EG

Elwood & Goetz Wealth Advisory Group, LLC

13F
Elwood & Goetz Wealth Advisory Group, LLC
Last update 2025-07-18 114 Stocks (19 new)
Value $463.00 Mil Turnover 5 %
Countries:
Top Holdings: VOO(16.16%)VEA(15.38%)DFAR(10.51%)VGT(7.94%)AVSC(6.25%)
Summary Stock Picks Current Portfolio
Elwood & Goetz Wealth Advisory... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
131,647
74,779.6
+0.16%
16.160
+0.03%
0.010
+18.82%
+8.89%
663,622.4
 
VEA
Vanguard FTSE Developed Markets ETF
1,248,261
71,163.4
-0.81%
15.380
-0.13%
0.040
+14.16%
+23.88%
163,588.6
 
DFAR
Dimensional US Real Estate ETF
2,073,367
48,641.2
+2.94%
10.510
+0.30%
3.580
+6.10%
+4.17%
1,396.6
 
VGT
Vanguard Information Technology ETF
55,354
36,715.1
+2.41%
7.940
+0.19%
0.040
+32.19%
+10.45%
85,519.5
 
AVSC
Avantis U.S Small Cap Equity ETF
560,988
28,930.2
+0.99%
6.250
+0.06%
1.780
+20.88%
+1.48%
1,754.8
 
SCHM
Schwab U.S. Mid-Cap ETF
1,026,491
28,793.1
-5.30%
6.220
-0.37%
0.250
+17.37%
+5.77%
12,009.1
 
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
570,881
19,684.0
+0.42%
4.250
+0.02%
1.050
+16.55%
+17.05%
1,938.8
 
VTI
Vanguard Total Stock Market ETF
53,650
16,305.8
-2.48%
3.520
-0.09%
0.000
+18.95%
+8.50%
478,431.4
 
NFLT
Virtus Newfleet Multi-Sector Unconstrained Bond ETF
Virtus Newfleet Multi-Sector Unconstrained Bond ETF
622,339
14,208.0
+15.26%
3.070
+0.41%
5.100
+3.39%
+4.55%
278.4
 
SCHF
Schwab International Equity ETF
480,818
10,626.1
-0.56%
2.300
-0.01%
0.020
+13.75%
+23.46%
50,258.3
 

Elwood & Goetz Wealth Advisory Group, LLC's Historical Top Holdings Breakdowns

Elwood & Goetz Wealth Advisory Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVMC
Avantis U.S. Mid Cap Equity ETF
2025-06-30
New Buy
New Buy
+0.48%
●
54.61 ($62.37) 66.19
$68.46
9.76%
New holding
33,547
33,547
NFLT
Virtus Newfleet Multi-Sector Unconstrained Bond ETF
Virtus Newfleet Multi-Sector Unconstrained Bond ETF
2025-06-30
Add
Add
+0.41%
●
22.03 ($22.47) 22.83
$22.73
1.16%
Add 15.26%
622,339
82,380
SCHM
Schwab U.S. Mid-Cap ETF
2025-06-30
Reduce
Reduce
-0.37%
●
22.92 ($26.38) 28.05
$29.12
10.39%
Reduce -5.3%
1,026,491
-57,495
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.32%
●
498.8 ($573.99) 620.9
$637.33
11.04%
Add 113.67%
4,581
2,437
DFAR
Dimensional US Real Estate ETF
2025-06-30
Add
Add
+0.30%
●
20.99 ($23.23) 23.93
$24.08
3.66%
Add 2.94%
2,073,367
59,154
SCHA
Schwab U.S. Small-Cap ETF
2025-06-30
Add
Add
+0.28%
●
20.42 ($23.64) 25.3
$26.53
12.23%
Add 25.32%
254,900
51,505
VGT
Vanguard Information Technology ETF
2025-06-30
Add
Add
+0.19%
●
470.37 ($581.07) 663.28
$685.19
17.92%
Add 2.41%
55,354
1,301
NEE
NextEra Energy Inc
2025-06-30
Add
Add
+0.17%
●
64.11 ($69.48) 75
$72.82
4.81%
Add 246.38%
16,145
11,484
DMAX
iShares Large Cap Max Buffer Dec ETF
iShares Large Cap Max Buffer Dec ETF
2025-06-30
New Buy
New Buy
+0.15%
●
24.52 ($25.2) 25.8
$26.00
3.16%
New holding
26,699
26,699
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
2025-06-30
Add
Add
+0.13%
●
75.75 ($78.79) 80.65
$80.54
2.22%
Add 22.97%
40,462
7,559

Elwood & Goetz Wealth Advisory Group, LLC Total Holding History ($B)

To

Elwood & Goetz Wealth Advisory Group, LLC's Asset Allocation

To

Elwood & Goetz Wealth Advisory Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Elwood & Goetz Wealth Advisory Group, LLC's Hypothetical Growth since 2025-06-30

Elwood & Goetz Wealth Advisory Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Elwood & Goetz Wealth Advisory Group, LLC's Holdings Heat Map

Size field:

Elwood & Goetz Wealth Advisory Group, LLC's Holdings Bubble Chart

Elwood & Goetz Wealth Advisory Group, LLC News

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