Elwood & Goetz Wealth Advisory Group, LLC Reduced Holdings in Q3 2024

Elwood & Goetz Wealth Advisory Group, LLC

  • $402 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
-882
- 29.68%
$201.77 - $221.32 $178K - $195K
2.09K $456K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.38K
- 36.66%
$90.01 - $95.32 $124K - $131K
2.38K $224K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.3K
- 11.59%
$59.93 - $66.52 $138K - $153K
17.5K $1.17M
GOOGL
Alphabet Inc.

Communication Services
-154
- 8.92%
$148.65 - $191.18 $22.9K - $29.4K
1.57K $260K
XOM
Exxon Mobil Corp

Energy
-290
- 13.6%
$109.72 - $119.0 $31.8K - $34.5K
1.84K $215K
CSX
Csx Corp

Industrials
-1.09K
- 14.64%
$32.48 - $35.45 $35.2K - $38.5K
6.32K $218K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-180
- 1.55%
$31.05 - $34.29 $5.59K - $6.17K
11.4K $391K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-89
- 0.87%
$19.78 - $23.53 $1.76K - $2.09K
10.2K $235K
SO
Southern CO

Utilities
-493
- 7.76%
$77.0 - $90.52 $38K - $44.6K
5.86K $528K
GE
General Electric CO

Industrials
-33
- 2.2%
$156.66 - $189.66 $5.17K - $6.26K
1.47K $277K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.49%
$517.38 - $573.86 $5.17K - $5.74K
2.03K $1.16M
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 0.73%
$520.18 - $576.82 $9.36K - $10.4K
2.45K $1.41M
VB
Vanguard Small Cap ETF

ETFs
-52
- 0.54%
$214.77 - $237.72 $11.2K - $12.4K
9.62K $2.28M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-172
- 0.34%
$36.02 - $41.68 $6.2K - $7.17K
50.6K $2.09M
LMT
Lockheed Martin Corp

Industrials
-12
- 0.69%
$460.3 - $584.56 $5.52K - $7.01K
1.74K $1.02M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.8K
- 3.12%
$61.97 - $69.37 $112K - $125K
56K $3.86M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.2K
- 2.71%
$46.9 - $51.96 $103K - $114K
78.9K $4.07M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.61K
- 1.62%
$58.03 - $65.37 $93.6K - $105K
97.9K $6.34M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.07K
- 0.6%
$36.98 - $41.55 $39.4K - $44.3K
177K $7.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-898
- 1.57%
$105.53 - $118.34 $94.8K - $106K
56.4K $6.59M
VNQ
Vanguard Specialized Funds Van

ETFs
-718
- 1.76%
$82.97 - $98.97 $59.6K - $71.1K
40K $3.9M
VTI
Vanguard Total Stock Market Et

ETFs
-737
- 1.33%
$255.18 - $283.2 $188K - $209K
54.5K $15.4M
Activity Summary
Buys All Purchases 61 New Holdings 26 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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