§ 13F · FUND PROFILE
Elwood & Goetz Wealth Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $462.7T (13F)Positions · 114Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 1.40M | $87.3T | 15.3% | +4% |
| 2 | VOO | VANGUARD INDEX FDS | 136K | $85.1T | 15.0% | ±0% |
| 3 | DFAR | DIMENSIONAL ETF TRUST | 2.38M | $54.4T | 9.6% | +8% |
| 4 | VGT | VANGUARD WORLD FD | 52K | $39.4T | 6.9% | −2% |
| 5 | AVSC | AMERICAN CENTY ETF TR | 637K | $37.4T | 6.6% | +7% |
| 6 | AVMC | AMERICAN CENTY ETF TR | 394K | $27.8T | 4.9% | +14% |
| 7 | XSOE | WISDOMTREE TR | 608K | $23.7T | 4.2% | +2% |
| 8 | ICSH | ISHARES TR | 440K | $22.2T | 3.9% | — |
| 9 | VTI | VANGUARD INDEX FDS | 53K | $17.6T | 3.1% | −1% |
| 10 | NFLT | ETFIS SER TR I | 658K | $15.2T | 2.7% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELWOOD SIGNAL
AC read
Elwood & Goetz Wealth Advisory Group, LLC is a Other fund managing $462683.4 trillion in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed