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CIK: 0001752758
Total reported value
$676.0M
$676.0M
87 檔
30.5%
At the close of Q1 2024, Elwood & Goetz Wealth Advisory Group, LLC disclosed equity holdings valued at approximately $676.0M, spread across 87 reported holdings.
During Q1 2024, Elwood & Goetz Wealth Advisory Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.82% | +1.22% | +0.67% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.79% | +0.40% | +0.87% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-Other | 9.47% | -3.20% | +5.02% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 6.80% | +1.44% | -1.26% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.16% | +0.06% | +2.25% | |
| 6 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 5.87% | +0.22% | +4.42% | |
| 7 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 4.81% | — | -54.97% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.58% | — | -51.43% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.71% | +0.13% | -0.58% | |
| 10 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 3.41% | -2.79% | +7.27% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 3.06% | — | -48.34% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.96% | — | -54.45% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.81% | -0.07% | -3.27% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | -0.01% | +1.32% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.56% | +0.03% | -2.26% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.45% | -0.04% | -0.73% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.12% | +0.08% | -1.97% | |
| 18 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.10% | — | -53.42% | |
| 19 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.92% | -0.08% | -1.14% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | -0.20% | -6.36% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.66% | — | -69.01% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.08% | +3.24% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.58% | +0.02% | -0.98% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.58% | -0.46% | -15.84% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.52% | -0.05% | -3.20% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.52% | +0.14% | -3.14% | |
| 27 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.45% | — | -25.63% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.44% | — | -55.48% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.02% | -5.08% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.38% | — | -64.01% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | -0.03% | +399.59% | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.35% | — | -40.61% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.34% | -0.02% | +5.89% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.02% | -20.15% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.28% | — | +0.14% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.04% | -6.78% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.06% | -0.62% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.20% | -0.03% | +60.78% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.04% | -6.05% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.18% | +0.20% | +0.81% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | — | +0.33% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | -0.02% | -8.35% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | +0.04% | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | -0.01% | — | |
| 45 | IT | Gartner Inc | Stock-Tech | 0.15% | — | — | |
| 46 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.14% | +0.02% | +3.43% | |
| 47 | DFIS | Dimensional International Sm | ETF-Other | 0.13% | — | +2.02% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.13% | -0.05% | -11.48% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.11% | -0.05% | +116.49% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Elwood & Goetz Wealth Advisory Group, LLC reported a total U.S. public equity portfolio value of $676.0M across 87 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, DFAR) accounted for 30.5% of total reported equity market value during Q1 2024.
During Q1 2024, Elwood & Goetz Wealth Advisory Group, LLC's top holdings by market value included VOO (14.8%)、VEA (12.8%)、DFAR (9.5%). The largest single position, VOO, represented 14.8% of total portfolio value.
In Q1 2024, Elwood & Goetz Wealth Advisory Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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