Instuitional Investor - Elwood & Goetz Wealth Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Elwood & Goetz Wealth Advisory Group, Llc |
| Portfolio Value | $462,683,423 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 131,647 | $74,779,594 | 16.16% | |
| 2. | Vanguard Tax-Managed Fds | 1,248,261 | $71,163,361 | 15.38% | |
| 3. | Dimensional Etf Trust | 2,073,367 | $48,641,180 | 10.51% | |
| 4. | Vanguard World Fund | 55,354 | $36,715,101 | 7.94% | |
| 5. | American Centy Etf Tr | 560,988 | $28,930,156 | 6.25% |
