Elwood & Goetz Wealth Advisory Group, LLC Purchases in Q1 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
23K
+ 1.86%
$47.4 - $52.99 $1.09M - $1.22M
1.26M $64M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
116K
+ 27.4%
$22.31 - $22.79 $2.59M - $2.65M
540K $12.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
64.2K
+ 3.29%
$22.35 - $24.52 $1.43M - $1.57M
2.01M $47.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
51.2K
+ 11.83%
$18.36 - $20.51 $939K - $1.05M
484K $9.56M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.6K
+ 14.53%
$58.01 - $64.46 $907K - $1.01M
123K $7.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
+ 89.78%
$551.42 - $612.93 $1.12M - $1.25M
4.31K $2.41M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
18.2K
+ 3.31%
$29.72 - $31.94 $541K - $581K
569K $17.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
47.6K
+ 30.55%
$23.16 - $27.04 $1.1M - $1.29M
203K $4.77M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.12K
New
$360.07 - $417.26 $405K - $469K
1.12K $405K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.86K
New
$51.45 - $58.51 $353K - $401K
6.86K $355K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.75K
+ 11.06%
$37.07 - $40.63 $213K - $234K
57.7K $2.27M
VNQ
Vanguard Specialized Funds Van

ETFs
2.16K
+ 4.21%
$85.55 - $94.34 $185K - $204K
53.4K $4.84M
HYG
Ishares Tr

ETFs
3.33K
+ 11.25%
$78.51 - $80.11 $261K - $266K
32.9K $2.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.18K
New
$182.82 - $196.21 $216K - $232K
1.18K $222K
VT
Vanguard Total World Stk Index

ETFs
1.87K
New
$115.08 - $123.97 $215K - $231K
1.87K $216K
SPMD
Spdr Portfolio

ETFs
4.04K
New
$50.21 - $57.73 $203K - $233K
4.04K $206K
IYW
Ishares Dj Us Tech ETF

ETFs
3.19K
+ 22.64%
$140.44 - $166.79 $448K - $532K
17.3K $2.43M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.17K
+ 36.86%
$55.47 - $61.45 $120K - $133K
8.04K $474K
KO
Coca Cola CO

Consumer Defensive
739
+ 10.83%
$60.81 - $72.32 $44.9K - $53.4K
7.56K $541K
ICLN
Ishares

ETFs
10.1K
New
$10.94 - $11.86 $111K - $120K
10.1K $115K
V
Visa Inc.

Financial Services
209
+ 18.06%
$306.92 - $362.71 $64.1K - $75.8K
1.37K $478K
GLD
Spdr Gold Trust

ETFs
199
+ 17.85%
$243.19 - $288.14 $48.4K - $57.3K
1.31K $378K
NVDA
Nvidia Corp

Technology
1.72K
+ 57.16%
$106.98 - $149.43 $184K - $256K
4.72K $511K
ABT
Abbott Laboratories

Healthcare
400
+ 18.02%
$111.1 - $140.22 $44.4K - $56.1K
2.62K $347K
PG
Procter & Gamble CO

Consumer Defensive
458
+ 14.36%
$158.56 - $176.26 $72.6K - $80.7K
3.65K $621K
DE
Deere & CO

Industrials
25
+ 2.42%
$408.57 - $509.27 $10.2K - $12.7K
1.06K $496K
IBM
International Business Machines Corp

Technology
59
+ 4.14%
$217.4 - $264.74 $12.8K - $15.6K
1.48K $369K
MMM
3 M CO

Industrials
100
+ 5.85%
$129.7 - $155.12 $13K - $15.5K
1.81K $265K
GOOGL
Alphabet Inc.

Communication Services
556
+ 35.35%
$154.33 - $206.19 $85.8K - $115K
2.13K $329K
XOM
Exxon Mobil Corp

Energy
50
+ 2.37%
$105.44 - $118.93 $5.27K - $5.95K
2.16K $257K
UNP
Union Pacific Corp

Industrials
83
+ 8.58%
$225.21 - $254.42 $18.7K - $21.1K
1.05K $248K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 7.37%
$308.86 - $455.36 $15.4K - $22.8K
728 $256K
VEU
Vanguard Ftse All World Ex Us

ETFs
125
+ 3.57%
$56.51 - $62.98 $7.06K - $7.87K
3.63K $219K
PICK
Ishares Inc Msci Global Select

ETFs
105
+ 0.69%
$34.93 - $38.35 $3.67K - $4.03K
15.4K $551K
TMO
Thermo Fisher Scientific Inc.

Healthcare
75
+ 8.96%
$497.6 - $606.74 $37.3K - $45.5K
912 $453K
FAN
First Tr Exchange Traded Fd Ii
265
+ 2.34%
N/A
11.6K $0
Blackrock ETF Trust Ii
1.93K
+ 8.67%
N/A
24.2K $0
ISRG
Intuitive Surgical Inc

Healthcare
14
+ 2.41%
$476.63 - $610.45 $6.67K - $8.55K
594 $294K
ITOT
Ishares Core S&P Total U.S. St

ETFs
76
+ 1.87%
$120.29 - $134.6 $9.14K - $10.2K
4.15K $505K
VO
Vanguard Mid Cap ETF

ETFs
516
+ 1.87%
$251.87 - $277.95 $130K - $143K
28.1K $7.26M
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 3.09%
$347.25 - $424.87 $31.3K - $38.2K
3.01K $1.1M
XLK
Technology Sector Spdr

ETFs
1
+ 0.03%
$206.38 - $242.18 $206 - $242
3.45K $712K
TSLA
Tesla, Inc.

Consumer Cyclical
235
+ 14.71%
$222.15 - $428.22 $52.2K - $101K
1.83K $475K
GOOG
Alphabet Inc.

Communication Services
61
+ 1.12%
$156.06 - $207.71 $9.52K - $12.7K
5.49K $857K
AAPL
Apple Inc.

Technology
441
+ 3.01%
$209.68 - $247.1 $92.5K - $109K
15.1K $3.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.6K
+ 4.65%
$102.49 - $119.96 $266K - $312K
58.5K $6.12M
VTI
Vanguard Total Stock Market Et

ETFs
1.13K
+ 2.1%
$271.18 - $303.12 $308K - $344K
55K $15.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.2K
+ 2.19%
$25.58 - $29.24 $594K - $679K
1.08M $28.4M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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