Elwood & Goetz Wealth Advisory Group, LLC Portfolio Holdings
Elwood & Goetz Wealth Advisory Group, LLC
- $408 Million
- Q4 2024
Elwood & Goetz Wealth Advisory Group, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $408 Million distributed in 100 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 $71.1M, Vanguard Ftse Developed Market with a value of $59.1M, Dimensional ETF Tr Dimensional with a value of $45.4M, Vanguard Information Technolog with a value of $33.7M, and American Centy ETF Tr Avantis with a value of $30.7M.
Examining the 13F form we can see an increase of $6.18M in the current position value, from $402M to 408M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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