Elwood & Goetz Wealth Advisory Group, LLC
Q3 2026 13F filing
Updated 8 days ago170 disclosed positions worth $725.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $112.9M | 161.1K | 15.57% | Added(+7.7%) |
| 2 | V VANGUARD TAX-MANAGED FDS | $112.9M | 1.60M | 15.56% | Added(+8.0%) |
| 3 | V VANGUARD WORLD FD | $59.9M | 476.9K | 8.26% | Added(+6.7%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $49.9M | 721.7K | 6.88% | Added(+5.0%) |
| 5 | ? N/A DFA INVT DIMENSIONS GROUP IN | $44.6M | 1.84M | 6.14% | — |
| 6 | ? N/A AMERICAN CENTY ETF TR | $36.4M | 477.6K | 5.02% | Added(+8.3%) |
| 7 | E ISHARES TR | $22.9M | 454.6K | 3.16% | Added(+5.0%) |
| 8 | V VANGUARD INDEX FDS | $22.7M | 60.7K | 3.13% | Added(+2.8%) |
| 9 | F EA SERIES TRUST | $21.8M | 311.3K | 3.00% | Added(+11.6%) |
| 10 | ? N/A ETFIS SER TR I | $16.7M | 757.6K | 2.31% | Trimmed(-1.1%) |
| 11 | S SCHWAB STRATEGIC TR | $14.6M | 530.5K | 2.01% | Added(+4.4%) |
| 12 | S SCHWAB STRATEGIC TR | $11.5M | 337.1K | 1.58% | Trimmed(-2.1%) |
| 13 | V VANGUARD STAR FDS | $11.5M | 135.0K | 1.58% | Added(+1.3%) |
| 14 | B WISDOMTREE TR | $8.6M | 184.3K | 1.19% | Trimmed(-5.4%) |
| 15 | S SCHWAB STRATEGIC TR | $8.3M | 253.9K | 1.14% | Added(+6.0%) |
| 16 | V VANGUARD INDEX FDS | $8.2M | 104.6K | 1.13% | Trimmed(-2.3%) |
| 17 | E ISHARES TR | $7.9M | 58.0K | 1.09% | Trimmed(-1.3%) |
| 18 | A APPLE INC | $7.8M | 23.4K | 1.07% | Added(+2.4%) |
| 19 | S STATE STR SPDR S&P 500 ETF T | $7.7M | 10.1K | 1.07% | Added(+64.8%) |
| 20 | E ISHARES TR | $5.8M | 22.1K | 0.81% | Added(+1.1%) |
| 21 | M MICROSOFT CORP | $4.9M | 9.6K | 0.68% | Added(+6.5%) |
| 22 | B WISDOMTREE TR | $4.9M | 56.0K | 0.67% | Trimmed(-1.5%) |
| 23 | E ISHARES TR | $4.4M | 5.7K | 0.60% | Added(+4.3%) |
| 24 | N NVIDIA CORPORATION | $3.9M | 17.0K | 0.53% | Added(+7.3%) |
| 25 | V VANGUARD INDEX FDS | $3.7M | 41.8K | 0.52% | Trimmed(-3.4%) |
| 26 | V VANGUARD INDEX FDS | $3.5M | 12.2K | 0.48% | Trimmed(-0.2%) |
| 27 | S SELECT SECTOR SPDR TR | $3.3M | 16.7K | 0.45% | Trimmed(-1.2%) |
| 28 | S SPDR INDEX SHS FDS | $3.2M | 61.7K | 0.44% | Added(+9.6%) |
| 29 | A AMAZON COM INC | $2.9M | 11.6K | 0.40% | Trimmed(-0.4%) |
| 30 | S SPACE EXPLORATION TECHN CORP | $2.8M | 18.4K | 0.38% | — |
| 31 | B BERKSHIRE HATHAWAY INC DEL | $2.8M | 5.6K | 0.38% | Added(+2.4%) |
| 32 | S SCHWAB STRATEGIC TR | $2.7M | 84.5K | 0.38% | — |
| 33 | G ALPHABET INC | $2.3M | 6.7K | 0.32% | Added(+4.8%) |
| 34 | ? N/A BLACKROCK ETF TRUST II | $2M | 39.1K | 0.28% | Added(+26.2%) |
| 35 | C COSTCO WHOLESALE CORPORATION | $2M | 2.2K | 0.28% | Added(+74.9%) |
| 36 | E ISHARES TR | $2M | 27.6K | 0.27% | Added(+10.6%) |
| 37 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 53.6K | 0.27% | Added(+6.0%) |
| 38 | G ALPHABET INC | $1.9M | 5.6K | 0.26% | Added(+0.5%) |
| 39 | S SPDR INDEX SHS FDS | $1.8M | 32.6K | 0.24% | — |
| 40 | E ISHARES TR | $1.6M | 39.9K | 0.23% | Added(+176.8%) |
| 41 | V VISA INC | $1.6M | 4.5K | 0.22% | Trimmed(-4.4%) |
| 42 | J JPMORGAN CHASE & CO | $1.6M | 4.7K | 0.22% | Added(+4.5%) |
| 43 | S SCHWAB STRATEGIC TR | $1.5M | 51.2K | 0.21% | Added(+5.2%) |
| 44 | E ISHARES TR | $1.5M | 15.7K | 0.20% | — |
| 45 | J JOHNSON & JOHNSON | $1.5M | 5.5K | 0.20% | Added(+13.3%) |
| 46 | E ISHARES TR | $1.4M | 18.3K | 0.19% | Trimmed(-22.8%) |
| 47 | N NEXTERA ENERGY INC | $1.4M | 18.4K | 0.19% | Added(+12.2%) |
| 48 | E ISHARES TR | $1.4M | 13.5K | 0.19% | Trimmed(-3.5%) |
| 49 | H HOME DEPOT INC | $1.2M | 4.3K | 0.17% | Added(+9.6%) |
| 50 | V VANGUARD INDEX FDS | $1.1M | 12.6K | 0.16% | Added(+20.4%) |