$290 Million is the total value of Elwood & Goetz Wealth Advisory Group, LLC's 53 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,080,000 | +3.3% | 7,629 | 0.0% | 0.37% | -5.1% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $624,000 | -2.2% | 6,059 | 0.0% | 0.22% | -10.4% | |
| HD | HOME DEPOT INC | $553,000 | +3.0% | 1,685 | 0.0% | 0.19% | -5.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $549,000 | -1.8% | 2,013 | 0.0% | 0.19% | -10.0% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $453,000 | -2.4% | 11,573 | 0.0% | 0.16% | -10.3% | |
| TSLA | TESLA INC | $402,000 | +14.2% | 518 | 0.0% | 0.14% | +5.3% | |
| NEE | NEXTERA ENERGY INC | $360,000 | +7.1% | 4,580 | 0.0% | 0.12% | -1.6% | |
| T | AT&T INC | $298,000 | -6.0% | 11,031 | 0.0% | 0.10% | -13.4% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $298,000 | -3.9% | 4,896 | 0.0% | 0.10% | -12.0% | |
| VPU | VANGUARD WORLD FDSutilities etf | $266,000 | +0.4% | 1,910 | 0.0% | 0.09% | -8.0% | |
| VZ | VERIZON COMMUNICATIONS INC | $230,000 | -3.8% | 4,265 | 0.0% | 0.08% | -12.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-18
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.