Elwood & Goetz Wealth Advisory Group, LLC
Q2 2025 13F Holdings
- Locationathens, GA
- Num holdings
114
- Value ($000)
$462,683
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $74.78M | 16 % | 131,647 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $71.16M | 15 % | 1,248,261 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $48.64M | 11 % | 2,073,367 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $36.72M | 8 % | 55,354 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $28.93M | 6 % | 560,988 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $28.79M | 6 % | 1,026,491 | ||
XSOE WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $19.68M | 4 % | 570,881 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $16.31M | 4 % | 53,650 | ||
NFLT ETFIS SER TR I | VIRTUS NEWFLEET | 26923G707 | $14.21M | 3 % | 622,339 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $10.63M | 2 % | 480,818 |
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