Elwood & Goetz Wealth Advisory Group, LLC Reduced Holdings in Q1 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-84
- 0.16%
$542.38 - $646.34 $45.6K - $54.3K
54.1K $29.3M
AVSC
American Centy ETF Tr Avantis
-8.53K
- 1.51%
$48.08 - $56.12 $410K - $478K
555K $26.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-499
- 0.38%
$507.05 - $563.67 $253K - $281K
131K $67.5M
MSFT
Microsoft Corp

Technology
-1.94K
- 23.04%
$375.39 - $447.2 $730K - $869K
6.49K $2.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.18K
- 16.31%
$190.26 - $242.06 $225K - $286K
6.06K $1.15M
CAT
Caterpillar Inc

Industrials
-778
- 40.61%
$326.75 - $407.63 $254K - $317K
1.14K $375K
NEE
Nextera Energy Inc

Utilities
-3.94K
- 45.83%
$66.96 - $76.16 $264K - $300K
4.66K $330K
LMT
Lockheed Martin Corp

Industrials
-461
- 27.18%
$423.19 - $506.29 $195K - $233K
1.24K $551K
JPM
Jpmorgan Chase & CO

Financial Services
-1.18K
- 32.23%
$225.19 - $279.95 $265K - $329K
2.47K $606K
VB
Vanguard Small Cap ETF

ETFs
-63
- 0.65%
$217.89 - $252.64 $13.7K - $15.9K
9.62K $2.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-502
- 36.54%
$279.74 - $321.29 $140K - $161K
872 $272K
IVV
Ishares Core S&P 500 ETF

ETFs
-103
- 4.58%
$554.06 - $615.85 $57.1K - $63.4K
2.14K $1.2M
VUG
Vanguard Growth ETF

ETFs
-85
- 4.7%
$369.1 - $427.61 $31.4K - $36.3K
1.72K $639K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-729
- 1.39%
$21.23 - $23.75 $15.5K - $17.3K
51.6K $1.11M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.38K
- 9.18%
$20.2 - $22.24 $48K - $52.8K
23.5K $505K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-3.01K
- 8.74%
$23.92 - $26.89 $72.1K - $81K
31.5K $812K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-302
- 4.97%
$42.24 - $47.29 $12.8K - $14.3K
5.77K $246K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-115
- 1.02%
$32.42 - $36.13 $3.73K - $4.15K
11.2K $369K
VDC
Vanguard Consumer Staples ETF

ETFs
-136
- 7.31%
$206.54 - $226.16 $28.1K - $30.8K
1.73K $377K
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 4.25%
$890.62 - $1076.86 $40.1K - $48.5K
1.01K $959K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.01K
- 5.6%
$25.81 - $28.52 $26.1K - $28.9K
17.1K $470K
VZ
Verizon Communications Inc

Communication Services
-1K
- 15.12%
$37.81 - $46.49 $38K - $46.7K
5.64K $255K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.41K
- 7.21%
$75.32 - $84.77 $106K - $120K
18.1K $1.48M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-323
- 5.8%
$39.65 - $43.35 $12.8K - $14K
5.25K $220K
CMCSA
Comcast Corp

Communication Services
-12
- 0.21%
$33.19 - $38.23 $398 - $459
5.73K $211K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-288
- 2.77%
$42.18 - $45.16 $12.1K - $13K
10.1K $447K
VPU
Vanguard Utilities ETF

ETFs
-57
- 3.31%
$161.24 - $173.33 $9.19K - $9.88K
1.66K $284K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-52
- 0.8%
$32.74 - $36.2 $1.7K - $1.88K
6.45K $225K
JNJ
Johnson & Johnson

Healthcare
-429
- 11.49%
$142.06 - $167.7 $60.9K - $71.9K
3.31K $548K
MA
Mastercard Inc

Financial Services
-3
- 0.58%
$504.67 - $576.31 $1.51K - $1.73K
516 $282K
SO
Southern CO

Utilities
-181
- 2.91%
$80.96 - $92.96 $14.7K - $16.8K
6.03K $554K
T
At&T Inc.

Communication Services
-5
- 0.02%
$21.56 - $28.28 $108 - $141
23.1K $653K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 0.15%
$442.66 - $534.52 $3.54K - $4.28K
5.42K $2.89M
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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