k 96.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.3 $5.6M 102k 55.21
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.2 $5.0M 51k 99.23
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $5.0M 24k 210.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.2 $4.9M 65k 74.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $4.5M 131k 34.80
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $3.7M 88k 41.93
Wisdomtree Tr Intl Smcap Div (DLS) 0.8 $3.5M 57k 60.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $2.8M 59k 46.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.6M 31k 83.04
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.4M 32k 75.55
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $2.3M 25k 92.75
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $2.3M 48k 48.06
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.9M 10k 189.56
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.5M 17k 92.81
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.4M 20k 71.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.3M 3.2k 409.44
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.3M 3.2k 411.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.3M 5.1k 250.16
Apple (AAPL) 0.3 $1.3M 7.6k 164.90
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $1.1M 32k 34.13
Microsoft Corporation (MSFT) 0.2 $900k 3.1k 288.32
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $615k 6.0k 102.77
Select Sector Spdr Tr Technology (XLK) 0.1 $612k 4.1k 151.01
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $612k 13k 47.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $591k 1.9k 308.77
Ishares Msci Gbl Etf New (PICK) 0.1 $497k 12k 42.72
Home Depot (HD) 0.1 $471k 1.6k 295.16
Vanguard Index Fds Growth Etf (VUG) 0.1 $467k 1.9k 249.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $452k 18k 24.52
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $400k 16k 25.48
Southern Company (SO) 0.1 $384k 5.5k 69.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $380k 5.1k 73.83
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $358k 9.4k 38.00
Nextera Energy (NEE) 0.1 $348k 4.5k 77.08
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $327k 14k 22.99
Tesla Motors (TSLA) 0.1 $311k 1.5k 207.46
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $305k 3.4k 90.55
Amazon (AMZN) 0.1 $300k 2.9k 103.27
Ishares Tr Msci Eafe Etf (EFA) 0.1 $298k 4.2k 71.52
Coca-Cola Company (KO) 0.1 $295k 4.8k 62.03
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $295k 7.3k 40.41
At&t (T) 0.1 $283k 15k 19.25
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $266k 7.0k 37.86
Ishares Tr Esg Aware Msci (ESML) 0.1 $261k 7.7k 33.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $260k 4.9k 53.47
Exxon Mobil Corporation (XOM) 0.1 $236k 2.2k 109.66
Vanguard World Fds Utilities Etf (VPU) 0.1 $235k 1.6k 147.52
Wal-Mart Stores (WMT) 0.1 $221k 1.5k 147.48
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $207k 3.9k 52.36
Abbott Laboratories (ABT) 0.0 $203k 2.0k 101.26