Instuitional Investor - Elwood & Goetz Wealth Advisory Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Elwood & Goetz Wealth Advisory Group, Llc |
| Portfolio Value | $409,327,922 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 131,439 | $67,547,751 | 16.5% | |
| 2. | Vanguard Tax-Managed Fds | 1,258,491 | $63,969,113 | 15.63% | |
| 3. | Dimensional Etf Trust | 2,014,213 | $47,877,833 | 11.7% | |
| 4. | Vanguard World Fund | 54,053 | $29,317,018 | 7.16% | |
| 5. | FNDF | 1,083,986 | $28,400,441 | 6.94% |
