0001398344-21-014411.txt : 20210715 0001398344-21-014411.hdr.sgml : 20210715 20210715144450 ACCESSION NUMBER: 0001398344-21-014411 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210715 DATE AS OF CHANGE: 20210715 EFFECTIVENESS DATE: 20210715 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: 211092454 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 06-30-2021 06-30-2021 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 07-15-2021 0 48 266090 INFORMATION TABLE 2 fp0067314_13fhr-table.xml 13F INFORMATION TABLE ISHARES TR CORE S&P MCP ETF 464287507 812 3021 SH SOLE 0 0 3021 ISHARES TR S&P MC 400VL ETF 464287705 638 6059 SH SOLE 0 0 6059 ISHARES TR CORE S&P SCP ETF 464287804 22490 199065 SH SOLE 0 0 199065 ISHARES TR CORE S&P500 ETF 464287200 912 2120 SH SOLE 0 0 2120 SPDR S&P 500 ETF TR TR UNIT 78462F103 520 1215 SH SOLE 0 0 1215 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 559 2013 SH SOLE 0 0 2013 ABBOTT LABS COM 002824100 236 2033 SH SOLE 0 0 2033 MICROSOFT CORP COM 594918104 680 2509 SH SOLE 0 0 2509 AT&T INC COM 00206R102 317 11031 SH SOLE 0 0 11031 COCA COLA CO COM 191216100 284 5253 SH SOLE 0 0 5253 VERIZON COMMUNICATIONS INC COM 92343V104 239 4265 SH SOLE 0 0 4265 HOME DEPOT INC COM 437076102 537 1685 SH SOLE 0 0 1685 GLOBAL PMTS INC COM 37940X102 322 1716 SH SOLE 0 0 1716 3M CO COM 88579Y101 339 1708 SH SOLE 0 0 1708 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14094 63254 SH SOLE 0 0 63254 NEXTERA ENERGY INC COM 65339F101 336 4580 SH SOLE 0 0 4580 APPLE INC COM 037833100 1045 7629 SH SOLE 0 0 7629 ISHARES TR CORE US AGGBD ET 464287226 37681 326722 SH SOLE 0 0 326722 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 339 3635 SH SOLE 0 0 3635 VANGUARD INDEX FDS MID CAP ETF 922908629 2709 11415 SH SOLE 0 0 11415 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7687 75516 SH SOLE 0 0 75516 VANGUARD INDEX FDS SMALL CP ETF 922908751 2369 10518 SH SOLE 0 0 10518 VANGUARD INDEX FDS GROWTH ETF 922908736 577 2013 SH SOLE 0 0 2013 VANGUARD WORLD FDS UTILITIES ETF 92204A876 265 1910 SH SOLE 0 0 1910 VANGUARD WORLD FDS INF TECH ETF 92204A702 30039 75330 SH SOLE 0 0 75330 WISDOMTREE TR INTL SMCAP DIV 97717W760 3687 49371 SH SOLE 0 0 49371 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 310 4896 SH SOLE 0 0 4896 ISHARES TR IBOXX HI YD ETF 464288513 1579 17934 SH SOLE 0 0 17934 WISDOMTREE TR EMER MKT HIGH FD 97717W315 602 13174 SH SOLE 0 0 13174 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 33248 645343 SH SOLE 0 0 645343 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 204 2279 SH SOLE 0 0 2279 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 704 6750 SH SOLE 0 0 6750 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1418 35948 SH SOLE 0 0 35948 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 663 6367 SH SOLE 0 0 6367 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 641 19499 SH SOLE 0 0 19499 TESLA INC COM 88160R101 352 518 SH SOLE 0 0 518 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4090 10393 SH SOLE 0 0 10393 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 18374 234754 SH SOLE 0 0 234754 VANGUARD STAR FDS VG TL INTL STK F 921909768 7598 115675 SH SOLE 0 0 115675 PIMCO ETF TR ACTIVE BD ETF 72201R775 24359 219529 SH SOLE 0 0 219529 ISHARES INC MSCI GBL ETF NEW 46434G848 535 11848 SH SOLE 0 0 11848 ISHARES TR CORE MSCI EAFE 46432F842 239 3196 SH SOLE 0 0 3196 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 27696 528450 SH SOLE 0 0 528450 WISDOMTREE TR EM EX ST-OWNED 97717X578 9589 227924 SH SOLE 0 0 227924 SPDR SER TR PRTFLO S&P500 HI 78468R788 464 11573 SH SOLE 0 0 11573 ISHARES TR ESG AW MSCI EAFE 46435G516 1191 15075 SH SOLE 0 0 15075 ISHARES TR ESG AWR US AGRGT 46435U549 2169 39215 SH SOLE 0 0 39215 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 352 13056 SH SOLE 0 0 13056