Elwood & Goetz Wealth Advisory Group, LLC Incresed Positions in Q3 2024

Elwood & Goetz Wealth Advisory Group, LLC

  • $402 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
79.2K
+ 7.25%
$47.6 - $53.31 $3.77M - $4.22M
1.17M $61.9M
DFAR
Dimensional ETF Tr Dimensional

ETFs
47.1K
+ 2.51%
$21.91 - $26.03 $1.03M - $1.23M
1.93M $49.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.02K
+ 2.43%
$475.2 - $527.7 $1.44M - $1.59M
127K $67.2M
AVSC
American Centy ETF Tr Avantis
34.8K
+ 6.88%
$49.07 - $56.13 $1.71M - $1.95M
540K $29.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.1K
+ 5.3%
$75.47 - $83.18 $1.29M - $1.43M
341K $28.3M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
26.5K
+ 5.31%
$29.23 - $33.51 $775K - $888K
526K $17.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.34K
+ 160.01%
$405.19 - $478.57 $1.35M - $1.6M
5.43K $2.5M
AAPL
Apple Inc.

Technology
5.8K
+ 62.19%
$207.23 - $234.82 $1.2M - $1.36M
15.1K $3.53M
MSFT
Microsoft Corp

Technology
2.32K
+ 37.85%
$395.15 - $467.56 $916K - $1.08M
8.44K $3.63M
VGT
Vanguard Information Technolog

ETFs
355
+ 0.67%
$514.43 - $606.85 $183K - $215K
53.4K $31.3M
HD
Home Depot, Inc.

Consumer Cyclical
1.23K
+ 66.81%
$333.64 - $405.2 $411K - $499K
3.08K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
2.97K
+ 69.58%
$161.02 - $200.0 $478K - $594K
7.24K $1.35M
JNJ
Johnson & Johnson

Healthcare
2.03K
+ 110.04%
$145.48 - $167.38 $295K - $339K
3.87K $627K
LOW
Lowes Companies Inc

Consumer Cyclical
964
+ 57.38%
$213.3 - $270.78 $206K - $261K
2.64K $715K
JPM
Jpmorgan Chase & CO

Financial Services
1.54K
+ 76.31%
$194.9 - $224.8 $300K - $346K
3.56K $749K
ACN
Accenture PLC

Technology
605
+ 69.86%
$295.44 - $355.81 $179K - $215K
1.47K $519K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
2.21K
+ 0.88%
$22.21 - $23.14 $49.1K - $51.1K
254K $5.86M
PG
Procter & Gamble CO

Consumer Defensive
1.07K
+ 51.1%
$160.76 - $177.82 $172K - $190K
3.16K $547K
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.25K
+ 22.17%
$24.06 - $26.97 $126K - $142K
28.9K $776K
IYW
Ishares Dj Us Tech ETF

ETFs
693
+ 5.1%
$133.16 - $158.73 $92.3K - $110K
14.3K $2.16M
PICK
Ishares Inc Msci Global Select

ETFs
1.94K
+ 14.62%
$36.29 - $43.35 $70.5K - $84.2K
15.2K $658K
HYG
Ishares Tr

ETFs
540
+ 2.51%
$76.72 - $80.36 $41.4K - $43.4K
22K $1.77M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
300
+ 2.02%
$75.63 - $84.89 $22.7K - $25.5K
15.1K $1.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
69
+ 0.3%
$57.32 - $62.65 $3.96K - $4.32K
23.4K $1.46M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
31
+ 0.51%
$111.9 - $124.28 $3.47K - $3.85K
6.11K $755K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
93
+ 0.9%
$39.95 - $45.86 $3.72K - $4.26K
10.4K $474K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.59%
$245.82 - $304.51 $1.47K - $1.83K
1.03K $313K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
103
+ 0.58%
$25.45 - $29.53 $2.62K - $3.04K
17.9K $520K
MA
Mastercard Inc

Financial Services
37
+ 7.68%
$429.6 - $500.99 $15.9K - $18.5K
519 $256K
NVDA
Nvidia Corp

Technology
406
+ 15.82%
$98.91 - $134.91 $40.2K - $54.8K
2.97K $360K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.12%
$113.41 - $125.62 $567 - $628
4.07K $511K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
130
+ 3.51%
$55.06 - $62.25 $7.16K - $8.09K
3.83K $235K
FAN
First Tr Exchange Traded Fd Ii
628
+ 5.94%
N/A
11.2K $0
XLK
Technology Sector Spdr

ETFs
2
+ 0.06%
$197.34 - $237.68 $395 - $475
3.44K $776K
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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