Fund Update: Elwood & Goetz Wealth Advisory Group, LLC Just Disclosed New Holdings

Elwood & Goetz Wealth Advisory Group, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-03 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 719,823 shares of $SCHM (~$1,065,064). This was a increase of ~211.13% from their previous position.
• An increase of 34,852 shares of $SCHB (~$23,475). This was a increase of ~198.94% from their previous position.
• A decrease of 765 shares of $EFA (~$98,207). This was a increase of ~-15.20% from their previous position.
• A decrease of 3,684 shares of $T (~$63,256). This was a increase of ~-13.75% from their previous position.
• An increase of 15,712 shares of $SCHH (~$309,413). This was a increase of ~154.33% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Elwood & Goetz Wealth Advisory Group, LLC for more details.