0001398344-20-000709.txt : 20200114
0001398344-20-000709.hdr.sgml : 20200114
20200114124355
ACCESSION NUMBER: 0001398344-20-000709
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200114
DATE AS OF CHANGE: 20200114
EFFECTIVENESS DATE: 20200114
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: 20525523
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
12-31-2019
12-31-2019
false
Elwood & Goetz Wealth Advisory Group, LLC
687 S. MILLEDGE AVE
ATHENS
GA
30605
13F HOLDINGS REPORT
028-19047
N
Lindsay Elwood
Managing Partner + Compliance Officer
706-548-1025
/s/ Lindsay Elwood
Athens
GA
01-13-2020
0
30
139341
INFORMATION TABLE
2
fp0049650_13fhr-table.xml
13F INFORMATION TABLE
AT&T INC
COM
00206R102
436
11151
SH
SOLE
0
0
11151
APPLE INC
COM
037833100
483
1644
SH
SOLE
0
0
1644
EXXON MOBIL CORP
COM
30231G102
280
4018
SH
SOLE
0
0
4018
GLOBAL PMTS INC
COM
37940X102
377
2067
SH
SOLE
0
0
2067
HOME DEPOT INC
COM
437076102
340
1556
SH
SOLE
0
0
1556
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
204
5965
SH
SOLE
0
0
5965
ISHARES TR
CORE S&P500 ETF
464287200
1016
3142
SH
SOLE
0
0
3142
ISHARES TR
CORE US AGGBD ET
464287226
17521
155925
SH
SOLE
0
0
155925
ISHARES TR
MSCI EAFE ETF
464287465
318
4585
SH
SOLE
0
0
4585
ISHARES TR
CORE S&P SCP ETF
464287804
14752
175927
SH
SOLE
0
0
175927
ISHARES TR
IBOXX HI YD ETF
464288513
334
3801
SH
SOLE
0
0
3801
PIMCO ETF TR
ACTIVE BD ETF
72201R775
16542
153434
SH
SOLE
0
0
153434
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
690
8975
SH
SOLE
0
0
8975
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
1734
28836
SH
SOLE
0
0
28836
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
10274
170800
SH
SOLE
0
0
170800
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
482
6368
SH
SOLE
0
0
6368
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
517
18875
SH
SOLE
0
0
18875
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
3918
67641
SH
SOLE
0
0
67641
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
2108
62678
SH
SOLE
0
0
62678
3M CO
COM
88579Y101
301
1708
SH
SOLE
0
0
1708
VANGUARD STAR FD
VG TL INTL STK F
921909768
19081
342628
SH
SOLE
0
0
342628
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
751
17049
SH
SOLE
0
0
17049
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
21802
442404
SH
SOLE
0
0
442404
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3666
39509
SH
SOLE
0
0
39509
VANGUARD INDEX FDS
MID CAP ETF
922908629
1379
7741
SH
SOLE
0
0
7741
VANGUARD INDEX FDS
GROWTH ETF
922908736
381
2089
SH
SOLE
0
0
2089
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
12847
78517
SH
SOLE
0
0
78517
VERIZON COMMUNICATIONS INC
COM
92343V104
262
4265
SH
SOLE
0
0
4265
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
3743
81782
SH
SOLE
0
0
81782
WISDOMTREE TR
INTL SMCAP DIV
97717W760
2802
39406
SH
SOLE
0
0
39406