Elwood & Goetz Wealth Advisory Group, LLC holdings history

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113 is the total number of securities Elwood & Goetz Wealth Advisory Group, LLC has owned. The longest Elwood & Goetz Wealth Advisory Group, LLC has owned a single stock is 20 quarters.

Elwood & Goetz Wealth Advisory Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AGG ISHARES TR20207.92%11.26%14.22%Q4 2018Q3 202320
VTIP VANGUARD MALVERN FDS20203.69%10.93%16.10%Q4 2018Q3 202320
VEA VANGUARD TAX-MANAGED I...20200.48%8.10%12.76%Q4 2018Q3 202320
IJR ISHARES TR20201.35%7.45%10.59%Q4 2018Q3 202320
SCHM SCHWAB STRATEGIC TR20204.80%6.27%7.37%Q4 2018Q3 202320
VXUS VANGUARD STAR FDS20201.22%6.09%13.81%Q4 2018Q3 202320
VTI VANGUARD INDEX FDS20202.67%5.97%10.72%Q4 2018Q3 202320
VNQ VANGUARD INDEX FDS20200.52%2.31%2.89%Q4 2018Q3 202320
DLS WISDOMTREE TR20200.77%1.30%2.01%Q4 2018Q3 202320
VO VANGUARD INDEX FDS20200.87%1.19%1.76%Q4 2018Q3 202320
SCHF SCHWAB STRATEGIC TR20200.42%1.19%2.32%Q4 2018Q3 202320
DEM WISDOMTREE TR20200.06%0.99%2.83%Q4 2018Q3 202320
SCHA SCHWAB STRATEGIC TR20200.18%0.54%1.19%Q4 2018Q3 202320
IVV ISHARES TR20200.25%0.38%0.75%Q4 2018Q3 202320
SCHB SCHWAB STRATEGIC TR20200.15%0.37%0.97%Q4 2018Q3 202320
AAPL APPLE INC20200.26%0.36%0.48%Q4 2018Q3 202320
SCHE SCHWAB STRATEGIC TR20200.10%0.33%1.24%Q4 2018Q3 202320
HD HOME DEPOT INC20200.11%0.20%0.29%Q4 2018Q3 202320
T AT&T INC20200.04%0.17%0.37%Q4 2018Q3 202320
BOND PIMCO ETF TR1360.56%7.59%12.76%Q4 2018Q3 202319
VUG VANGUARD INDEX FDS18180.11%0.20%0.29%Q2 2019Q3 202318
HYG ISHARES TR17170.22%0.55%0.86%Q3 2019Q3 202317
MMM 3M CO1510.06%0.17%0.34%Q4 2018Q4 202216
VGT VANGUARD WORLD FDS15155.55%8.12%11.40%Q1 2020Q3 202315
VB VANGUARD INDEX FDS15150.18%0.70%1.05%Q1 2020Q3 202315
EAGG ISHARES TR15150.15%0.61%1.99%Q1 2020Q3 202315
SPY SPDR S&P 500 ETF TR15150.20%0.24%0.32%Q1 2020Q3 202315
PICK ISHARES INC15150.11%0.16%0.20%Q1 2020Q3 202315
VZ VERIZON COMMUNICATIONS...15150.07%0.14%0.25%Q4 2018Q2 202215
VEU VANGUARD INTL EQUITY I...15150.06%0.10%0.18%Q1 2020Q3 202315
IJH ISHARES TR14140.25%0.30%0.38%Q2 2020Q3 202314
IJJ ISHARES TR14140.14%0.21%0.27%Q2 2020Q3 202314
PBW INVESCO EXCHANGE TRADE...1310.07%0.13%0.19%Q4 2019Q2 202314
VPU VANGUARD WORLD FDS14140.05%0.09%0.13%Q2 2020Q3 202314
VOO VANGUARD INDEX FDS13131.21%4.44%12.54%Q3 2020Q3 202313
XSOE WISDOMTREE TR13132.65%3.11%3.60%Q3 2020Q3 202313
KO COCA COLA CO13130.06%0.09%0.12%Q3 2020Q3 202313
ESGD ISHARES TR12120.18%0.41%0.78%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.22%0.28%0.42%Q4 2020Q3 202312
XOM EXXON MOBIL CORP750.05%0.16%0.47%Q4 2018Q3 202312
SPYD SPDR SER TR12120.08%0.14%0.18%Q4 2020Q3 202312
TSLA TESLA INC930.07%0.13%0.17%Q3 2020Q3 202312
NEE NEXTERA ENERGY INC12120.08%0.12%0.16%Q4 2020Q3 202312
ABT ABBOTT LABS740.05%0.08%0.10%Q4 2020Q3 202311
BRKB BERKSHIRE HATHAWAY INC...10100.14%0.18%0.22%Q2 2021Q3 202310
SO SOUTHERN CO910.07%0.09%0.12%Q1 2021Q3 202310
VDC VANGUARD WORLD FDS994.81%6.12%7.34%Q3 2021Q3 20239
XLP SELECT SECTOR SPDR TR990.13%0.98%1.90%Q3 2021Q3 20239
GPN GLOBAL PMTS INC990.08%0.19%0.27%Q3 2019Q3 20219
EFA ISHARES TR540.07%0.18%0.34%Q4 2018Q3 20239
DFAC DIMENSIONAL ETF TRUST630.09%0.12%0.14%Q2 2021Q3 20239
ESML ISHARES TR990.05%0.08%0.11%Q3 2021Q3 20239
XLK SELECT SECTOR SPDR TR880.08%0.13%0.16%Q4 2021Q3 20238
LDUR PIMCO ETF TR778.95%9.84%10.51%Q1 2022Q3 20237
DIMENSIONAL ETF TRUST660.12%3.74%7.50%Q2 2022Q3 20236
VCR VANGUARD WORLD FDS661.98%2.54%3.28%Q3 2021Q4 20226
SPSB SPDR SER TR662.00%2.47%3.27%Q2 2022Q3 20236
IYW ISHARES TR660.36%0.50%0.72%Q2 2022Q3 20236
SPEM SPDR INDEX SHS FDS660.25%0.41%0.56%Q2 2022Q3 20236
BND VANGUARD BD INDEX FDS330.08%0.16%0.30%Q3 2021Q3 20236
SCHD SCHWAB STRATEGIC TR552.81%3.22%3.66%Q4 2018Q4 20195
SCHV SCHWAB STRATEGIC TR551.24%1.50%1.79%Q4 2018Q4 20195
STIP ISHARES TR550.93%1.22%1.55%Q3 2022Q3 20235
SCHH SCHWAB STRATEGIC TR410.07%0.26%0.41%Q4 2018Q3 20235
AMZN AMAZON COM INC550.07%0.09%0.12%Q3 2022Q3 20235
XLY SELECT SECTOR SPDR TR440.61%0.72%0.83%Q1 2022Q4 20224
DIMENSIONAL ETF TRUST440.08%0.10%0.11%Q4 2022Q3 20234
ITOT ISHARES TR440.07%0.09%0.11%Q4 2022Q3 20234
WMT WALMART INC310.05%0.06%0.07%Q1 2022Q2 20234
HEXO HEXO CORP440.00%0.00%0.00%Q4 2021Q3 20224
AMERICAN CENTY ETF TR334.21%4.37%4.54%Q1 2023Q3 20233
SCHZ SCHWAB STRATEGIC TR330.23%0.48%0.66%Q1 2023Q3 20233
TSS TOTAL SYS SVCS INC330.28%0.29%0.30%Q4 2018Q2 20193
ESGE ISHARES INC210.05%0.11%0.20%Q1 2022Q2 20233
MA MASTERCARD INCORPORATED330.09%0.10%0.11%Q3 2020Q1 20213
VSGX VANGUARD WORLD FD210.05%0.07%0.09%Q4 2021Q1 20233
DIMENSIONAL ETF TRUST210.05%0.07%0.08%Q3 2022Q3 20233
KXI ISHARES TR220.28%0.29%0.29%Q4 2021Q1 20222
IEFA ISHARES TR110.09%0.13%0.16%Q2 2021Q3 20222
JNJ JOHNSON & JOHNSON110.05%0.09%0.14%Q4 2020Q3 20232
LOW LOWES COS INC110.08%0.09%0.10%Q4 2020Q3 20232
VWO VANGUARD INTL EQUITY I...110.06%0.09%0.12%Q3 2021Q1 20222
TAN INVESCO EXCH TRADED FD...110.08%0.08%0.09%Q4 2020Q2 20212
LMT LOCKHEED MARTIN CORP220.06%0.08%0.10%Q2 2023Q3 20232
QQQ INVESCO QQQ TR110.05%0.06%0.08%Q1 2022Q2 20232
PG PROCTER AND GAMBLE CO220.05%0.06%0.06%Q2 2023Q3 20232
MCD MCDONALDS CORP220.05%0.06%0.06%Q2 2023Q3 20232
AVSF AMERICAN CENTY ETF TR110.57%0.57%0.57%Q3 2023Q3 20231
XJH ISHARES TR110.16%0.16%0.16%Q1 2022Q1 20221
JPST J P MORGAN EXCHANGE-TR...110.14%0.14%0.14%Q1 2022Q1 20221
TTD THE TRADE DESK INC110.14%0.14%0.14%Q4 2020Q4 20201
CAT CATERPILLAR INC110.12%0.12%0.12%Q3 2023Q3 20231
IYK ISHARES TR110.11%0.11%0.11%Q3 2023Q3 20231
XJR ISHARES TR110.10%0.10%0.10%Q1 2022Q1 20221
FTEC FIDELITY COVINGTON TRUST110.08%0.08%0.08%Q1 2022Q1 20221
MRK MERCK & CO INC110.07%0.07%0.07%Q3 2023Q3 20231
EL LAUDER ESTEE COS INC110.07%0.07%0.07%Q4 2021Q4 20211
XVV ISHARES TR110.07%0.07%0.07%Q4 2022Q4 20221
JPM JPMORGAN CHASE & CO110.07%0.07%0.07%Q3 2023Q3 20231
VIG VANGUARD SPECIALIZED F...110.07%0.07%0.07%Q2 2023Q2 20231
CMCSA COMCAST CORP NEW110.06%0.06%0.06%Q1 2022Q1 20221
LLY ELI LILLY & CO110.06%0.06%0.06%Q3 2023Q3 20231
ACN ACCENTURE PLC IRELAND110.06%0.06%0.06%Q3 2023Q3 20231
INTC INTEL CORP110.05%0.05%0.05%Q3 2023Q3 20231
CSX CSX CORP110.05%0.05%0.05%Q3 2023Q3 20231
GOOGL ALPHABET INC110.05%0.05%0.05%Q3 2023Q3 20231
CGC CANOPY GROWTH CORP110.01%0.01%0.01%Q3 2022Q3 20221
ALTERYX INC110.01%0.01%0.01%Q4 2022Q4 20221
DEXCOM INC110.01%0.01%0.01%Q4 2022Q4 20221
WESTERN DIGITAL CORP.110.01%0.01%0.01%Q4 2022Q4 20221
SHOPIFY INC110.00%0.00%0.00%Q4 2022Q4 20221
BLOCK INC110.00%0.00%0.00%Q4 2022Q4 20221
CHEGG INC110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including ISHARES TR, VANGUARD MALVERN FDS, and VANGUARD TAX-MANAGED INTL FD, are the highest-conviction holdings of Elwood & Goetz Wealth Advisory Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Elwood & Goetz Wealth Advisory Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Elwood & Goetz Wealth Advisory Group, LLC owns currently or has owned in the past.