Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Elwood & Goetz Wealth Advisory Group, LLC (CIK 1752758) reported $589.1M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($89.6M, 15.21%), VOO ($82.4M, 13.98%), DFAR ($59.8M, 10.15%), AVSC ($42.6M, 7.24%), VGT ($38.1M, 6.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $89.6M | 15.21% | 1.4M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $82.4M | 13.98% | 137,866 | Added |
| 3 | DFAR | DIMENSIONAL ETF TRUST | $59.8M | 10.15% | 2.5M | Added |
| 4 | AVSC | AMERICAN CENTY ETF TR | $42.6M | 7.24% | 684,213 | Added |
| 5 | VGT | VANGUARD WORLD FD | $38.1M | 6.46% | 54,576 | Added |
| 6 | AVMC | AMERICAN CENTY ETF TR | $30.3M | 5.14% | 419,573 | Added |
| 7 | XSOE | WISDOMTREE TR | $24.8M | 4.21% | 619,075 | Added |
| 8 | ICSH | ISHARES TR | $20.6M | 3.50% | 407,444 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $18.2M | 3.10% | 56,861 | Added |
| 10 | NFLT | ETFIS SER TR I | $17.9M | 3.05% | 788,741 | Added |
| 11 | SCHF | SCHWAB STRATEGIC TR | $12.6M | 2.15% | 510,702 | Added |
| 12 | SCHM | SCHWAB STRATEGIC TR | $10.7M | 1.82% | 345,745 | Trimmed |
| 13 | VXUS | VANGUARD STAR FDS | $10.2M | 1.73% | 131,927 | Trimmed |
| 14 | VO | VANGUARD INDEX FDS | $7.6M | 1.29% | 26,547 | Trimmed |
| 15 | IJR | ISHARES TR | $7.5M | 1.26% | 59,942 | Added |
| 16 | SCHA | SCHWAB STRATEGIC TR | $7.1M | 1.20% | 243,731 | Trimmed |
| 17 | AAPL | APPLE INC | $5.6M | 0.96% | 22,221 | Added |
| 18 | VNQ | VANGUARD INDEX FDS | $4.8M | 0.82% | 54,581 | Trimmed |
| 19 | DLS | WISDOMTREE TR | $4.6M | 0.78% | 56,513 | Trimmed |
| 20 | HYG | ISHARES TR | $4.3M | 0.74% | 54,555 | Trimmed |
| 21 | IYW | ISHARES TR | $3.9M | 0.67% | 21,667 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 0.64% | 5,756 | Added |
| 23 | IVV | ISHARES TR | $3.5M | 0.59% | 5,315 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $3.4M | 0.58% | 9,303 | Added |
| 25 | VB | VANGUARD INDEX FDS | $3.1M | 0.53% | 11,884 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31