Elwood & Goetz Wealth Advisory Group, LLC

CIK 0001752758 • 6 13F filings • Apr 23, 2025 – Aug 13, 2026

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Filer information

Filed by: Elwood & Goetz Wealth Advisory Group, LLC, Compliance Officer
Address: 687 S. MILLEDGE AVE, ATHENS, GA, 30605
Phone: 706-548-1025
AUM: $568.8M

AUM over time

$676.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $568.8M135 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$274K	0.0%Prev: 0.1%	1,711 SH	Increased+3 SH
ABBOTT LABS	COM	$339K	0.1%Prev: 0.1%	2,707 SH	Decreased-9 SH
ALPHABET INC	CAP STK CL A	$1.8M	0.3%Prev: 0.2%	5,863 SH	Increased+733 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.3%Prev: 0.3%	5,563 SH	Increased-22 SH
AMAZON COM INC	COM	$2.2M	0.4%Prev: 0.4%	9,542 SH	Increased+894 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$27.8M	4.9%Prev: 4.6%	394,017 SH	Increased+48,573 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$37.4M	6.6%Prev: 6.5%	636,669 SH	Increased+44,193 SH
AMERICAN EXPRESS CO	COM	$762K	0.1%Prev: 0.1%	2,061 SH	Increased-23 SH
AMPLIFY ETF TR	BLOCKCHAIN TECHN	$586K	0.1%	10,297 SH	New
APPLE INC	COM	$5.7M	1.0%Prev: 1.0%	20,849 SH	Increased+1,055 SH
ARK ETF TR	NEXT GNRTN INTER	$576K	0.1%Prev: 0.1%	3,901 SH	Increased+2,012 SH
ASML HOLDING N V	N Y REGISTRY SHS	$369K	0.1%Prev: 0.1%	345 SH	Increased+21 SH
AT&T INC	COM	$723K	0.1%Prev: 0.1%	29,109 SH	Increased+6,045 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	0.5%Prev: 0.5%	5,676 SH	Increased+287 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$1.3M	0.2%Prev: 0.2%	24,177 SH	Decreased
BLACKROCK INC	COM	$214K	0.0%Prev: 0.0%	200 SH	Increased+25 SH
BLACKSTONE INC	COM	$377K	0.1%Prev: 0.1%	2,443 SH	Decreased+86 SH
BROADCOM INC	COM	$527K	0.1%Prev: 0.1%	1,521 SH	Increased+330 SH
CAPITAL ONE FINL CORP	COM	$238K	0.0%	980 SH	New
CARRIER GLOBAL CORPORATION	COM	$216K	0.0%Prev: 0.0%	4,090 SH	Decreased+76 SH
CATERPILLAR INC	COM	$874K	0.2%Prev: 0.1%	1,526 SH	Increased-71 SH
CHURCH & DWIGHT CO INC	COM	$298K	0.1%Prev: 0.1%	3,552 SH	Decreased+43 SH
COCA COLA CO	COM	$490K	0.1%Prev: 0.1%	7,009 SH	Increased-148 SH
CORNING INC	COM	$351K	0.1%Prev: 0.1%	4,014 SH	Increased+69 SH
COSTCO WHSL CORP NEW	COM	$1.0M	0.2%Prev: 0.2%	1,213 SH	Decreased+9 SH
CROWDSTRIKE HLDGS INC	CL A	$342K	0.1%Prev: 0.1%	729 SH	Increased+51 SH
CSX CORP	COM	$235K	0.0%Prev: 0.0%	6,484 SH	Increased+111 SH
DEERE & CO	COM	$482K	0.1%Prev: 0.1%	1,036 SH	Decreased-22 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.5M	0.3%Prev: 0.2%	45,724 SH	Increased+8,089 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$422K	0.1%Prev: 0.2%	10,667 SH	Decreased-17,017 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$54.4M	9.6%Prev: 10.1%	2,375,621 SH	Increased+177,099 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$586K	0.1%Prev: 0.1%	8,404 SH	Decreased-797 SH
ELI LILLY & CO	COM	$470K	0.1%Prev: 0.1%	437 SH	Increased+49 SH
ETFIS SER TR I	VIRTUS NEWFLEET	$15.2M	2.7%Prev: 2.8%	657,995 SH	Increased+33,255 SH
EXXON MOBIL CORP	COM	$348K	0.1%Prev: 0.1%	2,892 SH	Increased+300 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$201K	0.0%	896 SH	New
FREEPORT-MCMORAN INC	CL B	$337K	0.1%Prev: 0.0%	6,635 SH	Increased+107 SH
GARTNER INC	COM	$339K	0.1%Prev: 0.1%	1,344 SH	Decreased-295 SH
GE AEROSPACE	COM NEW	$501K	0.1%Prev: 0.1%	1,625 SH	Increased+64 SH
GE VERNOVA INC	COM	$220K	0.0%	336 SH	New
GENERAL DYNAMICS CORP	COM	$309K	0.1%	918 SH	New
GOLDMAN SACHS GROUP INC	COM	$344K	0.1%Prev: 0.1%	392 SH	Increased+27 SH
HERSHEY CO	COM	$209K	0.0%Prev: 0.0%	1,146 SH	Increased+41 SH
HOME DEPOT INC	COM	$1.4M	0.2%Prev: 0.3%	4,024 SH	Decreased-106 SH
HONEYWELL INTL INC	COM	$220K	0.0%Prev: 0.0%	1,130 SH	Decreased+53 SH
ING GROEP N.V.	SPONSORED ADR	$219K	0.0%	7,807 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$893K	0.2%Prev: 0.1%	3,015 SH	Increased+893 SH
INTUITIVE SURGICAL INC	COM NEW	$343K	0.1%Prev: 0.0%	605 SH	Increased+25 SH
INVESCO EXCHANGE TRADED FD T	WILDERHIL CLAN	$408K	0.1%Prev: 0.1%	13,367 SH	Decreased-3,672 SH
ISHARES INC	ESG AWR MSCI EM	$279K	0.0%Prev: 0.1%	6,324 SH	Increased-14 SH
ISHARES INC	MSCI EMRG CHN	$226K	0.0%Prev: 0.0%	3,104 SH	Increased
ISHARES INC	MSCI GBL ETF NEW	$873K	0.2%Prev: 0.1%	16,997 SH	Increased-499 SH
ISHARES TR	BROAD USD HIGH	$363K	0.1%Prev: 0.1%	9,709 SH	Decreased-362 SH
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.3%Prev: 0.4%	28,148 SH	Increased-221 SH
ISHARES TR	CORE S&P SCP ETF	$7.1M	1.3%Prev: 1.4%	59,314 SH	Increased-537 SH
ISHARES TR	CORE S&P TTL STK	$584K	0.1%Prev: 0.1%	3,925 SH	Increased
ISHARES TR	CORE S&P500 ETF	$3.7M	0.7%Prev: 0.7%	5,423 SH	Increased-77 SH
ISHARES TR	ESG AW MSCI EAFE	$1.4M	0.2%Prev: 0.3%	14,382 SH	Decreased-3,239 SH
ISHARES TR	ESG AWARE MSCI	$401K	0.1%Prev: 0.1%	8,711 SH	Increased+26 SH
ISHARES TR	ESG AWR MSCI USA	$363K	0.1%	2,439 SH	New
ISHARES TR	ESG SELECT SCRE	$292K	0.1%Prev: 0.1%	5,538 SH	Increased
ISHARES TR	IBOXX HI YD ETF	$4.8M	0.8%Prev: 0.7%	59,685 SH	Increased+15,333 SH
ISHARES TR	LARGE CAP MAX BU	$232K	0.0%Prev: 0.1%	8,693 SH	Decreased-17,263 SH
ISHARES TR	MSCI EAFE ETF	$388K	0.1%Prev: 0.1%	4,041 SH	Increased-71 SH
ISHARES TR	RUS 1000 GRW ETF	$637K	0.1%Prev: 0.1%	1,345 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$236K	0.0%Prev: 0.0%	1,124 SH	Decreased-59 SH
ISHARES TR	RUS 2000 VAL ETF	$273K	0.0%	1,507 SH	New
ISHARES TR	RUS MD CP GR ETF	$288K	0.1%	2,106 SH	New
ISHARES TR	RUS MDCP VAL ETF	$309K	0.1%	2,194 SH	New
ISHARES TR	S&P MC 400VL ETF	$804K	0.1%Prev: 0.2%	6,109 SH	Increased
ISHARES TR	U.S. TECH ETF	$3.4M	0.6%Prev: 0.7%	16,967 SH	Decreased-1,357 SH
ISHARES TR	ULTRA SHORT DUR	$22.2M	3.9%Prev: 0.1%	439,815 SH	Increased+429,944 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$368K	0.1%Prev: 0.1%	5,614 SH	Increased
JOHNSON & JOHNSON	COM	$697K	0.1%Prev: 0.1%	3,370 SH	Increased+143 SH
JPMORGAN CHASE & CO.	COM	$1.4M	0.3%Prev: 0.3%	4,420 SH	Increased+281 SH
LOCKHEED MARTIN CORP	COM	$518K	0.1%Prev: 0.1%	1,072 SH	Decreased-31 SH
LOWES COS INC	COM	$650K	0.1%Prev: 0.1%	2,694 SH	Decreased+50 SH
MASTERCARD INCORPORATED	CL A	$340K	0.1%Prev: 0.1%	595 SH	Increased+45 SH
MCDONALDS CORP	COM	$326K	0.1%Prev: 0.1%	1,066 SH	Increased+153 SH
META PLATFORMS INC	CL A	$506K	0.1%Prev: 0.1%	766 SH	Increased+196 SH
MICROSOFT CORP	COM	$4.5M	0.8%Prev: 0.9%	9,266 SH	Decreased+499 SH
MORGAN STANLEY	COM NEW	$484K	0.1%Prev: 0.1%	2,728 SH	Increased+254 SH
MOTOROLA SOLUTIONS INC	COM NEW	$221K	0.0%Prev: 0.0%	577 SH	Decreased+30 SH
NEXTERA ENERGY INC	COM	$1.3M	0.2%Prev: 0.2%	16,186 SH	Increased+19 SH
NORFOLK SOUTHN CORP	COM	$298K	0.1%Prev: 0.1%	1,033 SH	Decreased+17 SH
NVIDIA CORPORATION	COM	$2.4M	0.4%Prev: 0.4%	12,897 SH	Increased+1,999 SH
ORACLE CORP	COM	$408K	0.1%Prev: 0.1%	2,095 SH	Decreased-3 SH
PROCTER AND GAMBLE CO	COM	$379K	0.1%Prev: 0.1%	2,643 SH	Decreased-191 SH
REGENERON PHARMACEUTICALS	COM	$358K	0.1%Prev: 0.0%	464 SH	Increased+10 SH
ROYAL BK CDA	COM	$265K	0.0%Prev: 0.0%	1,555 SH	Increased+98 SH
RTX CORPORATION	COM	$323K	0.1%Prev: 0.1%	1,759 SH	Increased+71 SH
S&P GLOBAL INC	COM	$330K	0.1%Prev: 0.1%	632 SH	Increased+20 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$635K	0.1%Prev: 0.1%	19,395 SH	Decreased-59 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.9M	1.9%Prev: 2.1%	451,785 SH	Decreased-20,238 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.3M	0.2%Prev: 0.2%	48,530 SH	Increased-253 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$10.4M	1.8%Prev: 2.0%	346,673 SH	Decreased-11,250 SH
SCHWAB STRATEGIC TR	US REIT ETF	$471K	0.1%Prev: 0.1%	22,551 SH	Decreased-5,625 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$7.2M	1.3%Prev: 1.4%	251,902 SH	Increased-699 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.6M	0.3%	11,019 SH	New
SOUTHERN CO	COM	$445K	0.1%Prev: 0.1%	5,105 SH	Decreased-528 SH
SPDR GOLD TR	GOLD SHS	$401K	0.1%Prev: 0.1%	1,012 SH	Increased+50 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.8M	0.5%Prev: 0.5%	59,940 SH	Increased+1,787 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.3M	0.6%Prev: 0.6%	4,839 SH	Increased+233 SH
SPDR SERIES TRUST	STATE STREET SPD	$490K	0.1%	11,322 SH	New
STRYKER CORPORATION	COM	$251K	0.0%Prev: 0.1%	713 SH	Decreased+1 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$248K	0.0%Prev: 0.0%	816 SH	Increased
TESLA INC	COM	$1.0M	0.2%Prev: 0.1%	2,229 SH	Increased+611 SH
TEXAS INSTRS INC	COM	$297K	0.1%Prev: 0.1%	1,714 SH	Decreased+66 SH
THERMO FISHER SCIENTIFIC INC	COM	$597K	0.1%Prev: 0.1%	1,031 SH	Increased+18 SH
UNION PAC CORP	COM	$218K	0.0%Prev: 0.0%	941 SH	Decreased-124 SH
VANGUARD INDEX FDS	GROWTH ETF	$886K	0.2%Prev: 0.2%	1,817 SH	Increased+139 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.9M	1.4%Prev: 1.6%	27,067 SH	Decreased-690 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.3M	0.9%Prev: 0.9%	60,216 SH	Increased+9,914 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$85.1M	15.0%Prev: 16.0%	135,626 SH	Increased-324 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.1M	0.5%Prev: 0.6%	12,109 SH	Increased-6 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$302K	0.1%	1,000 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$17.6M	3.1%Prev: 3.3%	52,568 SH	Increased-327 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$267K	0.0%Prev: 0.0%	3,626 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$425K	0.1%Prev: 0.1%	5,089 SH	Increased+70 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$366K	0.1%Prev: 0.1%	2,594 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$10.1M	1.8%Prev: 1.9%	134,425 SH	Increased+1,690 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$87.3M	15.3%Prev: 15.4%	1,396,767 SH	Increased+59,682 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$215K	0.0%Prev: 0.0%	1,495 SH	Increased
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$279K	0.0%Prev: 0.0%	3,099 SH	Increased+522 SH
VANGUARD WORLD FD	CONSUM STP ETF	$304K	0.1%Prev: 0.1%	1,437 SH	Decreased-96 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$408K	0.1%Prev: 0.1%	5,693 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$39.4M	6.9%Prev: 7.6%	52,210 SH	Decreased-1,166 SH
VANGUARD WORLD FD	UTILITIES ETF	$302K	0.1%Prev: 0.1%	1,630 SH	Decreased-34 SH
VERIZON COMMUNICATIONS INC	COM	$287K	0.1%Prev: 0.0%	7,045 SH	Increased+1,492 SH
VISA INC	COM CL A	$747K	0.1%Prev: 0.1%	2,130 SH	Increased+95 SH
WALMART INC	COM	$839K	0.1%Prev: 0.1%	7,533 SH	Increased+582 SH
WISDOMTREE TR	EM EX ST-OWNED	$23.7M	4.2%Prev: 4.3%	608,214 SH	Increased+14,814 SH
WISDOMTREE TR	EMER MKT HIGH FD	$218K	0.0%Prev: 0.0%	4,662 SH	Decreased-584 SH
WISDOMTREE TR	INTL SMCAP DIV	$4.6M	0.8%Prev: 0.9%	57,195 SH	Increased+7 SH
XCEL ENERGY INC	COM	$262K	0.0%Prev: 0.1%	3,549 SH	Decreased+7 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $288K
DIMENSIONAL ETF TRUST — $867K
DIMENSIONAL ETF TRUST — $236K
DIMENSIONAL ETF TRUST — $214K
FIRST TR EXCHANGE-TRADED FD — $200K
ISHARES TR — $216K
J P MORGAN EXCHANGE TRADED F — $255K
NETFLIX INC — $206K
SELECT SECTOR SPDR TR — $1.6M
SPDR SERIES TRUST — $479K
TELEDYNE TECHNOLOGIES INC — $213K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001752758-26-000001	$568.8M	View
Oct 28, 2025	Q3 2025	13F-HR	0001752758-25-000003	$521.0M	View
Aug 13, 2026	Q2 2026