Elwood & Goetz Wealth Advisory Group, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$463K
Holdings
114
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (114 positions)
| Stock | Value |
|---|---|
VEAVANGUARD TAX-MANAGED FDS | $71.2M |
DFARDIMENSIONAL ETF TRUST | $48.6M |
AVSCAMERICAN CENTY ETF TR | $28.9M |
SCHMSCHWAB STRATEGIC TR | $28.8M |
XSOEWISDOMTREE TR | $19.7M |
VTIVANGUARD INDEX FDS | $16.3M |
NFLTETFIS SER TR I | $14.2M |
SCHFSCHWAB STRATEGIC TR | $10.6M |
VXUSVANGUARD STAR FDS | $8.7M |
VOVANGUARD INDEX FDS | $7.9M |
IJRISHARES TR | $6.7M |
SCHASCHWAB STRATEGIC TR | $6.4M |
VNQVANGUARD INDEX FDS | $4.5M |
DLSWISDOMTREE TR | $4.3M |
MSFTMICROSOFT CORP | $3.5M |
AAPLAPPLE INC | $3.4M |
IYWISHARES TR | $3.3M |
HYGISHARES TR | $3.3M |
VBVANGUARD INDEX FDS | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.6M |
SPEMSPDR INDEX SHS FDS | $2.5M |
AVMCAMERICAN CENTY ETF TR | $2.2M |
IJHISHARES TR | $1.8M |
ESGDISHARES TR | $1.8M |
AMZNAMAZON COM INC | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
CLOABLACKROCK ETF TRUST II | $1.3M |
SCHBSCHWAB STRATEGIC TR | $1.2M |
NEENEXTERA ENERGY INC | $1.1M |
HDHOME DEPOT INC | $1.1M |
GOOGALPHABET INC | $989K |
NVDANVIDIA CORPORATION | $975K |
DFISDIMENSIONAL ETF TRUST | $904K |
JPMJPMORGAN CHASE & CO. | $901K |
VUGVANGUARD INDEX FDS | $843K |
IJJISHARES TR | $754K |
DMAXISHARES TR | $688K |
TAT&T INC | $665K |
PICKISHARES INC | $657K |
ITGARTNER INC | $626K |
SCHESCHWAB STRATEGIC TR | $612K |
DFASDIMENSIONAL ETF TRUST | $589K |
LOWLOWES COS INC | $586K |
IWFISHARES TR | $571K |
SOSOUTHERN CO | $553K |
ITOTISHARES TR | $549K |
GOOGLALPHABET INC | $547K |
VVISA INC | $545K |
CATCATERPILLAR INC | $543K |
KOCOCA COLA CO | $541K |
LMTLOCKHEED MARTIN CORP | $521K |
TSLATESLA INC | $520K |
JNJJOHNSON & JOHNSON | $491K |
SCHHSCHWAB STRATEGIC TR | $480K |
AXPAMERICAN EXPRESS CO | $456K |
PGPROCTER AND GAMBLE CO | $441K |
SPYDSPDR SERIES TRUST | $429K |
XOMEXXON MOBIL CORP | $425K |
ESMLISHARES TR | $425K |
WMTWALMART INC | $407K |
IBMINTERNATIONAL BUSINESS MACHS | $407K |
DFACDIMENSIONAL ETF TRUST | $397K |
TMOTHERMO FISHER SCIENTIFIC INC | $395K |
VSGXVANGUARD WORLD FD | $390K |
VGKVANGUARD INTL EQUITY INDEX F | $388K |
ORCLORACLE CORP | $388K |
GEGE AEROSPACE | $378K |
VDCVANGUARD WORLD FD | $371K |
EFAISHARES TR | $369K |
USHYISHARES TR | $368K |
BXBLACKSTONE INC | $352K |
VPUVANGUARD WORLD FD | $350K |
PBWINVESCO EXCHANGE TRADED FD T | $344K |
TXNTEXAS INSTRS INC | $340K |
CHDCHURCH & DWIGHT CO INC | $337K |
ABTABBOTT LABS | $333K |
VTVANGUARD INTL EQUITY INDEX F | $333K |
JEPQJ P MORGAN EXCHANGE TRADED F | $317K |
VOXVANGUARD WORLD FD | $302K |
GQ9SPDR GOLD TR | $293K |
JHMMJOHN HANCOCK EXCHANGE TRADED | $290K |
XVVISHARES TR | $283K |
ARKTARK ETF TR | $278K |
MMM3M CO | $260K |
NSCNORFOLK SOUTHN CORP | $260K |
MCDMCDONALDS CORP | $249K |
HONHONEYWELL INTL INC | $249K |
ESGEISHARES INC | $248K |
VEUVANGUARD INTL EQUITY INDEX F | $243K |
XELXCEL ENERGY INC | $241K |
BACVERIZON COMMUNICATIONS INC | $240K |
DEMWISDOMTREE TR | $237K |
MSIMOTOROLA SOLUTIONS INC | $229K |
IWDISHARES TR | $229K |
CSXCSX CORP | $227K |
UNPUNION PAC CORP | $215K |
VIGVANGUARD SPECIALIZED FUNDS | $209K |
GLWCORNING INC | $207K |
VYMIVANGUARD WHITEHALL FDS | $206K |
FANFIRST TR EXCHANGE-TRADED FD | $202K |
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