Elwood & Goetz Wealth Advisory Group, LLC
Q1 2025 13F Holdings
- Locationathens, GA
- Num holdings
98
- Value ($000)
$409,328
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001752758
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $67.55M | 17 % | 131,439 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $63.97M | 16 % | 1,258,491 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $47.88M | 12 % | 2,014,213 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $29.32M | 7 % | 54,053 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $28.40M | 7 % | 1,083,986 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $26.89M | 7 % | 555,480 | ||
XSOE WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $17.55M | 4 % | 568,521 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.12M | 4 % | 55,012 | ||
NFLT ETFIS SER TR I | VIRTUS NEWFLEET | 26923G707 | $12.19M | 3 % | 539,959 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $9.56M | 2 % | 483,502 |
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