Elwood & Goetz Wealth Advisory Group, LLC

Est. AUM

$589.1M

13F long equity, this entity only

Positions

138

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$89.6M	1398364	15.21%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$82.4M	137866	13.98%	SOLE
3	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$59.8M	2529398	10.15%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$42.6M	684213	7.24%	SOLE
5	VANGUARD WORLD FD	INF TECH ETF	$38.1M	54576	6.46%	SOLE
6	AMERICAN CENTY ETF TR	AVANTIS US MID C	$30.3M	419573	5.14%	SOLE
7	WISDOMTREE TR	EM EX ST-OWNED	$24.8M	619075	4.21%	SOLE
8	ISHARES TR	ULTRA SHORT DUR	$20.6M	407444	3.50%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$18.2M	56861	3.10%	SOLE
10	ETFIS SER TR I	VIRTUS NEWFLEET	$17.9M	788741	3.05%	SOLE
11	SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.6M	510702	2.15%	SOLE
12	SCHWAB STRATEGIC TR	US MID-CAP ETF	$10.7M	345745	1.82%	SOLE
13	VANGUARD STAR FDS	VG TL INTL STK F	$10.2M	131927	1.73%	SOLE
14	VANGUARD INDEX FDS	MID CAP ETF	$7.6M	26547	1.29%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$7.5M	59942	1.26%	SOLE
16	SCHWAB STRATEGIC TR	US SML CAP ETF	$7.1M	243731	1.20%	SOLE
17	APPLE INC	COM	$5.6M	22221	0.96%	SOLE
18	VANGUARD INDEX FDS	REAL ESTATE ETF	$4.8M	54581	0.82%	SOLE
19	WISDOMTREE TR	INTL SMCAP DIV	$4.6M	56513	0.78%	SOLE
20	ISHARES TR	IBOXX HI YD ETF	$4.3M	54555	0.74%	SOLE
21	ISHARES TR	U.S. TECH ETF	$3.9M	21667	0.67%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.7M	5756	0.64%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$3.5M	5315	0.59%	SOLE
24	MICROSOFT CORP	COM	$3.4M	9303	0.58%	SOLE
25	VANGUARD INDEX FDS	SMALL CP ETF	$3.1M	11884	0.53%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$2.8M	59973	0.48%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	5692	0.46%	SOLE
28	NVIDIA CORPORATION	COM	$2.4M	13933	0.41%	SOLE
29	AMAZON COM INC	COM	$2.2M	10555	0.37%	SOLE
30	ISHARES TR	CORE S&P MCP ETF	$1.8M	26948	0.31%	SOLE
31	ALPHABET INC	CAP STK CL A	$1.8M	6202	0.30%	SOLE
32	ISHARES TR	BROAD USD HIGH	$1.7M	45369	0.28%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.7M	12457	0.28%	SOLE
34	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.6M	46185	0.26%	SOLE
35	NEXTERA ENERGY INC	COM	$1.5M	16508	0.26%	SOLE
36	ALPHABET INC	CAP STK CL C	$1.5M	5317	0.26%	SOLE
37	ISHARES TR	ESG AW MSCI EAFE	$1.4M	14296	0.23%	SOLE
38	HOME DEPOT INC	COM	$1.3M	4082	0.23%	SOLE
39	JPMORGAN CHASE & CO	COM	$1.3M	4411	0.22%	SOLE
40	BLACKROCK ETF TRUST II	ISHARES AAA CLO	$1.3M	24178	0.21%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1247	0.21%	SOLE
42	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	48683	0.21%	SOLE
43	VISA INC	COM CL A	$1.2M	4031	0.21%	SOLE
44	SCHWAB STRATEGIC TR	US REIT ETF	$1.0M	48420	0.18%	SOLE
45	JOHNSON & JOHNSON	COM	$1.0M	4198	0.17%	SOLE
46	WALMART INC	COM	$990K	7962	0.17%	SOLE
47	CATERPILLAR INC	COM	$966K	1364	0.16%	SOLE
48	ELI LILLY & CO	COM	$861K	936	0.15%	SOLE
49	TESLA INC	COM	$856K	2302	0.15%	SOLE
50	VANGUARD INDEX FDS	GROWTH ETF	$810K	1855	0.14%	SOLE

1–50 of 138

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.