Elwood & Goetz Wealth Advisory Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$352M
Signature - Title
Aysha Ballis - Compliance Officer
Location
687 S. Milledge Ave, Athens, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 82 $352M +$16.5M -$78.4M -$61.9M VOO, VEA, DFAR, VGT, AVSC 13F-HR 7/30/2024, 05:25 PM
Q1 2024 87 $412M +$9.87M -$88M -$78.2M VOO, VEA, DFAR, VGT, SCHM 13F-HR 4/22/2024, 07:54 PM
Q4 2023 82 $473M +$11.7M -$8.73M +$3.02M VOO, VEA, LDUR, AGG, DFAR 13F-HR 1/18/2024, 09:47 AM
Q3 2023 78 $431M +$27.8M -$16.8M +$11.1M VOO, VEA, LDUR, AGG, DFAR 13F-HR 10/19/2023, 11:47 AM
Q2 2023 69 $439M +$11.4M -$3.62M +$7.73M VOO, VEA, LDUR, AGG, DFAR 13F-HR 7/28/2023, 02:04 PM
Q1 2023 64 $419M +$125M -$49.6M +$75.6M VOO, VEA, LDUR, AGG, DFAR 13F-HR 4/19/2023, 08:05 PM
Q4 2022 71 $328M +$23.1M -$6.95M +$16.2M VEA, VTIP, LDUR, AGG, IJR 13F-HR 1/27/2023, 06:07 PM
Q3 2022 61 $296M +$20.9M -$6.08M +$14.8M VEA, LDUR, VTIP, AGG, IJR 13F-HR 10/28/2022, 06:29 AM
Q2 2022 60 $299M +$42.4M -$28.9M +$13.4M VEA, VTIP, LDUR, AGG, IJR 13F-HR 8/11/2022, 03:07 PM
Q1 2022 64 $322M +$55.1M -$37.1M +$18.1M VEA, LDUR, VTIP, AGG, IJR 13F-HR 4/15/2022, 02:38 PM
Q4 2021 56 $321M +$20.2M -$823K +$19.4M VEA, AGG, VTIP, BOND, IJR 13F-HR 1/13/2022, 07:40 PM
Q3 2021 53 $290M +$43.3M -$16M +$27.3M VEA, AGG, VTIP, BOND, IJR 13F-HR 10/18/2021, 03:13 PM
Q2 2021 48 $266M +$15.9M -$1.99M +$13.9M AGG, VEA, VGT, VTIP, BOND 13F-HR 7/15/2021, 02:44 PM
Q1 2021 46 $241M +$17.5M -$3.19M +$14.3M AGG, VEA, VGT, VTIP, BOND 13F-HR 4/15/2021, 03:56 PM
Q4 2020 49 $219M +$15M -$2.39M +$12.6M AGG, VEA, VGT, VTIP, BOND 13F-HR 1/22/2021, 11:01 AM
Q3 2020 40 $186M +$34.5M -$19.7M +$14.8M AGG, VEA, VTIP, VGT, BOND 13F-HR 10/13/2020, 04:36 PM
Q2 2020 35 $164M +$13.3M -$2.06M +$11.2M AGG, VTIP, VXUS, VGT, BOND 13F-HR 7/10/2020, 06:22 PM
Q1 2020 31 $134M +$23.7M -$8.52M +$15.1M VTIP, AGG, VXUS, BOND, VGT 13F-HR 4/29/2020, 09:18 PM
Q4 2019 30 $139M +$9.21M -$1.51M +$7.7M VTIP, VXUS, AGG, BOND, IJR 13F-HR 1/14/2020, 12:43 PM
Q3 2019 30 $126M +$10.5M -$777K +$9.68M VTIP, VXUS, AGG, BOND, IJR 13F-HR 10/11/2019, 11:49 AM
Q2 2019 29 $117M +$6.72M -$1.09M +$5.62M VTIP, VXUS, BOND, AGG, IJR 13F-HR 7/5/2019, 05:40 PM
Q1 2019 28 $109M +$8.42M -$1.88M +$6.54M VTIP, VXUS, BOND, AGG, VTI 13F-HR 4/9/2019, 10:27 AM
Q4 2018 28 $94.4M $0 $0 VTIP, BOND, VXUS, AGG, VTI 13F-HR 2/7/2019, 10:31 AM