Elwood & Goetz Wealth Advisory Group, LLC Reduced Holdings in Q3 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • $493 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-669K
- 65.13%
$28.15 - $30.13 $18.8M - $20.1M
358K $10.6M
XOM
Exxon Mobil Corp

Energy
-1.35K
- 34.28%
$105.83 - $117.22 $143K - $158K
2.59K $292K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.15K
- 10.88%
$87.05 - $93.19 $187K - $201K
17.6K $1.64M
KO
Coca Cola CO

Consumer Defensive
-501
- 6.54%
$65.67 - $71.67 $32.9K - $35.9K
7.16K $474K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.41K
- 24.15%
$53.81 - $57.52 $75.8K - $81K
4.43K $254K
VDC
Vanguard Consumer Staples ETF

ETFs
-164
- 9.66%
$212.64 - $225.25 $34.9K - $36.9K
1.53K $327K
VUG
Vanguard Growth ETF

ETFs
-246
- 12.79%
$433.97 - $484.08 $107K - $119K
1.68K $804K
VPU
Vanguard Utilities ETF

ETFs
-319
- 16.09%
$175.25 - $189.41 $55.9K - $60.4K
1.66K $315K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.6K
- 15.56%
$41.34 - $45.65 $66.2K - $73.1K
8.69K $391K
MA
Mastercard Inc

Financial Services
-55
- 9.09%
$550.18 - $598.96 $30.3K - $32.9K
550 $312K
CSX
Csx Corp

Industrials
-592
- 8.5%
$32.05 - $36.52 $19K - $21.6K
6.37K $226K
Ishares Tr
-743
- 2.78%
N/A
26K $0
FAN
First Tr Exchange Traded Fd Ii
-794
- 7.1%
N/A
10.4K $0
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-407
- 6.85%
$47.64 - $51.71 $19.4K - $21K
5.54K $285K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-276
- 4.62%
$64.58 - $69.94 $17.8K - $19.3K
5.69K $394K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-17
- 3.61%
$534.91 - $598.71 $9.09K - $10.2K
454 $255K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-22
- 0.53%
$87.29 - $93.61 $1.92K - $2.06K
4.11K $383K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-145
- 3.56%
$135.0 - $146.02 $19.6K - $21.2K
3.93K $571K
LMT
Lockheed Martin Corp

Industrials
-23
- 2.04%
$410.74 - $499.21 $9.45K - $11.5K
1.1K $550K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-861
- 4.24%
$30.13 - $33.37 $25.9K - $28.7K
19.5K $649K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-58
- 0.63%
$63.41 - $69.69 $3.68K - $4.04K
9.2K $629K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-307
- 1.07%
$62.09 - $66.51 $19.1K - $20.4K
28.4K $1.85M
XLK
Technology Sector Spdr

ETFs
-333
- 5.65%
$250.97 - $282.66 $83.6K - $94.1K
5.56K $1.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 0.48%
$459.11 - $506.91 $11.9K - $13.2K
5.39K $2.71M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-356
- 0.72%
$23.82 - $25.84 $8.48K - $9.2K
48.8K $1.25M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-277
- 1.6%
$20.09 - $29.42 $5.56K - $8.15K
17K $492K
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 1.22%
$293.94 - $444.72 $5.88K - $8.89K
1.62K $719K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-405
- 0.7%
$74.73 - $80.82 $30.3K - $32.7K
57.2K $4.55M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-294
- 0.5%
$42.67 - $46.91 $12.5K - $13.8K
58.2K $2.72M
IYW
Ishares Dj Us Tech ETF

ETFs
-918
- 4.77%
$171.38 - $197.01 $157K - $181K
18.3K $3.59M
VO
Vanguard Mid Cap ETF

ETFs
-423
- 1.5%
$279.83 - $293.74 $118K - $124K
27.8K $8.15M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-8.8K
- 1.83%
$21.69 - $23.34 $191K - $205K
472K $11M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.11K
- 1.83%
$108.46 - $120.63 $121K - $134K
59.9K $7.11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.3K
- 0.9%
$25.29 - $28.33 $58.1K - $65.1K
253K $7.05M
VTI
Vanguard Total Stock Market Et

ETFs
-755
- 1.41%
$303.93 - $329.86 $229K - $249K
52.9K $17.4M
VGT
Vanguard Information Technolog

ETFs
-1.98K
- 3.57%
$656.44 - $753.15 $1.3M - $1.49M
53.4K $39.9M
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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