Elwood & Goetz Wealth Advisory Group, LLC - Portfolio overview

Elwood & Goetz Wealth Advisory Group, LLC has 152 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 15.09%
2. VOO - VANGUARD INDEX FDS, 13.87%
3. DFAR - DIMENSIONAL ETF TRUST, 10.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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