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Elwood & Goetz Wealth Advisory Group, LLC

Q1 2026 13F Holdings

  • Location
    athens, GA
  • Num holdings

    138

  • Value ($000)

    $589,138

  • Date Filed
    05/01/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$89.61M
15 %

1,398,364

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$82.38M
14 %

137,866

D
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$59.82M
10 %

2,529,398

A
AVSC

AMERICAN CENTY ETF TR

AVANTIS US SMALL
025072323
$42.63M
7 %

684,213

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$38.08M
7 %

54,576

A
AVMC

AMERICAN CENTY ETF TR

AVANTIS US MID C
025072125
$30.31M
5 %

419,573

X
XSOE

WISDOMTREE TR

EM EX ST-OWNED
97717X578
$24.82M
4 %

619,075

I
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$20.62M
4 %

407,444

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$18.24M
3 %

56,861

N
NFLT

ETFIS SER TR I

VIRTUS NEWFLEET
26923G707
$17.94M
3 %

788,741

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