Elwood & Goetz Wealth Advisory Group, LLC Portfolio Holdings

Elwood & Goetz Wealth Advisory Group, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $402 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $67.2M, Vanguard Ftse Developed Market with a value of $61.9M, Dimensional ETF Tr Dimensional with a value of $49.4M, Vanguard Information Technolog with a value of $31.3M, and American Centy ETF Tr Avantis with a value of $29.2M.

Examining the 13F form we can see an increase of $51.3M in the current position value, from $351M to 402M.

Elwood & Goetz Wealth Advisory Group, LLC is based out at Athens, GA

Below you can find more details about Elwood & Goetz Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.