Elwood & Goetz Wealth Advisory Group, LLC Incresed Positions in Q4 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • $535 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
430K
+ 4355.63%
$50.56 - $50.76 $21.7M - $21.8M
440K $22.3M
VEA
Vanguard Ftse Developed Market

ETFs
59.7K
+ 4.46%
$59.18 - $62.09 $3.53M - $3.71M
1.4M $85.6M
DFAR
Dimensional ETF Tr Dimensional

ETFs
177K
+ 8.06%
$23.07 - $24.16 $4.09M - $4.28M
2.38M $55.7M
AVSC
American Centy ETF Tr Avantis
44.2K
+ 7.46%
$55.24 - $58.86 $2.44M - $2.6M
637K $35.9M
XLK
Technology Sector Spdr

ETFs
5.46K
+ 98.08%
$278.39 - $304.13 $1.52M - $1.66M
11K $3.18M
HYG
Ishares Tr

ETFs
15.3K
+ 34.57%
$79.95 - $81.28 $1.23M - $1.25M
59.7K $4.79M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
14.8K
+ 2.5%
$37.0 - $39.93 $548K - $592K
608K $23.6M
VNQ
Vanguard Specialized Funds Van

ETFs
9.91K
+ 19.71%
$88.13 - $92.69 $874K - $919K
60.2K $5.39M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
33.3K
+ 5.32%
$23.01 - $23.22 $765K - $772K
658K $15.2M
AAPL
Apple Inc.

Technology
1.06K
+ 5.33%
$245.27 - $275.25 $259K - $290K
20.8K $5.58M
GOOGL
Alphabet Inc.

Communication Services
733
+ 14.29%
$236.57 - $291.31 $173K - $214K
5.86K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
894
+ 10.34%
$213.04 - $254.0 $190K - $227K
9.54K $2.24M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.69K
+ 1.27%
$72.17 - $75.74 $122K - $128K
134K $10.1M
IBM
International Business Machines Corp

Technology
893
+ 42.08%
$275.97 - $314.98 $246K - $281K
3.02K $895K
ARKW
Ark Next Generation Internet E

ETFs
2.01K
+ 106.51%
$154.1 - $182.2 $310K - $367K
3.9K $601K
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.09K
+ 21.49%
$30.89 - $32.15 $250K - $260K
45.7K $1.44M
TSLA
Tesla, Inc.

Consumer Cyclical
611
+ 37.76%
$401.99 - $468.37 $246K - $286K
2.23K $911K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
287
+ 5.33%
$475.68 - $513.11 $137K - $147K
5.68K $2.89M
NEE
Nextera Energy Inc

Utilities
19
+ 0.12%
$78.18 - $86.03 $1.49K - $1.63K
16.2K $1.39M
MSFT
Microsoft Corp

Technology
499
+ 5.69%
$496.82 - $542.07 $248K - $270K
9.27K $4.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
233
+ 5.06%
$653.02 - $687.39 $152K - $160K
4.84K $3.22M
LLY
Eli Lilly & CO

Healthcare
49
+ 12.63%
$799.57 - $1025.28 $39.2K - $50.2K
437 $446K
AVGO
Broadcom Inc.

Technology
330
+ 27.71%
$324.63 - $385.98 $107K - $127K
1.52K $521K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.79K
+ 3.07%
$45.45 - $48.31 $81.2K - $86.3K
59.9K $2.84M
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 1.78%
$524.58 - $588.02 $9.44K - $10.6K
1.03K $584K
T
At&T Inc.

Communication Services
6.05K
+ 26.21%
$24.44 - $27.55 $148K - $167K
29.1K $741K
JNJ
Johnson & Johnson

Healthcare
143
+ 4.43%
$185.98 - $199.58 $26.6K - $28.5K
3.37K $672K
VUG
Vanguard Growth ETF

ETFs
139
+ 8.28%
$470.44 - $504.26 $65.4K - $70.1K
1.82K $878K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 4.31%
$429.59 - $576.2 $10.7K - $14.4K
605 $330K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 2.2%
$557.73 - $694.99 $5.58K - $6.95K
464 $321K
WMT
Walmart Inc.

Consumer Defensive
582
+ 8.37%
$101.18 - $109.03 $58.9K - $63.5K
7.53K $775K
CRWD
Crowd Strike Holdings, Inc.

Technology
51
+ 7.52%
$482.23 - $557.53 $24.6K - $28.4K
729 $391K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
522
+ 20.26%
$82.92 - $88.2 $43.3K - $46K
3.1K $271K
MCD
Mcdonalds Corp

Consumer Cyclical
153
+ 16.76%
$293.81 - $310.11 $45K - $47.4K
1.07K $325K
XOM
Exxon Mobil Corp

Energy
300
+ 11.57%
$110.64 - $119.78 $33.2K - $35.9K
2.89K $340K
META
Meta Platforms, Inc.

Communication Services
196
+ 34.39%
$609.01 - $751.67 $119K - $147K
766 $466K
VZ
Verizon Communications Inc

Communication Services
1.49K
+ 26.87%
$38.4 - $43.83 $57.3K - $65.4K
7.05K $288K
MS
Morgan Stanley

Financial Services
254
+ 10.27%
$151.86 - $169.92 $38.6K - $43.2K
2.73K $434K
GLD
Spdr Gold Trust

ETFs
50
+ 5.2%
$354.79 - $403.15 $17.7K - $20.2K
1.01K $380K
ASML
Asml Holding Nv

Technology
21
+ 6.48%
$936.19 - $1075.45 $19.7K - $22.6K
345 $351K
RTX
Raytheon Technologies Corp

Industrials
71
+ 4.21%
$157.0 - $179.44 $11.1K - $12.7K
1.76K $308K
JPM
Jpmorgan Chase & CO

Financial Services
281
+ 6.79%
$294.11 - $320.41 $82.6K - $90K
4.42K $1.33M
GE
General Electric CO

Industrials
64
+ 4.1%
$291.49 - $314.28 $18.7K - $20.1K
1.63K $487K
MMM
3 M CO

Industrials
3
+ 0.18%
$148.75 - $171.6 $446 - $515
1.71K $282K
GS
Goldman Sachs Group Inc

Financial Services
27
+ 7.4%
$744.6 - $838.97 $20.1K - $22.7K
392 $304K
RY
Royal Bank Of Canada

Financial Services
98
+ 6.73%
$143.64 - $149.05 $14.1K - $14.6K
1.56K $228K
TXN
Texas Instruments Inc

Technology
66
+ 4.0%
N/A
1.71K $333K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
70
+ 1.39%
$79.18 - $82.25 $5.54K - $5.76K
5.09K $412K
SPGI
S&P Global Inc.

Financial Services
20
+ 3.27%
$472.05 - $502.96 $9.44K - $10.1K
632 $309K
Activity Summary
Buys All Purchases 82 New Holdings 11 Increased Positions 71 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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