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
+19.71%
+7.97%
658,032.1
 
VEA
Vanguard FTSE Developed Markets ETF
1,248,261
71,163.4
-0.81%
15.380
-0.13%
0.040
+12.11%
+21.29%
160,177.0
 
DFAR
Dimensional US Real Estate ETF
2,073,367
48,641.2
+2.94%
10.510
+0.30%
3.580
+5.87%
+4.17%
1,396.6
 
VGT
Vanguard Information Technology ETF
55,354
36,715.1
+2.41%
7.940
+0.19%
0.040
+35.06%
+9.58%
84,845.6
 
AVSC
Avantis U.S Small Cap Equity ETF
560,988
28,930.2
+0.99%
6.250
+0.06%
1.780
+20.12%
-0.11%
1,727.3
 
SCHM
Schwab U.S. Mid-Cap ETF
1,026,491
28,793.1
-5.30%
6.220
-0.37%
0.250
+18.24%
+4.98%
11,918.4
 
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
+16.92%
+15.96%
1,920.8
 
VTI
Vanguard Total Stock Market ETF
53,650
16,305.8
-2.48%
3.520
-0.09%
0.000
+19.96%
+7.60%
474,434.4
 
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
+3.95%
+4.51%
278.3
 
SCHF
Schwab International Equity ETF
480,818
10,626.1
-0.56%
2.300
-0.01%
0.020
+11.57%
+20.74%
49,150.9
 

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
$67.99
9.02%
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
$22.72
1.11%
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
$28.90
9.55%
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
$631.74
10.06%
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
$26.20
10.83%
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
$679.79
16.99%
Add 2.41%
55,354
1,301
NEE
NextEra Energy Inc
2025-06-30
Add
Add
+0.17%
●
64.11 ($69.48) 75
$77.54
11.60%
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
$25.96
3.02%
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
$80.50
2.17%
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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