Elwood & Goetz Wealth Advisory Group, LLC

Q3 2025 13F Holdings

  • Location
    athens, GA
  • Num holdings

    133

  • Value ($000)

    $520,999

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001752758
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$83.25M
16 %

135,950

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$80.12M
15 %

1,337,085

D
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$52.43M
10 %

2,198,522

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$39.85M
8 %

53,376

A
AVSC

AMERICAN CENTY ETF TR

AVANTIS US SMALL
025072323
$33.92M
7 %

592,476

A
AVMC

AMERICAN CENTY ETF TR

AVANTIS US MID C
025072125
$24.04M
5 %

345,444

X
XSOE

WISDOMTREE TR

EM EX ST-OWNED
97717X578
$22.51M
4 %

593,400

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$17.36M
3 %

52,895

N
NFLT

ETFIS SER TR I

VIRTUS NEWFLEET
26923G707
$14.41M
3 %

624,740

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$10.99M
2 %

472,023

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 133