Elwood & Goetz Wealth Advisory Group, LLC Reduced Holdings in Q2 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • $458 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-3.19K
- 5.97%
$79.79 - $91.42 $255K - $292K
50.2K $4.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 0.15%
$483.48 - $539.8 $3.87K - $4.32K
5.42K $2.63M
PG
Procter & Gamble CO

Consumer Defensive
-878
- 24.07%
$157.66 - $172.39 $138K - $151K
2.77K $441K
GLD
Spdr Gold Trust

ETFs
-352
- 26.79%
$273.71 - $316.29 $96.3K - $111K
962 $293K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-2.07K
- 25.78%
$52.84 - $65.52 $110K - $136K
5.97K $390K
JNJ
Johnson & Johnson

Healthcare
-89
- 2.69%
$146.36 - $159.82 $13K - $14.2K
3.22K $491K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.03K
- 14.94%
$45.88 - $54.4 $47K - $55.8K
5.84K $317K
UNP
Union Pacific Corp

Industrials
-113
- 10.76%
$208.27 - $238.46 $23.5K - $26.9K
937 $215K
LMT
Lockheed Martin Corp

Industrials
-109
- 8.83%
$430.82 - $486.45 $47K - $53K
1.13K $521K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-801
- 3.41%
$18.94 - $21.67 $15.2K - $17.4K
22.7K $480K
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 2.06%
$285.55 - $321.23 $5.14K - $5.78K
854 $249K
VZ
Verizon Communications Inc

Communication Services
-84
- 1.49%
$41.67 - $45.62 $3.5K - $3.83K
5.55K $240K
ABT
Abbott Laboratories

Healthcare
-170
- 6.49%
$123.95 - $138.08 $21.1K - $23.5K
2.45K $333K
VDC
Vanguard Consumer Staples ETF

ETFs
-28
- 1.62%
$204.89 - $224.73 $5.74K - $6.29K
1.7K $371K
TXN
Texas Instruments Inc

Technology
-31
- 1.86%
N/A
1.64K $319K
MMM
3 M CO

Industrials
-100
- 5.53%
$126.09 - $154.15 $12.6K - $15.4K
1.71K $260K
FAN
First Tr Exchange Traded Fd Ii
-405
- 3.49%
N/A
11.2K $0
T
At&T Inc.

Communication Services
-94
- 0.41%
$26.33 - $28.94 $2.48K - $2.72K
23K $665K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-134
- 3.14%
$72.96 - $90.39 $9.78K - $12.1K
4.13K $369K
ISRG
Intuitive Surgical Inc

Healthcare
-14
- 2.36%
$451.58 - $565.94 $6.32K - $7.92K
580 $315K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-114
- 1.77%
$30.87 - $39.17 $3.52K - $4.47K
6.33K $248K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-94
- 0.84%
$29.12 - $35.84 $2.74K - $3.37K
11.1K $397K
IBM
International Business Machines Corp

Technology
-100
- 6.74%
$221.03 - $294.78 $22.1K - $29.5K
1.38K $407K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-76
- 1.83%
$108.12 - $135.04 $8.22K - $10.3K
4.07K $549K
TSLA
Tesla, Inc.

Consumer Cyclical
-195
- 10.64%
$221.86 - $362.89 $43.3K - $70.8K
1.64K $520K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.5K
- 4.85%
$19.1 - $23.83 $47.8K - $59.6K
49.1K $1.17M
CRWD
Crowd Strike Holdings, Inc.

Technology
-50
- 6.87%
$321.63 - $509.31 $16.1K - $25.5K
678 $345K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.15K
- 3.64%
$23.2 - $29.84 $26.6K - $34.2K
30.3K $904K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-57.5K
- 5.3%
$22.92 - $28.05 $1.32M - $1.61M
1.03M $28.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.68K
- 0.56%
$17.76 - $22.1 $47.7K - $59.3K
481K $10.6M
VTI
Vanguard Total Stock Market Et

ETFs
-1.36K
- 2.48%
$243.75 - $303.93 $332K - $414K
53.7K $16.3M
VEA
Vanguard Ftse Developed Market

ETFs
-10.2K
- 0.81%
$45.65 - $57.01 $467K - $583K
1.25M $71.2M
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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