Elwood & Goetz Wealth Advisory Group, LLC
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.2ptsvs SPY
Invested
$589.1M
Holdings
138
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 1.34M shares)
15.2%
02
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 136.0k shares)
14.0%
03
$DFAR
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 2.20M shares)
10.2%
04
$AVSC
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 592.5k shares)
7.2%
05
$VGT
VANGUARD WORLD FD
Q4 2025: Exited (was 53.4k shares)
6.5%
06
$AVMC
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 345.4k shares)
5.1%
07
$XSOE
WISDOMTREE TR
Q4 2025: Exited (was 593.4k shares)
4.2%
08
$ICSH
ISHARES TR
Q4 2025: Exited (was 9.9k shares)
3.5%
09
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 52.9k shares)
3.1%
10
$NFLT
ETFIS SER TR I
Q4 2025: Exited (was 624.7k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:33 UTC.