Instuitional Investor - Elwood & Goetz Wealth Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Elwood & Goetz Wealth Advisory Group, Llc |
| Portfolio Value | $589,138,120 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 1,398,364 | $89,607,160 | 15.21% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 137,866 | $82,382,074 | 13.98% | |
| 3. | Dimensional Etf Trust | 2,529,398 | $59,820,256 | 10.15% | |
| 4. | American Centy Etf Tr | 684,213 | $42,626,483 | 7.24% | |
| 5. | Vanguard World Fund | 54,576 | $38,078,858 | 6.46% |