Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
DFAR Dimensional US Real | 0.85% |
AGG iShares Core U.S. Ag | 0.4% |
AVSC Avantis U.S. Small C | 0.4% |
BOND PIMCO Active Bond Ex | 0.18% |
VEA VANGUARD DEVELOPED M | 0.07% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
LDUR PIMCO Enhanced Low D | 0.92% |
BND VANGUARD TOTAL BOND | 0.23% |
VOO VANGUARD 500 INDEX F | 0.21% |
XLP The Consumer Staples | 0.18% |
SCHF Schwab International | 0.13% |
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