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| Name: |
Elwood & Goetz Wealth Advisory Group LLC |
| City: |
ATHENS |
| State: |
GA |
| Zip: |
30605 |
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data |
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Filing Period: |
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| Holdings
Found :
16 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
CAT |
Caterpillar Inc |
43 |
- |
$356.27 |
$702,000 |
1,916 |
0.17% |
135,000 |
0 |
0 |
Farm & Construction M... |
|
|
VUG |
Vanguard Growth VIPERS |
44 |
- |
$350.63 |
$629,000 |
1,827 |
0.15% |
61,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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ITOT |
iShares Core S&P Total US |
50 |
- |
$116.35 |
$469,000 |
4,065 |
0.11% |
41,000 |
0 |
0.001 |
Closed - End Fund - E... |
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LOW |
Lowes Companies Inc |
54 |
- |
$231.11 |
$428,000 |
1,680 |
0.1% |
54,000 |
0 |
0 |
Home Improvement Stores |
|
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LLY |
Eli Lilly & Co |
56 |
- |
$770.00 |
$415,000 |
534 |
0.1% |
104,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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JPM |
JP Morgan Chase & Co |
58 |
- |
$204.79 |
$404,000 |
2,018 |
0.1% |
61,000 |
0 |
0 |
Domestic Money Center... |
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DFAC |
Dimensional U S Core Equity... |
60 |
- |
$32.05 |
$398,000 |
12,468 |
0.1% |
34,000 |
0 |
0.001 |
N/A |
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ACN |
Accenture Plc |
63 |
- |
$303.59 |
$300,000 |
866 |
0.07% |
-4,000 |
0 |
0 |
Management Services |
|
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INTC |
Intel Corp |
67 |
- |
$31.83 |
$281,000 |
6,359 |
0.07% |
-39,000 |
0 |
0 |
Semiconductor- Broad... |
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VEU |
Vanguard FTSE All-World ETF |
68 |
- |
$57.31 |
$279,000 |
4,760 |
0.07% |
12,000 |
0 |
0.001 |
Closed - End Fund - F... |
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XOM |
Exxon Mobil Corp |
69 |
- |
$119.64 |
$278,000 |
2,394 |
0.07% |
39,000 |
0 |
0 |
Integrated Oil & Gas |
|
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TSLA |
Tesla Motors Inc |
70 |
- |
$177.81 |
$278,000 |
1,581 |
0.07% |
-115,000 |
0 |
0 |
Auto Manufacturers |
|
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CSX |
CSX Corp |
71 |
- |
$33.52 |
$275,000 |
7,409 |
0.07% |
18,000 |
0 |
0 |
Railroads |
|
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ABT |
Abbott Laboratories |
74 |
- |
$104.09 |
$252,000 |
2,220 |
0.06% |
8,000 |
0 |
0 |
Drug Manufacturers - ... |
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GLD |
streetTRACKS Gold Trust |
81 |
- |
$223.66 |
$229,000 |
1,114 |
0.06% |
16,000 |
0 |
0 |
Closed - End Fund - E... |
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VSGX |
Vanguard Esg International ... |
83 |
- |
$0.00 |
$213,000 |
3,699 |
0.05% |
9,000 |
0 |
0.014 |
N/A |
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