• 13F History

Elwood & Goetz Wealth Advisory Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$410M
Signature - Title
Lindsay Elwood - Compliance Officer
Location
Athens, GA
Summary
This page shows a list of all the recent 13F filings made by Elwood & Goetz Wealth Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elwood & Goetz Wealth Advisory Group, LLC reported 100 stock holdings with total value $410M as of Q4 2024. Top holdings included VOO, VEA, DFAR, VGT, and AVSC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 100 $410M +$43.9M -$2.12M +$41.8M VOO, VEA, DFAR, VGT, AVSC 13F-HR 2/3/2025, 09:54 PM
Q3 2024 103 $404M +$27.9M -$2.76M +$25.1M VOO, VEA, DFAR, VGT, AVSC 13F-HR 10/23/2024, 05:16 PM
Q2 2024 82 $352M +$16.5M -$78.4M -$61.9M VOO, VEA, DFAR, VGT, AVSC 13F-HR 7/30/2024, 05:25 PM
Q1 2024 87 $412M +$9.87M -$88M -$78.2M VOO, VEA, DFAR, VGT, SCHM 13F-HR 4/22/2024, 07:54 PM
Q4 2023 82 $473M +$11.7M -$8.73M +$3.02M VOO, VEA, LDUR, AGG, DFAR 13F-HR 1/18/2024, 09:47 AM
Q3 2023 78 $431M +$27.8M -$15.5M +$12.3M VOO, VEA, LDUR, AGG, DFAR 13F-HR 10/19/2023, 11:47 AM
Q2 2023 69 $439M +$11.4M -$3.42M +$7.94M VOO, VEA, LDUR, AGG, DFAR 13F-HR 7/28/2023, 02:04 PM
Q1 2023 64 $419M +$125M -$40.2M +$85M VOO, VEA, LDUR, AGG, DFAR 13F-HR 4/19/2023, 08:05 PM
Q4 2022 71 $328M +$23.1M -$6.04M +$17.1M VEA, VTIP, LDUR, AGG, IJR 13F-HR 1/27/2023, 05:07 PM
Q3 2022 61 $296M +$20.9M -$5.19M +$15.7M VEA, LDUR, VTIP, AGG, IJR 13F-HR 10/28/2022, 06:29 AM
Q2 2022 60 $299M +$42.4M -$25.2M +$17.2M VEA, VTIP, LDUR, AGG, IJR 13F-HR 8/11/2022, 03:07 PM
Q1 2022 64 $322M +$55.1M -$9.55M +$45.6M VEA, LDUR, VTIP, AGG, IJR 13F-HR 4/15/2022, 02:38 PM
Q4 2021 56 $321M +$20.2M -$242K +$20M VEA, AGG, VTIP, BOND, IJR 13F-HR 1/13/2022, 06:40 PM
Q3 2021 53 $290M +$43.3M -$16M +$27.3M VEA, AGG, VTIP, BOND, IJR 13F-HR 10/18/2021, 03:13 PM
Q2 2021 48 $266M +$15.9M -$1.99M +$13.9M AGG, VEA, VGT, VTIP, BOND 13F-HR 7/15/2021, 02:44 PM
Q1 2021 46 $241M +$17.5M -$3.19M +$14.3M AGG, VEA, VGT, VTIP, BOND 13F-HR 4/15/2021, 03:56 PM
Q4 2020 49 $219M +$15M -$2.39M +$12.6M AGG, VEA, VGT, VTIP, BOND 13F-HR 1/22/2021, 10:01 AM
Q3 2020 40 $186M +$34.5M -$19.7M +$14.8M AGG, VEA, VTIP, VGT, BOND 13F-HR 10/13/2020, 04:36 PM
Q2 2020 35 $164M +$13.3M -$2.06M +$11.2M AGG, VTIP, VXUS, VGT, BOND 13F-HR 7/10/2020, 06:22 PM
Q1 2020 31 $134M +$23.7M -$2.06M +$21.6M VTIP, AGG, VXUS, BOND, VGT 13F-HR 4/29/2020, 09:18 PM
Q4 2019 30 $139M +$9.21M -$1.19M +$8.02M VTIP, VXUS, AGG, BOND, IJR 13F-HR 1/14/2020, 11:43 AM
Q3 2019 30 $126M +$10.5M -$425K +$10M VTIP, VXUS, AGG, BOND, IJR 13F-HR 10/11/2019, 11:49 AM
Q2 2019 29 $117M +$6.72M -$1.09M +$5.62M VTIP, VXUS, BOND, AGG, IJR 13F-HR 7/5/2019, 05:40 PM
Q1 2019 28 $109M +$8.42M -$1.88M +$6.54M VTIP, VXUS, BOND, AGG, VTI 13F-HR 4/9/2019, 10:27 AM
Q4 2018 28 $94.4M VTIP, BOND, VXUS, AGG, VTI 13F-HR 2/7/2019, 09:31 AM