0001398344-21-001195.txt : 20210122 0001398344-21-001195.hdr.sgml : 20210122 20210122110130 ACCESSION NUMBER: 0001398344-21-001195 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210122 DATE AS OF CHANGE: 20210122 EFFECTIVENESS DATE: 20210122 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: 21544422 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 12-31-2020 12-31-2020 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 01-21-2021 0 49 218962 INFORMATION TABLE 2 fp0061470_13fhr-table.xml 13F INFORMATION TABLE AT&T INC COM 00206R102 317 11024 SH SOLE 0 0 11024 ABBOTT LABS COM 002824100 219 2000 SH SOLE 0 0 2000 APPLE INC COM 037833100 1050 7916 SH SOLE 0 0 7916 COCA COLA CO COM 191216100 224 4085 SH SOLE 0 0 4085 GLOBAL PMTS INC COM 37940X102 370 1718 SH SOLE 0 0 1718 HOME DEPOT INC COM 437076102 430 1619 SH SOLE 0 0 1619 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 420 4060 SH SOLE 0 0 4060 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 204 1982 SH SOLE 0 0 1982 ISHARES TR CORE S&P500 ETF 464287200 786 2094 SH SOLE 0 0 2094 ISHARES TR CORE US AGGBD ET 464287226 29665 250998 SH SOLE 0 0 250998 ISHARES TR CORE S&P MCP ETF 464287507 638 2778 SH SOLE 0 0 2778 ISHARES TR S&P MC 400VL ETF 464287705 551 6384 SH SOLE 0 0 6384 ISHARES TR CORE S&P SCP ETF 464287804 18786 204415 SH SOLE 0 0 204415 ISHARES TR IBOXX HI YD ETF 464288513 1176 13471 SH SOLE 0 0 13471 ISHARES INC MSCI GBL ETF NEW 46434G848 384 10408 SH SOLE 0 0 10408 ISHARES TR ESG AW MSCI EAFE 46435G516 384 5257 SH SOLE 0 0 5257 ISHARES TR ESG AWR US AGRGT 46435U549 666 11772 SH SOLE 0 0 11772 JOHNSON & JOHNSON COM 478160104 303 1924 SH SOLE 0 0 1924 LOWES COS INC COM 548661107 225 1402 SH SOLE 0 0 1402 MASTERCARD INCORPORATED CL A 57636Q104 220 617 SH SOLE 0 0 617 MICROSOFT CORP COM 594918104 558 2509 SH SOLE 0 0 2509 NEXTERA ENERGY INC COM 65339F101 349 4520 SH SOLE 0 0 4520 PIMCO ETF TR ACTIVE BD ETF 72201R775 19752 174628 SH SOLE 0 0 174628 SPDR S&P 500 ETF TR TR UNIT 78462F103 469 1254 SH SOLE 0 0 1254 SPDR SER TR PRTFLO S&P500 HI 78468R788 381 11573 SH SOLE 0 0 11573 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 637 6997 SH SOLE 0 0 6997 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 14632 214614 SH SOLE 0 0 214614 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 614 6894 SH SOLE 0 0 6894 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 624 20352 SH SOLE 0 0 20352 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1368 37997 SH SOLE 0 0 37997 TESLA INC COM 88160R101 366 518 SH SOLE 0 0 518 THE TRADE DESK INC COM CL A 88339J105 300 375 SH SOLE 0 0 375 3M CO COM 88579Y101 299 1708 SH SOLE 0 0 1708 VANGUARD STAR FDS VG TL INTL STK F 921909768 7343 122050 SH SOLE 0 0 122050 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 27455 581560 SH SOLE 0 0 581560 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 23381 457561 SH SOLE 0 0 457561 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 286 4896 SH SOLE 0 0 4896 VANGUARD WORLD FDS INF TECH ETF 92204A702 24646 69664 SH SOLE 0 0 69664 VANGUARD WORLD FDS UTILITIES ETF 92204A876 237 1728 SH SOLE 0 0 1728 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2814 8187 SH SOLE 0 0 8187 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5072 59718 SH SOLE 0 0 59718 VANGUARD INDEX FDS MID CAP ETF 922908629 2565 12405 SH SOLE 0 0 12405 VANGUARD INDEX FDS GROWTH ETF 922908736 510 2014 SH SOLE 0 0 2014 VANGUARD INDEX FDS SMALL CP ETF 922908751 2307 11849 SH SOLE 0 0 11849 VANGUARD INDEX FDS TOTAL STK MKT 922908769 13111 67358 SH SOLE 0 0 67358 VERIZON COMMUNICATIONS INC COM 92343V104 251 4265 SH SOLE 0 0 4265 WISDOMTREE TR EMER MKT HIGH FD 97717W315 639 15531 SH SOLE 0 0 15531 WISDOMTREE TR INTL SMCAP DIV 97717W760 3419 50206 SH SOLE 0 0 50206 WISDOMTREE TR EM EX ST-OWNED 97717X578 7559 190543 SH SOLE 0 0 190543