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
+4.11%
+2.31%
608,569.0
 
VEA 		Vanguard FTSE Developed Markets ETF
1,258,491
63,969.1
+1.86%
15.630
+0.29%
0.040
+7.07%
+17.73%
150,926.3
 
DFAR 		Dimensional US Real Estate ETF
2,014,213
47,877.8
+3.29%
11.700
+0.37%
3.640
-1.54%
+1.76%
1,343.8
 
VGT 		Vanguard Information Technology ETF
54,053
29,317.0
-0.16%
7.160
-0.01%
0.030
+9.25%
+1.18%
77,621.5
 
SCHM 		Schwab U.S. Mid-Cap ETF
1,083,986
28,400.4
+2.19%
6.940
+0.15%
0.260
+2.61%
-0.58%
11,430.5
 
AVSC 		Avantis U.S Small Cap Equity ETF
555,480
26,885.2
-1.51%
6.570
-0.11%
1.860
+1.76%
-6.16%
1,544.1
 
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
568,521
17,550.2
+3.31%
4.290
+0.14%
1.060
+7.49%
+10.66%
1,841.7
 
VTI 		Vanguard Total Stock Market ETF
55,012
15,119.5
+2.10%
3.690
+0.08%
0.000
+4.24%
+1.92%
443,767.2
 
NFLT 		Virtus Newfleet Multi-Sector Unconstrained Bond ETF
539,959
12,186.9
+27.40%
2.980
+0.64%
5.050
-0.64%
+0.47%
250.4
 
SCHF 		Schwab International Equity ETF
483,502
9,563.7
+11.83%
2.340
+0.25%
0.020
+7.31%
+18.22%
48,201.5
 

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 ETF2025-03-31Add
+0.64%
●
22.31 ($22.6) 22.79
$22.55
-0.20%
Add 27.4%
539,959
116,119
DFAR 		Dimensional US Real Estate ETF2025-03-31Add
+0.37%
●
22.35 ($23.59) 24.51
$23.68
0.38%
Add 3.29%
2,014,213
64,199
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.29%
●
47.4 ($50.6) 52.99
$56.30
11.26%
Add 1.86%
1,258,491
22,976
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.28%
●
551.42 ($587.78) 612.93
$599.68
2.02%
Add 89.78%
4,310
2,039
SCHA 		Schwab U.S. Small-Cap ETF2025-03-31Add
+0.27%
●
23.16 ($25.49) 27.04
$25.01
-1.88%
Add 30.55%
203,395
47,600
SCHF 		Schwab International Equity ETF2025-03-31Add
+0.25%
●
18.36 ($19.62) 20.51
$21.87
11.47%
Add 11.83%
483,502
51,156
VXUS 		Vanguard Total International Stock2025-03-31Add
+0.24%
●
58.01 ($61.77) 64.46
$68.17
10.36%
Add 14.53%
123,240
15,633
MSFT 		Microsoft Corp2025-03-31Reduce
-0.20%
●
375.39 ($407.71) 447.2
$472.75
15.95%
Reduce -23.04%
6,493
-1,944
SCHM 		Schwab U.S. Mid-Cap ETF2025-03-31Add
+0.15%
●
25.58 ($27.85) 29.24
$27.55
-1.08%
Add 2.19%
1,083,986
23,223
XSOE 		WisdomTree Emerging Markets ex-State-Owned Enterprises Fund2025-03-31Add
+0.14%
●
29.72 ($31.04) 31.94
$33.73
8.67%
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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