Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group as of March 31, 2025

Portfolio Holdings for Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group holds 98 positions in its portfolio as reported in the March 2025 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) 16.5 $68M 131k 513.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.6 $64M 1.3M 50.83
Dimensional Etf Trust Us Real Estate E (DFAR) 11.7 $48M 2.0M 23.77
Vanguard World Inf Tech Etf (VGT) 7.2 $29M 54k 542.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.9 $28M 1.1M 26.20
American Centy Etf Tr Avantis Us Small (AVSC) 6.6 $27M 556k 48.40
Wisdomtree Tr Em Ex St-owned (XSOE) 4.3 $18M 569k 30.87
Vanguard Index Fds Total Stk Mkt (VTI) 3.7 $15M 55k 274.84
Etfis Ser Tr I Virtus Newfleet (NFLT) 3.0 $12M 540k 22.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $9.6M 484k 19.78
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $7.7M 123k 62.10
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $7.3M 28k 258.62
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $6.1M 59k 104.57
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $4.8M 53k 90.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $4.8M 203k 23.43
Wisdomtree Tr Intl Smcap Div (DLS) 0.9 $3.8M 57k 66.00
Apple (AAPL) 0.8 $3.4M 15k 222.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.9M 5.4k 532.58
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.6M 33k 78.89
Microsoft Corporation (MSFT) 0.6 $2.4M 6.5k 375.41
Ishares Tr U.s. Tech Etf (IYW) 0.6 $2.4M 17k 140.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.4M 4.3k 559.37
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.3M 58k 39.37
Vanguard Index Fds Small Cp Etf (VB) 0.5 $2.1M 9.6k 221.75
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.5M 18k 81.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.4M 23k 58.35
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.3 $1.3M 24k 51.78
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.2M 2.1k 561.98
Amazon (AMZN) 0.3 $1.2M 6.1k 190.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.1M 52k 21.53
Home Depot (HD) 0.3 $1.1M 3.0k 366.49
Costco Wholesale Corporation (COST) 0.2 $959k 1.0k 945.78
Alphabet Cap Stk Cl C (GOOG) 0.2 $858k 5.5k 156.23
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $813k 32k 25.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $731k 6.1k 119.73
Select Sector Spdr Tr Technology (XLK) 0.2 $713k 3.5k 206.48
At&t (T) 0.2 $653k 23k 28.28
Gartner (IT) 0.2 $651k 1.6k 419.74
Vanguard Index Fds Growth Etf (VUG) 0.2 $639k 1.7k 370.82
Procter & Gamble Company (PG) 0.2 $622k 3.6k 170.42
Lowe's Companies (LOW) 0.2 $617k 2.6k 233.23
JPMorgan Chase & Co. (JPM) 0.1 $607k 2.5k 245.30
Southern Company (SO) 0.1 $555k 6.0k 91.96
Lockheed Martin Corporation (LMT) 0.1 $552k 1.2k 446.71
Ishares Msci Gbl Etf New (PICK) 0.1 $551k 15k 35.88
Johnson & Johnson (JNJ) 0.1 $548k 3.3k 165.84
Coca-Cola Company (KO) 0.1 $541k 7.6k 71.62
NVIDIA Corporation (NVDA) 0.1 $511k 4.7k 108.38
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $506k 4.1k 122.01
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $506k 24k 21.51
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $506k 8.5k 59.75
Deere & Company (DE) 0.1 $497k 1.1k 469.35
Visa Com Cl A (V) 0.1 $479k 1.4k 350.46
Tesla Motors (TSLA) 0.1 $475k 1.8k 259.16
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $474k 8.0k 58.98
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $470k 17k 27.57
Thermo Fisher Scientific (TMO) 0.1 $454k 912.00 497.60
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $448k 10k 44.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $406k 1.1k 361.09
Church & Dwight (CHD) 0.1 $386k 3.5k 110.09
Spdr Gold Tr Gold Shs (GLD) 0.1 $379k 1.3k 288.14
Vanguard World Consum Stp Etf (VDC) 0.1 $378k 1.7k 218.84
Caterpillar (CAT) 0.1 $375k 1.1k 329.80
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $369k 11k 32.99
International Business Machines (IBM) 0.1 $369k 1.5k 248.66
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $355k 6.9k 51.78
Ishares Tr Msci Eafe Etf (EFA) 0.1 $349k 4.3k 81.73
Abbott Laboratories (ABT) 0.1 $348k 2.6k 132.65
Nextera Energy (NEE) 0.1 $330k 4.7k 70.89
Blackstone Group Inc Com Cl A (BX) 0.1 $330k 2.4k 139.78
Alphabet Cap Stk Cl A (GOOGL) 0.1 $329k 2.1k 154.64
S&p Global (SPGI) 0.1 $311k 612.00 508.10
Texas Instruments Incorporated (TXN) 0.1 $300k 1.7k 179.70
American Express Company (AXP) 0.1 $300k 1.1k 269.05
Regeneron Pharmaceuticals (REGN) 0.1 $299k 471.00 634.23
Ge Aerospace Com New (GE) 0.1 $294k 1.5k 200.15
Intuitive Surgical Com New (ISRG) 0.1 $294k 594.00 495.27
Vanguard World Utilities Etf (VPU) 0.1 $284k 1.7k 170.81
Mastercard Incorporated Cl A (MA) 0.1 $283k 516.00 548.34
McDonald's Corporation (MCD) 0.1 $272k 872.00 312.37
3M Company (MMM) 0.1 $266k 1.8k 146.86
Exxon Mobil Corporation (XOM) 0.1 $257k 2.2k 118.93
Crowdstrike Hldgs Cl A (CRWD) 0.1 $257k 728.00 352.58
Verizon Communications (VZ) 0.1 $256k 5.6k 45.36
Union Pacific Corporation (UNP) 0.1 $248k 1.1k 236.24
Ishares Tr Esg Scrnd S&p500 (XVV) 0.1 $247k 5.8k 42.78
Norfolk Southern (NSC) 0.1 $241k 1.0k 236.85
Motorola Solutions Com New (MSI) 0.1 $236k 539.00 437.81
Honeywell International (HON) 0.1 $227k 1.1k 211.75
Ishares Esg Awr Msci Em (ESGE) 0.1 $225k 6.4k 34.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $223k 1.2k 188.16
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $221k 5.2k 42.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $220k 3.6k 60.66
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $217k 1.9k 115.95
Comcast Corp Cl A (CMCSA) 0.1 $211k 5.7k 36.90
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $207k 4.0k 51.18
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.0 $174k 12k 15.01
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $116k 10k 11.42