HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
127,037 | +843 | $61,066 |
| VOO | 127,037 | +843 | $61,066 |
| VANGUARD TAX MANAGED FDS (VEA) |
1,050,460 | +9,083 | $52,702 |
| VEA | 1,050,460 | +9,083 | $52,702 |
| DIMENSIONAL ETF TRUST (DFAR) |
1,743,312 | +83,384 | $38,998 |
| DFAR | 1,743,312 | +83,384 | $38,998 |
| VANGUARD WORLD FD (VGT) |
53,415 | -681 | $28,008 |
| VGT | 53,415 | -681 | $28,008 |
| SCHWAB STRATEGIC TR |
311,913 | +6,866 | $25,399 |
| SCHM | 311,913 | +6,866 | $25,399 |
| AMERICAN CENTY ETF TR (AVSC) |
461,731 | +19,552 | $24,176 |
| AVSC | 461,731 | +19,552 | $24,176 |
| PIMCO ETF TR (LDUR) |
208,885 | -255,016 | $19,815 |
| LDUR | 208,885 | -255,016 | $19,815 |
| ISHARES TR (AGG) |
192,670 | -203,993 | $18,870 |
| AGG | 192,670 | -203,993 | $18,870 |
| VANGUARD INDEX FDS (VTI) |
58,742 | -345 | $15,267 |
| VTI | 58,742 | -345 | $15,267 |
| WISDOMTREE TR |
476,843 | +32,307 | $14,048 |
| XSOE | 476,843 | +32,307 | $14,048 |
| VANGUARD WORLD FD (VDC) |
61,783 | -57,805 | $12,612 |
| VDC | 61,783 | -57,805 | $12,612 |
| VANGUARD MALVERN FDS (VTIP) |
168,790 | -201,772 | $8,083 |
| VTIP | 168,790 | -201,772 | $8,083 |
| SCHWAB STRATEGIC TR |
190,776 | -6,455 | $7,444 |
| SCHF | 190,776 | -6,455 | $7,444 |
| VANGUARD INDEX FDS (VO) |
27,537 | +358 | $6,880 |
| VO | 27,537 | +358 | $6,880 |
| ISHARES TR (IJR) |
58,019 | -1,343 | $6,412 |
| IJR | 58,019 | -1,343 | $6,412 |
| VANGUARD STAR FDS (VXUS) |
99,028 | -732 | $5,971 |
| VXUS | 99,028 | -732 | $5,971 |
| SCHWAB STRATEGIC TR |
93,393 | -1,881 | $4,599 |
| SCHA | 93,393 | -1,881 | $4,599 |
| PIMCO ETF TR (BOND) |
49,383 | -56,624 | $4,536 |
| BOND | 49,383 | -56,624 | $4,536 |
| WISDOMTREE TR |
58,168 | -669 | $3,793 |
| DLS | 58,168 | -669 | $3,793 |
| VANGUARD INDEX FDS (VNQ) |
43,795 | -2,976 | $3,787 |
| VNQ | 43,795 | -2,976 | $3,787 |
| SPDR SER TR (SPSB) |
91,526 | -203,768 | $2,725 |
| SPSB | 91,526 | -203,768 | $2,725 |
| MICROSOFT CORP |
6,178 | +194 | $2,599 |
| MSFT | 6,178 | +194 | $2,599 |
| VANGUARD INDEX FDS (VB) |
10,427 | -103 | $2,384 |
| VB | 10,427 | -103 | $2,384 |
| ISHARES TR (HYG) |
30,663 | -5,769 | $2,383 |
| HYG | 30,663 | -5,769 | $2,383 |
| SPDR INDEX SHS FDS (SPEM) |
58,873 | -1,949 | $2,131 |
| SPEM | 58,873 | -1,949 | $2,131 |
| ISHARES TR (IYW) |
15,750 | -511 | $2,127 |
| IYW | 15,750 | -511 | $2,127 |
| AMERICAN CENTY ETF TR (AVSF) |
40,320 | -13,898 | $1,866 |
| AVSF | 40,320 | -13,898 | $1,866 |
| ISHARES TR (STIP) |
18,205 | -22,689 | $1,810 |
| STIP | 18,205 | -22,689 | $1,810 |
| APPLE INC |
10,429 | -558 | $1,788 |
| AAPL | 10,429 | -558 | $1,788 |
| SELECT SECTOR SPDR TR (XLP) |
20,269 | -36,054 | $1,548 |
| XLP | 20,269 | -36,054 | $1,548 |
| ISHARES TR (IJH) |
24,165 | +19,328 | $1,468 |
| IJH | 24,165 | +19,328 | $1,468 |
| ISHARES TR (EAGG) |
31,058 | -21,233 | $1,462 |
| EAGG | 31,058 | -21,233 | $1,462 |
| ISHARES TR (ESGD) |
17,574 | +978 | $1,404 |
| ESGD | 17,574 | +978 | $1,404 |
| ISHARES TR (IVV) |
2,493 | -629 | $1,311 |
| IVV | 2,493 | -629 | $1,311 |
| SCHWAB STRATEGIC TR |
19,037 | +27 | $1,162 |
| SCHB | 19,037 | +27 | $1,162 |
| SPDR S&P 500 ETF TR (SPY) |
2,048 | -149 | $1,071 |
| SPY | 2,048 | -149 | $1,071 |
 BERKSHIRE HATHAWAY INC DEL |
$880 | ||
| BRK.B | 2,092 | -13 | $880 |
| LOCKHEED MARTIN CORP |
1,775 | +671 | $807 |
| LMT | 1,775 | +671 | $807 |
| AMAZON COM INC |
4,207 | -271 | $759 |
| AMZN | 4,207 | -271 | $759 |
| SELECT SECTOR SPDR TR (XLK) |
3,465 | +28 | $722 |
| XLK | 3,465 | +28 | $722 |
| ISHARES TR (IJJ) |
6,078 | +20 | $719 |
| IJJ | 6,078 | +20 | $719 |
| HOME DEPOT INC |
1,865 | -170 | $716 |
| HD | 1,865 | -170 | $716 |
| CATERPILLAR INC |
1,916 | UNCH | $702 |
| CAT | 1,916 | UNCH | $702 |
| VANGUARD INDEX FDS (VUG) |
1,827 | UNCH | $629 |
| VUG | 1,827 | UNCH | $629 |
| GARTNER INC |
1,294 | +1,294 | $617 |
| IT | 1,294 | +1,294 | $617 |
| ISHARES INC (PICK) |
13,339 | +442 | $556 |
| PICK | 13,339 | +442 | $556 |
| DIMENSIONAL ETF TRUST (DFIS) |
22,039 | +437 | $552 |
| DFIS | 22,039 | +437 | $552 |
| NEXTERA ENERGY INC |
8,539 | -1,107 | $546 |
| NEE | 8,539 | -1,107 | $546 |
| AT&T INC |
26,791 | +14,416 | $472 |
| T | 26,791 | +14,416 | $472 |
| ISHARES TR (ITOT) |
4,065 | UNCH | $469 |
| ITOT | 4,065 | UNCH | $469 |
See Full List: All Stocks Held By Elwood & Goetz Wealth Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Elwood & Goetz Wealth Advisory Group LLC
|
Size ($ in 1000's)
At 03/31/2024: $412,016 At 12/31/2023: $473,178 Elwood & Goetz Wealth Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elwood & Goetz Wealth Advisory Group LLC 13F filings. Link to 13F filings: SEC filings |
