EG

Elwood & Goetz Wealth Advisory Group, LLC

13F
Elwood & Goetz Wealth Advisory Group, LLC
Last update 2025-04-23 98 Stocks (6 new)
Value $409.00 Mil Turnover 4 %
Countries:
Top Holdings: VOO(16.50%)VEA(15.63%)DFAR(11.70%)VGT(7.16%)SCHM(6.94%)
Summary Stock Picks Current Portfolio
Elwood & Goetz Wealth Advisory... Top Holdings of 2025-03-31 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
131,439
67,547.8
-0.38%
16.500
-0.07%
0.010
+16.76%
+7.46%
616,819.8
 
VEA
Vanguard FTSE Developed Markets ETF
1,258,491
63,969.1
+1.86%
15.630
+0.29%
0.040
+15.17%
+21.17%
151,853.0
 
DFAR
Dimensional US Real Estate ETF
2,014,213
47,877.8
+3.29%
11.700
+0.37%
3.640
+2.81%
+2.36%
1,353.4
 
VGT
Vanguard Information Technology ETF
54,053
29,317.0
-0.16%
7.160
-0.01%
0.030
+31.92%
+8.65%
79,404.6
 
SCHM
Schwab U.S. Mid-Cap ETF
1,083,986
28,400.4
+2.19%
6.940
+0.15%
0.260
+15.53%
+4.29%
11,827.1
 
AVSC
Avantis U.S Small Cap Equity ETF
555,480
26,885.2
-1.51%
6.570
-0.11%
1.860
+19.18%
+0.10%
1,700.0
 
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
568,521
17,550.2
+3.31%
4.290
+0.14%
1.060
+15.76%
+15.04%
1,905.5
 
VTI
Vanguard Total Stock Market ETF
55,012
15,119.5
+2.10%
3.690
+0.08%
0.000
+17.05%
+6.98%
450,247.8
 
NFLT
Virtus Newfleet Multi-Sector Unconstrained Bond ETF
Virtus Newfleet Multi-Sector Unconstrained Bond ETF
539,959
12,186.9
+27.40%
2.980
+0.64%
5.050
+2.85%
+4.53%
270.5
 
SCHF
Schwab International Equity ETF
483,502
9,563.7
+11.83%
2.340
+0.25%
0.020
+14.61%
+20.68%
49,128.7
 

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
NFLT
Virtus Newfleet Multi-Sector Unconstrained Bond ETF
Virtus Newfleet Multi-Sector Unconstrained Bond ETF
2025-03-31
Add
Add
+0.64%
●
22.31 ($22.6) 22.79
$22.83
1.02%
Add 27.4%
539,959
116,119
DFAR
Dimensional US Real Estate ETF
2025-03-31
Add
Add
+0.37%
●
22.35 ($23.59) 24.51
$23.66
0.30%
Add 3.29%
2,014,213
64,199
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.29%
●
47.4 ($50.6) 52.99
$57.22
13.08%
Add 1.86%
1,258,491
22,976
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.28%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Add 89.78%
4,310
2,039
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Add
Add
+0.27%
●
23.16 ($25.49) 27.04
$26.08
2.31%
Add 30.55%
203,395
47,600
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.25%
●
18.36 ($19.62) 20.51
$22.18
13.05%
Add 11.83%
483,502
51,156
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+0.24%
●
58.01 ($61.77) 64.46
$69.49
12.50%
Add 14.53%
123,240
15,633
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.20%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Reduce -23.04%
6,493
-1,944
SCHM
Schwab U.S. Mid-Cap ETF
2025-03-31
Add
Add
+0.15%
●
25.58 ($27.85) 29.24
$28.71
3.09%
Add 2.19%
1,083,986
23,223
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
2025-03-31
Add
Add
+0.14%
●
29.72 ($31.04) 31.94
$34.90
12.44%
Add 3.31%
568,521
18,197

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 2025-03-31

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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