account_balance
Investment manager · 13F filer · SEC CIK 1752758
Elwood & Goetz Wealth Advisory Group, LLC
Reported value$725Mas of Sep 30, 2026
Positions170 24 new, 2 sold out
Top 10 weight69.0%VOO alone is 16%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
15.6%Added +8%
VEAVanguard Tax-Managed FDS
15.6%Added +8%
VGTVanguard World Fd
8.3%Added +7%
AVSCAmerican Centy ETF Tr
6.9%Added +5%
DFARDfa Invt Dimensions Group In
6.1%Added +3%
AVMCAmerican Centy ETF Tr
5.0%Added +8%
ICSHiShares Tr
3.2%Added +5%
VTIVanguard Index FDS
3.1%Added +3%
FRDMEa Series Trust
3.0%Added +12%
NFLTEtfis Ser Tr I
2.3%
SCHFSchwab Strategic Tr
2.0%
SCHM1.6%
VOOVanguard Index FDS
15.6%Added +8%
VEAVanguard Tax-Managed FDS
15.6%Added +8%
VGTVanguard World Fd
8.3%+7%
AVSCAmerican Centy ETF Tr
6.9%+5%
DFARDfa Invt Dimensions Group In
6.1%+3%
AVMCAmerican Centy ETF Tr
5.0%
ICSH3.2%
VTI3.1%
FRDM3.0%
NFLT
SCHF
SCHM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 15.6% Added +8%
VEA Vanguard Tax-Managed FDS 15.6% Added +8%
VGT Vanguard World Fd 8.3% Added +7%
AVSC American Centy ETF Tr 6.9% Added +5%
DFAR Dfa Invt Dimensions Group In 6.1% Added +3%
AVMC American Centy ETF Tr 5.0% Added +8%
ICSH iShares Tr 3.2% Added +5%
VTI Vanguard Index FDS 3.1% Added +3%
FRDM Ea Series Trust 3.0% Added +12%
NFLT Etfis Ser Tr I 2.3% Held
SCHF Schwab Strategic Tr 2.0% Added +4%
SCHM Schwab Strategic Tr 1.6% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.