Elwood & Goetz Wealth Advisory Group, LLC Incresed Positions in Q3 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • $493 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
88.8K
+ 7.12%
$56.02 - $60.3 $4.98M - $5.36M
1.34M $80.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.3K
+ 3.27%
$567.77 - $614.76 $2.44M - $2.65M
136K $83.3M
AVSC
American Centy ETF Tr Avantis
31.5K
+ 5.61%
$51.33 - $58.63 $1.62M - $1.85M
592K $33.9M
DFAR
Dimensional ETF Tr Dimensional

ETFs
125K
+ 6.04%
$22.9 - $24.1 $2.87M - $3.02M
2.2M $52.4M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
22.5K
+ 3.94%
$34.31 - $38.09 $773K - $858K
593K $22.5M
AAPL
Apple Inc.

Technology
3.44K
+ 21.04%
$202.38 - $256.87 $696K - $884K
19.8K $5.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.13K
+ 5.67%
$68.24 - $73.73 $486K - $526K
133K $9.75M
NVDA
Nvidia Corp

Technology
4.72K
+ 76.49%
$153.3 - $186.58 $724K - $881K
10.9K $2.03M
MSFT
Microsoft Corp

Technology
1.74K
+ 24.8%
$491.09 - $535.64 $855K - $933K
8.77K $4.54M
IVV
Ishares Core S&P 500 ETF

ETFs
919
+ 20.06%
$620.67 - $670.08 $570K - $616K
5.5K $3.68M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.6K
+ 149.36%
$36.04 - $38.78 $598K - $643K
27.7K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
1.19K
+ 40.43%
$357.4 - $423.42 $425K - $503K
4.13K $1.67M
JPM
Jpmorgan Chase & CO

Financial Services
1.03K
+ 33.04%
$282.78 - $316.06 $291K - $325K
4.14K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
1.73K
+ 25.06%
$211.65 - $238.24 $367K - $413K
8.65K $1.9M
GOOG
Alphabet Inc.

Communication Services
9
+ 0.16%
$175.16 - $255.24 $1.58K - $2.3K
5.59K $1.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
186
+ 4.21%
$617.65 - $666.84 $115K - $124K
4.61K $3.07M
HYG
Ishares Tr

ETFs
3.89K
+ 9.61%
$79.85 - $81.32 $311K - $316K
44.4K $3.6M
WMT
Walmart Inc.

Consumer Defensive
2.78K
+ 66.61%
$94.4 - $104.27 $262K - $290K
6.95K $716K
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.32K
+ 24.16%
$29.65 - $31.77 $217K - $233K
37.6K $1.19M
VB
Vanguard Small Cap ETF

ETFs
198
+ 1.66%
$237.58 - $259.17 $47K - $51.3K
12.1K $3.08M
AXP
American Express CO

Financial Services
653
+ 45.63%
$294.27 - $342.31 $192K - $224K
2.08K $692K
CAT
Caterpillar Inc

Industrials
196
+ 13.99%
$390.92 - $477.15 $76.6K - $93.5K
1.6K $762K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
2.4K
+ 0.39%
$22.68 - $23.2 $54.5K - $55.7K
625K $14.4M
ORCL
Oracle Corp

Technology
320
+ 18.0%
$218.96 - $328.33 $70.1K - $105K
2.1K $590K
IBM
International Business Machines Corp

Technology
738
+ 53.32%
$234.77 - $292.47 $173K - $216K
2.12K $598K
META
Meta Platforms, Inc.

Communication Services
209
+ 57.89%
$695.21 - $791.73 $145K - $165K
570 $418K
V
Visa Inc.

Financial Services
500
+ 32.57%
$332.09 - $358.86 $166K - $179K
2.04K $694K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.46K
+ 24.04%
$20.76 - $21.78 $113K - $119K
28.2K $607K
VNQ
Vanguard Specialized Funds Van

ETFs
71
+ 0.14%
$88.47 - $93.24 $6.28K - $6.62K
50.3K $4.6M
JNJ
Johnson & Johnson

Healthcare
10
+ 0.31%
$155.17 - $185.42 $1.55K - $1.85K
3.23K $598K
NEE
Nextera Energy Inc

Utilities
22
+ 0.14%
$69.77 - $77.54 $1.53K - $1.71K
16.2K $1.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
38
+ 3.9%
$404.94 - $499.99 $15.4K - $19K
1.01K $491K
GE
General Electric CO

Industrials
91
+ 6.19%
$244.75 - $305.63 $22.3K - $27.8K
1.56K $469K
JHMM
John Hancock Multifactor Mid C

ETFs
869
+ 18.31%
$61.22 - $65.26 $53.2K - $56.7K
5.61K $363K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
771
+ 7.62%
$42.43 - $45.05 $32.7K - $34.7K
10.9K $478K
COST
Costco Wholesale Corp

Consumer Defensive
128
+ 11.9%
$915.95 - $994.57 $117K - $127K
1.2K $1.11M
UNP
Union Pacific Corp

Industrials
128
+ 13.66%
$214.91 - $237.16 $27.5K - $30.4K
1.07K $251K
ABT
Abbott Laboratories

Healthcare
266
+ 10.86%
$120.51 - $136.62 $32.1K - $36.3K
2.72K $363K
MCD
Mcdonalds Corp

Consumer Cyclical
59
+ 6.91%
$291.67 - $316.99 $17.2K - $18.7K
913 $277K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4
+ 0.06%
$39.06 - $43.42 $156 - $174
6.34K $275K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
235
+ 2.39%
$37.14 - $37.85 $8.73K - $8.89K
10.1K $380K
TXN
Texas Instruments Inc

Technology
8
+ 0.49%
N/A
1.65K $320K
American Centy ETF Tr
312K
+ 929.73%
N/A
345K $0
PG
Procter & Gamble CO

Consumer Defensive
65
+ 2.35%
$150.47 - $161.22 $9.78K - $10.5K
2.83K $435K
T
At&T Inc.

Communication Services
56
+ 0.24%
$26.94 - $29.62 $1.51K - $1.66K
23.1K $651K
HON
Honeywell International Inc

Industrials
7
+ 0.65%
$207.7 - $240.4 $1.45K - $1.68K
1.08K $226K
IT
Gartner Inc

Technology
88
+ 5.67%
$225.98 - $406.7 $19.9K - $35.8K
1.64K $430K
Activity Summary
Buys All Purchases 71 New Holdings 23 Increased Positions 48 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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