Elwood & Goetz Wealth Advisory Group, LLC: 13F holdings
CIK 17527582026Q2
| Positions | 148 |
|---|
| Reported value | $676.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 148 (+10 vs prior quarter) |
|---|
| Reported value | $676.0m (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 1,480,541 | $105.5m | 15.6% |
| VOO VANGUARD INDEX FDS | 149,633 | $102.8m | 15.2% |
| VGT VANGUARD WORLD FD | 446,871 | $53.4m | 7.9% |
| AVSC AMERICAN CENTY ETF TR | 687,210 | $50.4m | 7.5% |
| DIMENSIONAL ETF TRUST | 1,795,268 | $47.0m | 6.9% |
| AMERICAN CENTY ETF TR | 441,006 | $35.4m | 5.2% |
| ICSH ISHARES TR | 432,906 | $21.9m | 3.2% |
| VTI VANGUARD INDEX FDS | 58,985 | $21.8m | 3.2% |
| FRDM EA SERIES TRUST | 278,890 | $20.3m | 3.0% |
| NFLT ETFIS SER TR I | 765,724 | $17.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1752758")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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