Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 20 | Q3 2023 | 14.2% |
VANGUARD MALVERN FDS | 20 | Q3 2023 | 16.1% |
VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 12.8% |
ISHARES TR | 20 | Q3 2023 | 10.6% |
SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.4% |
VANGUARD STAR FDS | 20 | Q3 2023 | 13.8% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 10.7% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 2.9% |
WISDOMTREE TR | 20 | Q3 2023 | 2.0% |
VANGUARD INDEX FDS | 20 | Q3 2023 | 1.8% |
View Elwood & Goetz Wealth Advisory Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-28 |
13F-HR | 2022-08-11 |
13F-HR | 2022-04-15 |
13F-HR | 2022-01-14 |
View Elwood & Goetz Wealth Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.