Elwood & Goetz Wealth Advisory Group, LLC
Q4 2024 13F Holdings
- Locationathens, GA
- Num holdings
100
- Value ($000)
$409,960
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $71.09M | 17 % | 131,938 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $59.08M | 14 % | 1,235,515 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $45.38M | 11 % | 1,950,014 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $33.66M | 8 % | 54,137 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $30.66M | 8 % | 564,006 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $29.39M | 7 % | 1,060,763 | ||
XSOE WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $16.77M | 4 % | 550,324 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.61M | 4 % | 53,878 | ||
NFLT ETFIS SER TR I | VIRTUS NEWFLEET | 26923G707 | $9.52M | 2 % | 423,840 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $8.00M | 2 % | 432,346 |
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