Elwood & Goetz Wealth Advisory Group, LLC
CIK Number: 0001752758
409.33M
Market Value
99
# of Holdings
11 months
Avg. Holding Period
34.62%
Win Rate
12.12%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 510.50 | +0.20% | 131.94K | +3.63% | 71.09M | 380.67 | 17.34% |
| 2 | VEA | Vanguard Develo... | 52.87 | -0.15% | 1.24M | +5.44% | 59.08M | 48.25 | 14.41% |
| 3 | DFAR | Dimensional US ... | 23.34 | +0.80% | 1.95M | +1.26% | 45.38M | 21.68 | 11.07% |
| 4 | VGT | Vanguard Inform... | 550.27 | +0.39% | 54.14K | +1.30% | 33.66M | 267.97 | 8.21% |
| 5 | AVSC | Avantis U.S. Sm... | 46.44 | -0.73% | 564.01K | +4.45% | 30.66M | 46.13 | 7.48% |
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