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CIK: 0001752758
Total reported value
$676.0M
$676.0M
98 檔
35.1%
As reported in its official Q1 2025 Form 13F filing, Elwood & Goetz Wealth Advisory Group, LLC's tracked investment portfolio stood at $676.0M with 98 total positions.
In Q1 2025, Elwood & Goetz Wealth Advisory Group, LLC displayed an active expansion posture, initiating 98 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.50% | +1.22% | -0.38% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.63% | +0.40% | +1.86% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-Other | 11.70% | -3.20% | +3.29% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.16% | +1.44% | -0.16% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.94% | +0.06% | +2.19% | |
| 6 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 6.57% | +0.22% | -1.51% | |
| 7 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 4.29% | -2.79% | +3.31% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.69% | +0.13% | +2.10% | |
| 9 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 2.98% | -0.45% | +27.40% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.34% | -0.07% | +11.83% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.87% | -0.04% | +14.53% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.77% | -0.01% | +1.87% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.49% | +0.03% | +4.65% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.18% | -0.20% | +4.21% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.16% | +0.08% | +30.55% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.92% | -0.08% | +3.36% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.82% | +0.02% | +3.01% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.06% | -0.15% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.63% | -0.46% | +11.25% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.08% | -23.04% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.59% | +0.14% | +22.64% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.04% | +89.78% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | -0.05% | +11.06% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | +0.02% | -0.65% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.36% | -0.02% | -7.21% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | -0.03% | — | |
| 27 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.31% | +0.03% | +8.67% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.02% | -4.58% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.04% | -16.31% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | — | -1.39% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.02% | +3.09% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.04% | -4.25% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.03% | +1.12% | |
| 34 | DFIS | Dimensional International Sm | ETF-Other | 0.20% | — | -8.74% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.18% | — | — | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.17% | +0.20% | +0.03% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.16% | -0.05% | -0.02% | |
| 38 | IT | Gartner Inc | Stock-Tech | 0.16% | — | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | -0.01% | -4.70% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | -0.01% | +14.36% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.15% | -0.02% | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | -32.23% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.14% | -0.02% | -2.91% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | -0.03% | -27.18% | |
| 45 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.13% | +0.02% | +0.69% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | +0.01% | -11.49% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | — | +10.83% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.06% | +57.16% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.12% | — | +1.87% | |
| 50 | SCHH | Schwab US Reit ETF | ETF-Other | 0.12% | -0.02% | -9.18% |
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 98 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, DFAR) accounted for 35.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $67.5M
During Q1 2025, Elwood & Goetz Wealth Advisory Group, LLC's top holdings by market value included VOO (16.5%)、VEA (15.6%)、DFAR (11.7%). The largest single position, VOO, represented 16.5% of total portfolio value.
In Q1 2025, Elwood & Goetz Wealth Advisory Group, LLC made 98 total portfolio adjustments, initiating 98 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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