Instuitional Investor - Elwood & Goetz Wealth Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Elwood & Goetz Wealth Advisory Group, Llc |
| Portfolio Value | $568,764,740 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 1,396,767 | $87,256,036 | 15.34% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 135,626 | $85,055,027 | 14.95% | |
| 3. | Dimensional Etf Trust | 2,375,621 | $54,404,561 | 9.57% | |
| 4. | Vanguard World Fund | 52,210 | $39,355,105 | 6.92% | |
| 5. | American Centy Etf Tr | 636,669 | $37,397,917 | 6.58% |