Elwood & Goetz Wealth Advisory Group, LLC
CIK: 0001752758SEC EDGAR →
Portfolio Value
$434K
Holdings
135
As of
Q4 2025
New Positions
135
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,396,767 | $87K | 20.13% |
| 2 | DIMENSIONAL ETF TRUST | 2,375,621 | $54K | 12.55% |
| 3 | AMERICAN CENTY ETF TR | 636,669 | $37K | 8.63% |
| 4 | AMERICAN CENTY ETF TR | 394,017 | $28K | 6.42% |
| 5 | WISDOMTREE TR | 608,214 | $24K | 5.47% |
| 6 | ISHARES TR | 439,815 | $22K | 5.13% |
| 7 | VANGUARD INDEX FDS | 52,568 | $18K | 4.07% |
| 8 | ETFIS SER TR I | 657,995 | $15K | 3.50% |
| 9 | SCHWAB STRATEGIC TR | 451,785 | $11K | 2.51% |
| 10 | SCHWAB STRATEGIC TR | 346,673 | $10K | 2.40% |
Quarterly Changes
New Positions (135)
$87K · 1.4M shares
$54K · 2.4M shares
$37K · 637K shares
$28K · 394K shares
$24K · 608K shares
$22K · 440K shares
$18K · 53K shares
$15K · 658K shares
$11K · 452K shares
$10K · 347K shares
$10K · 134K shares
$8K · 27K shares
$7K · 252K shares
$7K · 59K shares
$6K · 21K shares
$5K · 60K shares
$5K · 60K shares
$5K · 57K shares
$4K · 9K shares
$3K · 17K shares
$3K · 12K shares
$3K · 60K shares
$2K · 13K shares
$2K · 10K shares
$2K · 28K shares
$2K · 6K shares
$2K · 6K shares
$2K · 11K shares
$2K · 46K shares
$1K · 4K shares
$1K · 4K shares
$1K · 14K shares
$1K · 16K shares
$1K · 49K shares
$1K · 24K shares
$1K · 2K shares
$893 · 3K shares
$886 · 2K shares
$874 · 2K shares
$872 · 17K shares
$839 · 8K shares
$803 · 6K shares
$762 · 2K shares
$746 · 2K shares
$723 · 29K shares
$697 · 3K shares
$649 · 3K shares
$636 · 1K shares
$635 · 19K shares
$597 · 1K shares
$585 · 8K shares
$585 · 10K shares
$583 · 4K shares
$576 · 4K shares
$526 · 2K shares
$518 · 1K shares
$505 · 766 shares
$500 · 2K shares
$490 · 7K shares
$489 · 11K shares
$484 · 3K shares
$482 · 1K shares
$471 · 23K shares
$469 · 437 shares
$445 · 5K shares
$425 · 5K shares
$422 · 11K shares
$408 · 13K shares
$408 · 2K shares
$407 · 6K shares
$401 · 1K shares
$400 · 9K shares
$388 · 4K shares
$378 · 3K shares
$376 · 2K shares
$369 · 345 shares
$367 · 6K shares
$365 · 3K shares
$363 · 2K shares
$363 · 10K shares
$358 · 464 shares
$351 · 4K shares
$348 · 3K shares
$344 · 392 shares
$342 · 605 shares
$341 · 729 shares
$339 · 595 shares
$339 · 3K shares
$339 · 1K shares
$336 · 7K shares
$330 · 632 shares
$325 · 1K shares
$322 · 2K shares
$309 · 2K shares
$309 · 918 shares
$303 · 1K shares
$302 · 1K shares
$301 · 2K shares
$298 · 1K shares
$297 · 2K shares
$297 · 4K shares
$291 · 6K shares
$288 · 2K shares
$286 · 7K shares
$279 · 6K shares
$278 · 3K shares
$273 · 2K shares
$273 · 2K shares
$266 · 4K shares
$265 · 2K shares
$262 · 4K shares
$250 · 713 shares
$247 · 816 shares
$237 · 980 shares
$236 · 1K shares
$235 · 6K shares
$231 · 9K shares
$225 · 3K shares
$221 · 577 shares
$220 · 1K shares
$219 · 336 shares
$218 · 8K shares
$217 · 5K shares
$217 · 941 shares
$216 · 4K shares
$214 · 1K shares
$214 · 200 shares
$208 · 1K shares
$201 · 896 shares
$85 · 136K shares
$39 · 52K shares
$3 · 5K shares
$3 · 5K shares
$2 · 6K shares
$1 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $392K | 90.5% |
| Technology | 13 | $17K | 3.8% |
| Consumer Cyclical | 5 | $6K | 1.3% |
| Communication Services | 4 | $5K | 1.1% |
| Industrials | 12 | $4K | 1.0% |
| Healthcare | 7 | $3K | 0.7% |
| Utilities | 4 | $2K | 0.5% |
| Consumer Defensive | 6 | $2K | 0.5% |
| Unknown | 5 | $2K | 0.4% |
| Energy | 1 | $348 | 0.1% |
| Basic Materials | 1 | $336 | 0.1% |