Institutions / Elwood & Goetz Wealth Advisory Group, LLC

Elwood & Goetz Wealth Advisory Group, LLC

CIK 1752758 · Institution · as of Dec 31, 2025

Portfolio value

$568.76M

Positions

135

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 135 →

Company	Class	Value	Shares	% of portfolio
Vanguard Tax-Managed Fds	—	$87.26M	1,396,767	15.3%
Vanguard Index Fds	—	$85.06M	135,626	15.0%
Dimensional ETF Trust	—	$54.40M	2,375,621	9.6%
Vanguard World Fd	—	$39.36M	52,210	6.9%
American Centy ETF Tr	—	$37.40M	636,669	6.6%
American Centy ETF Tr	—	$27.83M	394,017	4.9%
WisdomTree Tr	—	$23.73M	608,214	4.2%
iShares Tr	—	$22.25M	439,815	3.9%
Vanguard Index Fds	—	$17.62M	52,568	3.1%
Etfis Ser Tr I	—	$15.16M	657,995	2.7%
Schwab Strategic Tr	—	$10.86M	451,785	1.9%
Schwab Strategic Tr	—	$10.42M	346,673	1.8%
Vanguard Star Fds	—	$10.14M	134,425	1.8%
Vanguard Index Fds	—	$7.86M	27,067	1.4%
Schwab Strategic Tr	—	$7.17M	251,902	1.3%
iShares Tr	—	$7.13M	59,314	1.3%
Apple Inc.	—	$5.67M	20,849	1.0%
Vanguard Index Fds	—	$5.33M	60,216	0.9%
iShares Tr	—	$4.81M	59,685	0.8%
WisdomTree Tr	—	$4.63M	57,195	0.8%
Microsoft Corp	—	$4.48M	9,266	0.8%
iShares Tr	—	$3.71M	5,423	0.7%
iShares Tr	—	$3.39M	16,967	0.6%
SPDR S&P 500 ETF Tr	—	$3.30M	4,839	0.6%
Vanguard Index Fds	—	$3.12M	12,109	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.