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ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

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ATHENS GA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Elwood & Goetz Wealth Advisory Group is based out of Athens. Elwood & Goetz Wealth Advisory Group is a large advisory firm with 558 clients and discretionary assets under management (AUM) of $564,488,016 (Form ADV from 2023-12-01). Their last reported 13F filing for Q4 2023 included $473,179,601 in managed 13F securities and a top 10 holdings concentration of 71.48%. Elwood & Goetz Wealth Advisory Group's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 126,194. Whalewisdom has at least 21 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
VOO VANGUARD 500 INDEX F 11.65%
VEA VANGUARD DEVELOPED M 10.54%
LDUR PIMCO Enhanced Low D 9.29%
AGG iShares Core U.S. Ag 8.32%
DFAR Dimensional US Real 7.98%

2023-12-31

13F Activity

Market Value $473m, Prior: $431m
New Purchases 4 stocks
Added To 47 stocks
Sold out of 0 stocks
Reduced holdings in 25 stocks
Top 10 Holdings % 71.48%
Turnover %[1] 4.88%
Turnover Alt %[2] 1.67%
Time Held Top 20 12 quarters
Time Held Top 10 11.8 quarters
Time Held All 10.2 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance