Elwood & Goetz Wealth Advisory Group, LLC Incresed Positions in Q2 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • $458 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
1.3K
+ 2.41%
$470.37 - $663.28 $612K - $863K
55.4K $36.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
208
+ 0.16%
$456.74 - $568.03 $95K - $118K
132K $74.8M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.36K
+ 0.42%
$27.26 - $34.48 $64.3K - $81.4K
571K $19.7M
AVSC
American Centy ETF Tr Avantis
5.51K
+ 0.99%
$42.39 - $51.76 $233K - $285K
561K $28.9M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
82.4K
+ 15.26%
$22.03 - $22.83 $1.81M - $1.88M
622K $14.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
51.5K
+ 25.32%
$20.42 - $25.3 $1.05M - $1.3M
255K $6.45M
IVV
Ishares Core S&P 500 ETF

ETFs
2.44K
+ 113.67%
$498.8 - $620.9 $1.22M - $1.51M
4.58K $2.84M
MSFT
Microsoft Corp

Technology
532
+ 8.19%
$354.56 - $497.45 $189K - $265K
7.03K $3.49M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.37K
+ 1.92%
$55.54 - $69.09 $131K - $164K
126K $8.68M
IYW
Ishares Dj Us Tech ETF

ETFs
1.96K
+ 11.33%
$122.57 - $173.27 $240K - $339K
19.2K $3.33M
XLK
Technology Sector Spdr

ETFs
2.44K
+ 70.8%
$179.73 - $253.23 $439K - $619K
5.9K $1.49M
DFAR
Dimensional ETF Tr Dimensional

ETFs
59.2K
+ 2.94%
$20.99 - $23.93 $1.24M - $1.42M
2.07M $48.6M
VB
Vanguard Small Cap ETF

ETFs
2.3K
+ 23.86%
$193.73 - $237.37 $445K - $545K
11.9K $2.82M
HYG
Ishares Tr

ETFs
7.56K
+ 22.97%
$75.75 - $80.65 $573K - $610K
40.5K $3.26M
VO
Vanguard Mid Cap ETF

ETFs
120
+ 0.43%
$228.54 - $279.83 $27.4K - $33.6K
28.2K $7.89M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
499
+ 0.87%
$59.57 - $75.11 $29.7K - $37.5K
57.6K $4.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.45K
+ 4.19%
$90.56 - $109.49 $222K - $268K
61K $6.66M
NVDA
Nvidia Corp

Technology
1.46K
+ 30.88%
$94.31 - $157.99 $137K - $230K
6.18K $975K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.24K
+ 22.35%
$51.16 - $62.02 $268K - $325K
28.7K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
857
+ 14.15%
$167.32 - $223.3 $143K - $191K
6.92K $1.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
110
+ 2.55%
$496.48 - $617.85 $54.6K - $68K
4.42K $2.73M
JPM
Jpmorgan Chase & CO

Financial Services
638
+ 25.8%
$210.28 - $289.91 $134K - $185K
3.11K $901K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.62K
+ 8.95%
$73.02 - $90.22 $119K - $147K
19.8K $1.76M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
733
+ 1.27%
$34.72 - $42.74 $25.4K - $31.3K
58.4K $2.5M
GOOGL
Alphabet Inc.

Communication Services
979
+ 45.98%
$144.7 - $178.6 $142K - $175K
3.11K $547K
VUG
Vanguard Growth ETF

ETFs
200
+ 11.6%
$329.49 - $438.4 $65.9K - $87.7K
1.92K $843K
XOM
Exxon Mobil Corp

Energy
1.78K
+ 82.34%
$99.93 - $119.04 $178K - $212K
3.94K $425K
CAT
Caterpillar Inc

Industrials
263
+ 23.11%
$273.94 - $388.21 $72K - $102K
1.4K $543K
IWF
Ishares Russell 1000 Gr ETF

ETFs
221
+ 19.66%
$320.42 - $424.58 $70.8K - $93.8K
1.35K $567K
AXP
American Express CO

Financial Services
315
+ 28.23%
$231.39 - $318.98 $72.9K - $100K
1.43K $456K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.26K
+ 19.09%
$24.38 - $30.18 $79.4K - $98.3K
20.3K $612K
GOOG
Alphabet Inc.

Communication Services
85
+ 1.55%
$146.58 - $180.01 $12.5K - $15.3K
5.58K $989K
VT
Vanguard Total World Stk Index

ETFs
727
+ 38.94%
$103.16 - $128.52 $75K - $93.4K
2.59K $333K
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 6.11%
$908.13 - $1056.85 $56.3K - $65.5K
1.08K $1.07M
PICK
Ishares Inc Msci Global Select

ETFs
2.13K
+ 13.89%
$30.23 - $38.24 $64.5K - $81.6K
17.5K $657K
DFAS
Dimensional ETF Tr U S Small C

ETFs
797
+ 9.42%
$52.31 - $63.72 $41.7K - $50.8K
9.26K $589K
V
Visa Inc.

Financial Services
169
+ 12.37%
$308.27 - $373.31 $52.1K - $63.1K
1.54K $545K
VPU
Vanguard Utilities ETF

ETFs
319
+ 19.17%
$158.36 - $178.82 $50.5K - $57K
1.98K $350K
MA
Mastercard Inc

Financial Services
89
+ 17.25%
$479.92 - $590.74 $42.7K - $52.6K
605 $339K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
174
+ 3.02%
$37.93 - $47.69 $6.6K - $8.3K
5.95K $283K
AAPL
Apple Inc.

Technology
1.27K
+ 8.38%
$172.42 - $223.89 $218K - $283K
16.4K $3.36M
KO
Coca Cola CO

Consumer Defensive
98
+ 1.3%
$68.37 - $73.9 $6.7K - $7.24K
7.66K $541K
MSI
Motorola Solutions, Inc.

Technology
8
+ 1.48%
$394.72 - $440.39 $3.16K - $3.52K
547 $229K
TMO
Thermo Fisher Scientific Inc.

Healthcare
63
+ 6.91%
$390.26 - $489.06 $24.6K - $30.8K
975 $395K
Activity Summary
Buys All Purchases 64 New Holdings 19 Increased Positions 45 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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