Elwood & Goetz Wealth Advisory Group, LLC Sells in Q4 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • $535 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17K
- 61.47%
$37.61 - $39.41 $640K - $671K
10.7K $412K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-11.3K
- 3.14%
$28.9 - $30.17 $325K - $339K
347K $10.1M
VO
Vanguard Mid Cap ETF

ETFs
-690
- 2.49%
$286.27 - $296.23 $198K - $204K
27.1K $7.77M
VGT
Vanguard Information Technolog

ETFs
-1.17K
- 2.18%
$736.33 - $801.52 $859K - $935K
52.2K $39.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.24K
- 18.38%
$91.84 - $96.06 $297K - $311K
14.4K $1.36M
HD
Home Depot, Inc.

Consumer Cyclical
-106
- 2.57%
$358.03 - $397.02 $38K - $42.1K
4.02K $1.44M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.36K
- 7.41%
$192.8 - $211.27 $262K - $287K
17K $3.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-537
- 0.9%
$114.27 - $121.15 $61.4K - $65.1K
59.3K $6.93M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-20.2K
- 4.29%
$23.02 - $24.23 $466K - $490K
452K $10.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-699
- 0.28%
$27.17 - $28.65 $19K - $20K
252K $6.91M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-5.63K
- 19.96%
$20.85 - $21.86 $117K - $123K
22.6K $478K
IT
Gartner Inc

Technology
-295
- 18.0%
$226.44 - $258.17 $66.8K - $76.2K
1.34K $310K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-3.67K
- 21.55%
$30.18 - $35.92 $111K - $132K
13.4K $407K
SO
Southern CO

Utilities
-528
- 9.37%
$90.58 - $99.72 $47.8K - $52.7K
5.11K $462K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-797
- 8.66%
$66.04 - $69.67 $52.6K - $55.5K
8.4K $564K
VB
Vanguard Small Cap ETF

ETFs
-6
- 0.05%
$248.1 - $260.08 $1.49K - $1.56K
12.1K $3.02M
PG
Procter & Gamble CO

Consumer Defensive
-191
- 6.74%
$145.5 - $153.18 $27.8K - $29.3K
2.64K $385K
LMT
Lockheed Martin Corp

Industrials
-31
- 2.81%
$452.1 - $514.24 $14K - $15.9K
1.07K $504K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-221
- 0.78%
$63.25 - $66.24 $14K - $14.6K
28.1K $1.81M
UNP
Union Pacific Corp

Industrials
-124
- 11.64%
$216.37 - $237.41 $26.8K - $29.4K
941 $207K
VDC
Vanguard Consumer Staples ETF

ETFs
-96
- 6.26%
$206.7 - $217.75 $19.8K - $20.9K
1.44K $302K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-584
- 11.13%
$44.26 - $47.16 $25.8K - $27.5K
4.66K $219K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-362
- 3.59%
$37.19 - $37.8 $13.5K - $13.7K
9.71K $361K
IVV
Ishares Core S&P 500 ETF

ETFs
-77
- 1.4%
$656.2 - $690.71 $50.5K - $53.2K
5.42K $3.66M
VTI
Vanguard Total Stock Market Et

ETFs
-327
- 0.62%
$321.8 - $337.95 $105K - $111K
52.6K $17.3M
ABT
Abbott Laboratories

Healthcare
-9
- 0.33%
$123.62 - $134.59 $1.11K - $1.21K
2.71K $351K
IWD
Ishares Russell 1000 Val ETF

ETFs
-59
- 4.99%
$199.44 - $208.01 $11.8K - $12.3K
1.12K $230K
VPU
Vanguard Utilities ETF

ETFs
-34
- 2.04%
$190.8 - $202.04 $6.49K - $6.87K
1.63K $313K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-253
- 0.52%
$25.2 - $26.46 $6.38K - $6.69K
48.5K $1.25M
Ishares Tr
-17.3K
- 66.51%
N/A
8.69K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-71
- 1.73%
$92.24 - $96.56 $6.55K - $6.86K
4.04K $384K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-59
- 0.3%
$32.35 - $34.37 $1.91K - $2.03K
19.4K $655K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-14
- 0.22%
$42.19 - $45.31 $591 - $634
6.32K $281K
PICK
Ishares Inc Msci Global Select

ETFs
-499
- 2.85%
$44.3 - $47.09 $22.1K - $23.5K
17K $785K
DE
Deere & CO

Industrials
-22
- 2.08%
$439.11 - $480.78 $9.66K - $10.6K
1.04K $493K
AXP
American Express CO

Financial Services
-23
- 1.1%
$316.26 - $372.77 $7.27K - $8.57K
2.06K $703K
KO
Coca Cola CO

Consumer Defensive
-148
- 2.07%
$66.1 - $71.61 $9.78K - $10.6K
7.01K $495K
CAT
Caterpillar Inc

Industrials
-71
- 4.45%
$480.82 - $585.49 $34.1K - $41.6K
1.53K $842K
GOOG
Alphabet Inc.

Communication Services
-22
- 0.39%
$237.49 - $291.74 $5.22K - $6.42K
5.56K $1.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-324
- 0.24%
$600.51 - $631.95 $195K - $205K
136K $83.8M
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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