Elwood & Goetz Wealth Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Athens, GA
CIK
0001752758
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 82 473,179 VOO, VEA, LDUR, AGG 13F-HR 1/18/2024 000108514624000297
Q3 2023 78 431,237 VOO, VEA, LDUR, AGG 13F-HR 10/19/2023 000108514623003816
Q2 2023 69 438,807 VOO, VEA, LDUR, AGG 13F-HR 7/28/2023 000108514623002951
Q1 2023 64 418,992 VOO, VEA, LDUR, AGG 13F-HR 4/19/2023 000108514623001764
Q4 2022 71 328,124 VEA, VTIP, LDUR, AGG 13F-HR 1/30/2023 000108514623000448
Q3 2022 61 296,200 VEA, LDUR, VTIP, AGG 13F-HR 10/28/2022 000108514622003634
Q2 2022 60 299,171 VEA, VTIP, LDUR, AGG 13F-HR 8/11/2022 000108514622002977
Q1 2022 64 322,358 VEA, LDUR, VTIP, AGG 13F-HR 4/15/2022 000139834422007487
Q4 2021 56 321,113 VEA, AGG, VTIP, BOND 13F-HR 1/13/2022 000139834422000558
Q3 2021 53 289,832 VEA, AGG, VTIP, BOND 13F-HR 10/18/2021 000139834421020064
Q2 2021 48 266,090 AGG, VEA, VGT, VTIP 13F-HR 7/15/2021 000139834421014411
Q1 2021 46 241,049 AGG, VEA, VGT, VTIP 13F-HR 4/15/2021 000139834421008074
Q4 2020 49 218,962 AGG, VEA, VGT, VTIP 13F-HR 1/22/2021 000139834421001195
Q3 2020 40 185,504 AGG, VEA, VTIP, VGT 13F-HR 10/13/2020 000139834420020013
Q2 2020 35 163,854 AGG, VTIP, VXUS, VGT 13F-HR 7/13/2020 000139834420013623
Q1 2020 31 133,985 VTIP, AGG, VXUS, BOND 13F-HR 4/30/2020 000139834420008836
Q4 2019 30 139,341 VTIP, VXUS, AGG, BOND 13F-HR 1/14/2020 000139834420000709
Q3 2019 30 126,381 VTIP, VXUS, AGG, BOND 13F-HR 10/11/2019 000139834419017767
Q2 2019 29 116,643 VTIP, VXUS, BOND, AGG 13F-HR 7/8/2019 000139834419011619
Q1 2019 28 108,810 VTIP, VXUS, BOND, AGG 13F-HR 4/9/2019 000139834419006410
Q4 2018 28 94,445 VTIP, BOND, VXUS, AGG 13F-HR 2/7/2019 000139834419002212