0001085146-22-002977.txt : 20220811 0001085146-22-002977.hdr.sgml : 20220811 20220811150711 ACCESSION NUMBER: 0001085146-22-002977 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elwood & Goetz Wealth Advisory Group, LLC CENTRAL INDEX KEY: 0001752758 IRS NUMBER: 273195946 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19047 FILM NUMBER: 221155290 BUSINESS ADDRESS: STREET 1: 687 S. MILLEDGE AVE CITY: ATHENS STATE: GA ZIP: 30605 BUSINESS PHONE: 706-548-1025 MAIL ADDRESS: STREET 1: 687 S. MILLEDGE AVE CITY: ATHENS STATE: GA ZIP: 30605 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001752758 XXXXXXXX 06-30-2022 06-30-2022 false Elwood & Goetz Wealth Advisory Group, LLC

687 S. MILLEDGE AVE ATHENS GA 30605

13F HOLDINGS REPORT 028-19047 N Lindsay Elwood 706-548-1025 /s/Lindsay Elwood Athens GA 08-11-2022 0 60 299171 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 221 1708 SH SOLE 0 0 1708 ABBOTT LABS COM 002824100 217 2000 SH SOLE 0 0 2000 APPLE INC COM 037833100 1042 7620 SH SOLE 0 0 7620 AT&T INC COM 00206R102 240 11434 SH SOLE 0 0 11434 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 531 1944 SH SOLE 0 0 1944 COCA COLA CO COM 191216100 300 4767 SH SOLE 0 0 4767 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 434 18621 SH SOLE 0 0 18621 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 345 14935 SH SOLE 0 0 14935 EXXON MOBIL CORP COM 30231G102 224 2613 SH SOLE 0 0 2613 HEXO CORP COM NEW 428304307 5 22263 SH SOLE 0 0 22263 HOME DEPOT INC COM 437076102 474 1730 SH SOLE 0 0 1730 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 295 6449 SH SOLE 0 0 6449 ISHARES INC ESG AWR MSCI EM 46434G863 237 7348 SH SOLE 0 0 7348 ISHARES INC MSCI GBL ETF NEW 46434G848 418 11738 SH SOLE 0 0 11738 ISHARES TR CORE S&P MCP ETF 464287507 983 4347 SH SOLE 0 0 4347 ISHARES TR CORE S&P SCP ETF 464287804 20748 224525 SH SOLE 0 0 224525 ISHARES TR CORE S&P500 ETF 464287200 738 1947 SH SOLE 0 0 1947 ISHARES TR CORE US AGGBD ET 464287226 23896 235009 SH SOLE 0 0 235009 ISHARES TR ESG AW MSCI EAFE 46435G516 1278 20369 SH SOLE 0 0 20369 ISHARES TR ESG AWARE MSCI 46435U663 256 8119 SH SOLE 0 0 8119 ISHARES TR ESG AWR US AGRGT 46435U549 1926 39361 SH SOLE 0 0 39361 ISHARES TR IBOXX HI YD ETF 464288513 2570 34919 SH SOLE 0 0 34919 ISHARES TR S&P MC 400VL ETF 464287705 576 6104 SH SOLE 0 0 6104 ISHARES TR U.S. TECH ETF 464287721 2133 26675 SH SOLE 0 0 26675 MICROSOFT CORP COM 594918104 797 3104 SH SOLE 0 0 3104 NEXTERA ENERGY INC COM 65339F101 350 4520 SH SOLE 0 0 4520 PIMCO ETF TR ACTIVE BD ETF 72201R775 5475 57478 SH SOLE 0 0 57478 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 26773 278825 SH SOLE 0 0 278825 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 459 18072 SH SOLE 0 0 18072 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6759 214911 SH SOLE 0 0 214911 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 563 12730 SH SOLE 0 0 12730 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 16039 255677 SH SOLE 0 0 255677 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3068 78679 SH SOLE 0 0 78679 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2307 16781 SH SOLE 0 0 16781 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5688 78804 SH SOLE 0 0 78804 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 328 2582 SH SOLE 0 0 2582 SOUTHERN CO COM 842587107 288 4044 SH SOLE 0 0 4044 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1468 42219 SH SOLE 0 0 42219 SPDR S&P 500 ETF TR TR UNIT 78462F103 635 1684 SH SOLE 0 0 1684 SPDR SER TR PORTFOLIO SHORT 78464A474 9789 329248 SH SOLE 0 0 329248 SPDR SER TR PRTFLO S&P500 HI 78468R788 435 10898 SH SOLE 0 0 10898 TESLA INC COM 88160R101 339 503 SH SOLE 0 0 503 VANGUARD INDEX FDS GROWTH ETF 922908736 422 1893 SH SOLE 0 0 1893 VANGUARD INDEX FDS MID CAP ETF 922908629 4857 24658 SH SOLE 0 0 24658 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7970 87482 SH SOLE 0 0 87482 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10120 29175 SH SOLE 0 0 29175 VANGUARD INDEX FDS SMALL CP ETF 922908751 1792 10176 SH SOLE 0 0 10176 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10408 55178 SH SOLE 0 0 55178 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 250 5012 SH SOLE 0 0 5012 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 30689 612312 SH SOLE 0 0 612312 VANGUARD STAR FDS VG TL INTL STK F 921909768 5365 103948 SH SOLE 0 0 103948 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 31874 781237 SH SOLE 0 0 781237 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 5918 26018 SH SOLE 0 0 26018 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 18335 98925 SH SOLE 0 0 98925 VANGUARD WORLD FDS INF TECH ETF 92204A702 16775 51371 SH SOLE 0 0 51371 VANGUARD WORLD FDS UTILITIES ETF 92204A876 247 1621 SH SOLE 0 0 1621 VERIZON COMMUNICATIONS INC COM 92343V104 216 4265 SH SOLE 0 0 4265 WISDOMTREE TR EM EX ST-OWNED 97717X578 8692 303069 SH SOLE 0 0 303069 WISDOMTREE TR EMER MKT HIGH FD 97717W315 479 12945 SH SOLE 0 0 12945 WISDOMTREE TR INTL SMCAP DIV 97717W760 3115 53350 SH SOLE 0 0 53350