0001398344-20-020013.txt : 20201013 0001398344-20-020013.hdr.sgml : 20201013 20201013163631 ACCESSION NUMBER: 0001398344-20-020013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201013 DATE AS OF CHANGE: 20201013 EFFECTIVENESS DATE: 20201013 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: 201236759 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 09-30-2020 09-30-2020 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 10-12-2020 0 40 185504 INFORMATION TABLE 2 fp0058511_13fhr-table.xml 13F INFORMATION TABLE AT&T INC COM 00206R102 314 11023 SH SOLE 0 0 11023 APPLE INC COM 037833100 715 6176 SH SOLE 0 0 6176 COCA COLA CO COM 191216100 220 4455 SH SOLE 0 0 4455 GLOBAL PMTS INC COM 37940X102 347 1954 SH SOLE 0 0 1954 HOME DEPOT INC COM 437076102 450 1619 SH SOLE 0 0 1619 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 277 4555 SH SOLE 0 0 4555 ISHARES TR CORE S&P500 ETF 464287200 692 2058 SH SOLE 0 0 2058 ISHARES TR CORE US AGGBD ET 464287226 26287 222657 SH SOLE 0 0 222657 ISHARES TR CORE S&P MCP ETF 464287507 492 2655 SH SOLE 0 0 2655 ISHARES TR S&P MC 400VL ETF 464287705 430 3192 SH SOLE 0 0 3192 ISHARES TR CORE S&P SCP ETF 464287804 14939 212715 SH SOLE 0 0 212715 ISHARES TR IBOXX HI YD ETF 464288513 956 11392 SH SOLE 0 0 11392 ISHARES INC MSCI GBL ETF NEW 46434G848 339 12647 SH SOLE 0 0 12647 ISHARES TR ESG AWR US AGRGT 46435U549 324 5739 SH SOLE 0 0 5739 MASTERCARD INCORPORATED CL A 57636Q104 209 617 SH SOLE 0 0 617 PIMCO ETF TR ACTIVE BD ETF 72201R775 18429 163915 SH SOLE 0 0 163915 SPDR S&P 500 ETF TR TR UNIT 78462F103 415 1239 SH SOLE 0 0 1239 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 567 7117 SH SOLE 0 0 7117 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11836 213347 SH SOLE 0 0 213347 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 474 6939 SH SOLE 0 0 6939 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 547 20457 SH SOLE 0 0 20457 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1208 38478 SH SOLE 0 0 38478 TESLA INC COM 88160R101 224 522 SH SOLE 0 0 522 3M CO COM 88579Y101 274 1708 SH SOLE 0 0 1708 VANGUARD STAR FDS VG TL INTL STK F 921909768 6942 133060 SH SOLE 0 0 133060 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 21815 533368 SH SOLE 0 0 533368 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 21704 425399 SH SOLE 0 0 425399 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 247 4896 SH SOLE 0 0 4896 VANGUARD WORLD FDS INF TECH ETF 92204A702 21080 67683 SH SOLE 0 0 67683 VANGUARD WORLD FDS UTILITIES ETF 92204A876 219 1699 SH SOLE 0 0 1699 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2241 7284 SH SOLE 0 0 7284 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4517 57205 SH SOLE 0 0 57205 VANGUARD INDEX FDS MID CAP ETF 922908629 2258 12812 SH SOLE 0 0 12812 VANGUARD INDEX FDS GROWTH ETF 922908736 458 2013 SH SOLE 0 0 2013 VANGUARD INDEX FDS SMALL CP ETF 922908751 1867 12142 SH SOLE 0 0 12142 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11784 69192 SH SOLE 0 0 69192 VERIZON COMMUNICATIONS INC COM 92343V104 254 4265 SH SOLE 0 0 4265 WISDOMTREE TR EMER MKT HIGH FD 97717W315 740 21004 SH SOLE 0 0 21004 WISDOMTREE TR INTL SMCAP DIV 97717W760 2801 46768 SH SOLE 0 0 46768 WISDOMTREE TR EM EX ST-OWNED 97717X578 5612 166669 SH SOLE 0 0 166669