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Company Main View
Name:
Elwood & Goetz Wealth Advisory Group LLC
City:
ATHENS
State:
GA
Zip:
30605
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$412,016,000
Total Value Change :
$-61,162,000
Securities Held Change :
5
All Securities Held :
87
New Positions
:
8
Closed Positions
:
3
Increased Positions
:
26
Unchanged Positions
:
16
Decreased Positions
:
37
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
BND
Vanguard Total Bond Market ETF
90
Closed
$71.99
$0
0
0%
-364,000
-4,943
0
Closed - End Fund - E...
SCHZ
Schwab Us Aggregate Bond
89
Closed
$45.54
$0
0
0%
-1,069,000
-22,931
0
N/A
DFSD
Dfa Dimensional Short-durat...
88
Closed
$0.00
$0
0
0%
-203,000
-4,317
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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