Elwood & Goetz Wealth Advisory Group, LLC
Q3 2025 13F Holdings
- Locationathens, GA
- Num holdings
133
- Value ($000)
$520,999
- Date Filed10/27/2025
- Form type13F-HR
- CIK0001752758
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $83.25 M | 16 % | 135,950 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $80.12 M | 15 % | 1,337,085 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $52.43 M | 10 % | 2,198,522 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $39.85 M | 8 % | 53,376 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $33.92 M | 7 % | 592,476 | ||
AVMC AMERICAN CENTY ETF TR | AVANTIS US MID C | 025072125 | $24.04 M | 5 % | 345,444 | ||
XSOE WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $22.51 M | 4 % | 593,400 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $17.36 M | 3 % | 52,895 | ||
NFLT ETFIS SER TR I | VIRTUS NEWFLEET | 26923G707 | $14.41 M | 3 % | 624,740 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $10.99 M | 2 % | 472,023 |
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