Elwood & Goetz Wealth Advisory Group, LLC Reduced Holdings in Q4 2024

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-723
- 1.29%
$62.71 - $68.47 $45.3K - $49.5K
55.2K $3.48M
LMT
Lockheed Martin Corp

Industrials
-42
- 2.42%
$479.66 - $614.62 $20.1K - $25.8K
1.7K $824K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-21
- 4.27%
$701.85 - $1046.91 $14.7K - $22K
471 $335K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-443
- 0.79%
$113.92 - $127.38 $50.5K - $56.4K
55.9K $6.44M
IT
Gartner Inc

Technology
-163
- 9.51%
$481.22 - $551.8 $78.4K - $89.9K
1.55K $751K
HD
Home Depot, Inc.

Consumer Cyclical
-161
- 5.23%
$385.02 - $431.37 $62K - $69.5K
2.92K $1.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-30
- 3.46%
$501.29 - $612.85 $15K - $18.4K
837 $435K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-765
- 15.2%
$75.1 - $82.99 $57.5K - $63.5K
4.27K $322K
IVV
Ishares Core S&P 500 ETF

ETFs
-206
- 8.4%
$570.51 - $610.59 $118K - $126K
2.25K $1.32M
JNJ
Johnson & Johnson

Healthcare
-134
- 3.46%
$143.34 - $165.86 $19.2K - $22.2K
3.74K $540K
VDC
Vanguard Consumer Staples ETF

ETFs
-229
- 10.96%
$210.96 - $223.62 $48.3K - $51.2K
1.86K $393K
T
At&T Inc.

Communication Services
-3.68K
- 13.75%
$21.22 - $23.88 $78.2K - $88K
23.1K $526K
EFX
Equifax Inc

Industrials
-60
- 6.9%
$245.03 - $293.5 $14.7K - $17.6K
810 $206K
UNP
Union Pacific Corp

Industrials
-38
- 3.78%
$223.15 - $249.32 $8.48K - $9.47K
967 $220K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-118
- 1.78%
$33.39 - $37.66 $3.94K - $4.44K
6.5K $217K
ACN
Accenture PLC

Technology
-44
- 2.99%
$343.9 - $376.86 $15.1K - $16.6K
1.43K $502K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-95
- 0.83%
$33.92 - $36.6 $3.22K - $3.48K
11.3K $391K
IYW
Ishares Dj Us Tech ETF

ETFs
-178
- 1.25%
$148.14 - $166.23 $26.4K - $29.6K
14.1K $2.25M
AAPL
Apple Inc.

Technology
-489
- 3.23%
$221.69 - $259.02 $108K - $127K
14.6K $3.67M
VTI
Vanguard Total Stock Market Et

ETFs
-610
- 1.12%
$280.04 - $302.45 $171K - $184K
53.9K $15.6M
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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