0001085146-22-003634.txt : 20221028 0001085146-22-003634.hdr.sgml : 20221028 20221028062921 ACCESSION NUMBER: 0001085146-22-003634 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221028 DATE AS OF CHANGE: 20221028 EFFECTIVENESS DATE: 20221028 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: 221338923 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 09-30-2022 09-30-2022 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 10-28-2022 0 61 296200 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 309 2730 SH SOLE 0 0 2730 APPLE INC COM 037833100 1055 7632 SH SOLE 0 0 7632 AT&T INC COM 00206R102 175 11434 SH SOLE 0 0 11434 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 516 1933 SH SOLE 0 0 1933 CANOPY GROWTH CORP COM 138035100 28 10189 SH SOLE 0 0 10189 COCA COLA CO COM 191216100 251 4479 SH SOLE 0 0 4479 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 225 4881 SH SOLE 0 0 4881 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 424 19063 SH SOLE 0 0 19063 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 357 17343 SH SOLE 0 0 17343 EXXON MOBIL CORP COM 30231G102 227 2599 SH SOLE 0 0 2599 HEXO CORP COM NEW 428304307 4 22263 SH SOLE 0 0 22263 HOME DEPOT INC COM 437076102 479 1735 SH SOLE 0 0 1735 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 311 6458 SH SOLE 0 0 6458 ISHARES INC MSCI GBL ETF NEW 46434G848 399 11738 SH SOLE 0 0 11738 ISHARES TR 0-5 YR TIPS ETF 46429B747 3903 40613 SH SOLE 0 0 40613 ISHARES TR CORE MSCI EAFE 46432F842 479 9091 SH SOLE 0 0 9091 ISHARES TR CORE S&P MCP ETF 464287507 926 4225 SH SOLE 0 0 4225 ISHARES TR CORE S&P SCP ETF 464287804 20084 230344 SH SOLE 0 0 230344 ISHARES TR CORE S&P500 ETF 464287200 768 2142 SH SOLE 0 0 2142 ISHARES TR CORE US AGGBD ET 464287226 25180 261366 SH SOLE 0 0 261366 ISHARES TR ESG AW MSCI EAFE 46435G516 1390 24769 SH SOLE 0 0 24769 ISHARES TR ESG AWARE MSCI 46435U663 250 8155 SH SOLE 0 0 8155 ISHARES TR ESG AWR US AGRGT 46435U549 1729 37221 SH SOLE 0 0 37221 ISHARES TR IBOXX HI YD ETF 464288513 2531 35456 SH SOLE 0 0 35456 ISHARES TR S&P MC 400VL ETF 464287705 549 6104 SH SOLE 0 0 6104 ISHARES TR U.S. TECH ETF 464287721 2146 29245 SH SOLE 0 0 29245 MICROSOFT CORP COM 594918104 727 3120 SH SOLE 0 0 3120 NEXTERA ENERGY INC COM 65339F101 356 4537 SH SOLE 0 0 4537 PIMCO ETF TR ACTIVE BD ETF 72201R775 3665 40846 SH SOLE 0 0 40846 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 29998 316730 SH SOLE 0 0 316730 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 427 19041 SH SOLE 0 0 19041 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4618 164157 SH SOLE 0 0 164157 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 539 12842 SH SOLE 0 0 12842 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 15960 263672 SH SOLE 0 0 263672 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3469 91783 SH SOLE 0 0 91783 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2467 17320 SH SOLE 0 0 17320 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5284 79191 SH SOLE 0 0 79191 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 458 3852 SH SOLE 0 0 3852 SOUTHERN CO COM 842587107 278 4082 SH SOLE 0 0 4082 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1666 53661 SH SOLE 0 0 53661 SPDR S&P 500 ETF TR TR UNIT 78462F103 639 1790 SH SOLE 0 0 1790 SPDR SER TR PORTFOLIO SHORT 78464A474 7610 260445 SH SOLE 0 0 260445 SPDR SER TR PRTFLO S&P500 HI 78468R788 327 9221 SH SOLE 0 0 9221 TESLA INC COM 88160R101 400 1509 SH SOLE 0 0 1509 VANGUARD INDEX FDS GROWTH ETF 922908736 405 1893 SH SOLE 0 0 1893 VANGUARD INDEX FDS MID CAP ETF 922908629 5202 27675 SH SOLE 0 0 27675 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7203 89847 SH SOLE 0 0 89847 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10165 30963 SH SOLE 0 0 30963 VANGUARD INDEX FDS SMALL CP ETF 922908751 1737 10164 SH SOLE 0 0 10164 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9954 55466 SH SOLE 0 0 55466 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 226 5104 SH SOLE 0 0 5104 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29555 614317 SH SOLE 0 0 614317 VANGUARD STAR FDS VG TL INTL STK F 921909768 5043 110181 SH SOLE 0 0 110181 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 31829 875379 SH SOLE 0 0 875379 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 6393 27196 SH SOLE 0 0 27196 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 17114 99623 SH SOLE 0 0 99623 VANGUARD WORLD FDS INF TECH ETF 92204A702 16445 53502 SH SOLE 0 0 53502 VANGUARD WORLD FDS UTILITIES ETF 92204A876 216 1517 SH SOLE 0 0 1517 WISDOMTREE TR EM EX ST-OWNED 97717X578 7870 319658 SH SOLE 0 0 319658 WISDOMTREE TR EMER MKT HIGH FD 97717W315 383 11761 SH SOLE 0 0 11761 WISDOMTREE TR INTL SMCAP DIV 97717W760 2877 55938 SH SOLE 0 0 55938