Elwood & Goetz Wealth Advisory Group, LLC

Institutional manager (13F) · CIK 1752758

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $554M

#	Issuer	Value	Shares
1	VANGUARD TAX-MANAGED FDS	$90M	1,398,364
2	VANGUARD INDEX FDS	$82M	137,866
3	DIMENSIONAL ETF TRUST	$60M	2,529,398
4	AMERICAN CENTY ETF TR	$43M	684,213
5	VANGUARD WORLD FD	$38M	54,576
6	AMERICAN CENTY ETF TR	$30M	419,573
7	WISDOMTREE TR	$25M	619,075
8	ISHARES TR	$21M	407,444
9	VANGUARD INDEX FDS	$18M	56,861
10	ETFIS SER TR I	$18M	788,741
11	SCHWAB STRATEGIC TR	$13M	510,702
12	SCHWAB STRATEGIC TR	$11M	345,745
13	VANGUARD STAR FDS	$10M	131,927
14	VANGUARD INDEX FDS	$8M	26,547
15	ISHARES TR	$7M	59,942
16	SCHWAB STRATEGIC TR	$7M	243,731
17	APPLE INC	$6M	22,221
18	VANGUARD INDEX FDS	$5M	54,581
19	WISDOMTREE TR	$5M	56,513
20	ISHARES TR	$4M	54,555
21	ISHARES TR	$4M	21,667
22	STATE STR SPDR S&P 500 ETF T	$4M	5,756
23	ISHARES TR	$3M	5,315
24	MICROSOFT CORP	$3M	9,303
25	VANGUARD INDEX FDS	$3M	11,884
26	SPDR INDEX SHS FDS	$3M	59,973
27	BERKSHIRE HATHAWAY INC DEL	$3M	5,692
28	NVIDIA CORPORATION	$2M	13,933
29	AMAZON COM INC	$2M	10,555
30	ISHARES TR	$2M	26,948
31	ALPHABET INC	$2M	6,202
32	ISHARES TR	$2M	45,369
33	SELECT SECTOR SPDR TR	$2M	12,457
34	DIMENSIONAL ETF TRUST	$2M	46,185
35	NEXTERA ENERGY INC	$2M	16,508
36	ALPHABET INC	$2M	5,317
37	ISHARES TR	$1M	14,296
38	HOME DEPOT INC	$1M	4,082
39	JPMORGAN CHASE & CO	$1M	4,411
40	BLACKROCK ETF TRUST II	$1M	24,178
41	COSTCO WHOLESALE CORPORATION	$1M	1,247
42	SCHWAB STRATEGIC TR	$1M	48,683
43	VISA INC	$1M	4,031
44	SCHWAB STRATEGIC TR	$1M	48,420
45	JOHNSON & JOHNSON	$1M	4,198
46	WALMART INC	$990k	7,962
47	CATERPILLAR INC	$966k	1,364
48	ELI LILLY & CO	$861k	936
49	TESLA INC	$856k	2,302
50	VANGUARD INDEX FDS	$810k	1,855

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.