- New Purchases: IJH, IJJ, PBW, VPU,
- Added Positions: AGG, VGT, VEA, VB, SCHM, VNQ, VXUS, IJR, BOND, VO, HYG, SCHF, DEM, SCHE, DLS, AAPL, IVV, PICK, SCHA, SCHB, SPY,
- Reduced Positions: VTIP, VTI, T,
For the details of Elwood & Goetz Wealth Advisory Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/elwood+%26+goetz+wealth+advisory+group%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Elwood & Goetz Wealth Advisory Group, LLC- iShares Core U.S. Aggregate Bond (AGG) - 182,509 shares, 13.19% of the total portfolio. Shares added by 15.52%
- Vanguard Short-Term Inflation-Protected Securities (VTIP) - 406,165 shares, 12.46% of the total portfolio. Shares reduced by 8.29%
- Vanguard Total International Stock (VXUS) - 411,033 shares, 12.36% of the total portfolio. Shares added by 2.10%
- Vanguard Information Tech (VGT) - 67,005 shares, 11.42% of the total portfolio. Shares added by 13.85%
- PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND) - 148,877 shares, 10.16% of the total portfolio. Shares added by 1.97%
Elwood & Goetz Wealth Advisory Group, LLC initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $132.69 and $193.7, with an estimated average price of $165.21. The stock is now traded at around $176.80. The impact to a portfolio due to this purchase was 0.28%. The holding were 2,554 shares as of .
New Purchase: iShares S&P Mid-Cap 400 Value (IJJ)Elwood & Goetz Wealth Advisory Group, LLC initiated holding in iShares S&P Mid-Cap 400 Value. The purchase prices were between $100.64 and $150.33, with an estimated average price of $124.76. The stock is now traded at around $130.87. The impact to a portfolio due to this purchase was 0.26%. The holding were 3,192 shares as of .
New Purchase: Invesco WilderHill Clean Energy (PBW)Elwood & Goetz Wealth Advisory Group, LLC initiated holding in Invesco WilderHill Clean Energy. The purchase prices were between $24.62 and $40.63, with an estimated average price of $33.14. The stock is now traded at around $45.67. The impact to a portfolio due to this purchase was 0.16%. The holding were 6,517 shares as of .
New Purchase: Vanguard Utilities (VPU)Elwood & Goetz Wealth Advisory Group, LLC initiated holding in Vanguard Utilities. The purchase prices were between $113.96 and $138.05, with an estimated average price of $126.6. The stock is now traded at around $126.27. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,699 shares as of .
Added: Vanguard FTSE Developed Markets (VEA)Elwood & Goetz Wealth Advisory Group, LLC added to a holding in Vanguard FTSE Developed Markets by 40.20%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $39.65. The impact to a portfolio due to this purchase was 1.02%. The holding were 149,916 shares as of .
Added: Vanguard Small-Cap (VB)Elwood & Goetz Wealth Advisory Group, LLC added to a holding in Vanguard Small-Cap by 447.01%. The purchase prices were between $106.26 and $156.76, with an estimated average price of $133.91. The stock is now traded at around $145.70. The impact to a portfolio due to this purchase was 0.83%. The holding were 11,438 shares as of .
Added: iShares iBoxx $ High Yield Corporate Bond (HYG)Elwood & Goetz Wealth Advisory Group, LLC added to a holding in iShares iBoxx $ High Yield Corporate Bond by 64.22%. The purchase prices were between $72.62 and $84.2, with an estimated average price of $79.87. The stock is now traded at around $82.49. The impact to a portfolio due to this purchase was 0.18%. The holding were 9,479 shares as of .
Added: Schwab International Equity (SCHF)Elwood & Goetz Wealth Advisory Group, LLC added to a holding in Schwab International Equity by 22.89%. The purchase prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $30.39. The impact to a portfolio due to this purchase was 0.13%. The holding were 38,504 shares as of .
Added: Schwab Emerging Markets Equity (SCHE)Elwood & Goetz Wealth Advisory Group, LLC added to a holding in Schwab Emerging Markets Equity by 33.50%. The purchase prices were between $19.87 and $25.05, with an estimated average price of $22.66. The stock is now traded at around $26.52. The impact to a portfolio due to this purchase was 0.09%. The holding were 24,282 shares as of .
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