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