0001398344-22-007487.txt : 20220415 0001398344-22-007487.hdr.sgml : 20220415 20220415143833 ACCESSION NUMBER: 0001398344-22-007487 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220415 DATE AS OF CHANGE: 20220415 EFFECTIVENESS DATE: 20220415 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: 22829726 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 03-31-2022 03-31-2022 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 04-15-2022 0 64 322358 INFORMATION TABLE 2 fp0075179_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 254 1708 SH SOLE 0 0 1708 ABBOTT LABS COM 002824100 254 2150 SH SOLE 0 0 2150 APPLE INC COM 037833100 1391 7964 SH SOLE 0 0 7964 AT&T INC COM 00206R102 283 11984 SH SOLE 0 0 11984 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 710 2013 SH SOLE 0 0 2013 COCA COLA CO COM 191216100 323 5210 SH SOLE 0 0 5210 COMCAST CORP NEW CL A 20030N101 202 4316 SH SOLE 0 0 4316 EXXON MOBIL CORP COM 30231G102 231 2799 SH SOLE 0 0 2799 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 255 2068 SH SOLE 0 0 2068 HEXO CORP COM NEW 428304307 12 19598 SH SOLE 0 0 19598 HOME DEPOT INC COM 437076102 518 1730 SH SOLE 0 0 1730 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 428 6571 SH SOLE 0 0 6571 INVESCO QQQ TR UNIT SER 1 46090E103 264 728 SH SOLE 0 0 728 ISHARES INC ESG AWR MSCI EM 46434G863 648 17650 SH SOLE 0 0 17650 ISHARES INC MSCI GBL ETF NEW 46434G848 601 11738 SH SOLE 0 0 11738 ISHARES TR ESG AW MSCI EAFE 46435G516 2505 33981 SH SOLE 0 0 33981 ISHARES TR IBOXX HI YD ETF 464288513 2038 24766 SH SOLE 0 0 24766 ISHARES TR ESG AWARE MSCI 46435U663 308 8109 SH SOLE 0 0 8109 ISHARES TR ESG AWR US AGRGT 46435U549 6416 124250 SH SOLE 0 0 124250 ISHARES TR ESG SCRND S&P SM 46436E544 338 8921 SH SOLE 0 0 8921 ISHARES TR ESG SCRD S&P MID 46436E551 510 13948 SH SOLE 0 0 13948 ISHARES TR CORE S&P MCP ETF 464287507 810 3017 SH SOLE 0 0 3017 ISHARES TR S&P MC 400VL ETF 464287705 669 6104 SH SOLE 0 0 6104 ISHARES TR CORE S&P SCP ETF 464287804 25206 233653 SH SOLE 0 0 233653 ISHARES TR CORE S&P500 ETF 464287200 922 2031 SH SOLE 0 0 2031 ISHARES TR GLB CNSM STP ETF 464288737 902 14520 SH SOLE 0 0 14520 ISHARES TR CORE US AGGBD ET 464287226 25783 240738 SH SOLE 0 0 240738 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 454 9034 SH SOLE 0 0 9034 MICROSOFT CORP COM 594918104 997 3232 SH SOLE 0 0 3232 NEXTERA ENERGY INC COM 65339F101 383 4520 SH SOLE 0 0 4520 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 33874 347321 SH SOLE 0 0 347321 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 20663 272387 SH SOLE 0 0 272387 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 684 12809 SH SOLE 0 0 12809 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1644 44784 SH SOLE 0 0 44784 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 597 12609 SH SOLE 0 0 12609 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 560 20171 SH SOLE 0 0 20171 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 353 2218 SH SOLE 0 0 2218 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 522 6882 SH SOLE 0 0 6882 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2103 11370 SH SOLE 0 0 11370 SOUTHERN CO COM 842587107 343 4734 SH SOLE 0 0 4734 SPDR S&P 500 ETF TR TR UNIT 78462F103 757 1677 SH SOLE 0 0 1677 SPDR SER TR PRTFLO S&P500 HI 78468R788 509 11573 SH SOLE 0 0 11573 TESLA INC COM 88160R101 555 515 SH SOLE 0 0 515 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 423 5317 SH SOLE 0 0 5317 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7038 16951 SH SOLE 0 0 16951 VANGUARD INDEX FDS TOTAL STK MKT 922908769 13081 57454 SH SOLE 0 0 57454 VANGUARD INDEX FDS MID CAP ETF 922908629 2799 11767 SH SOLE 0 0 11767 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8540 78803 SH SOLE 0 0 78803 VANGUARD INDEX FDS SMALL CP ETF 922908751 2278 10717 SH SOLE 0 0 10717 VANGUARD INDEX FDS GROWTH ETF 922908736 578 2008 SH SOLE 0 0 2008 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 202 4375 SH SOLE 0 0 4375 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 282 4896 SH SOLE 0 0 4896 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 33310 650452 SH SOLE 0 0 650452 VANGUARD STAR FDS VG TL INTL STK F 921909768 8631 144482 SH SOLE 0 0 144482 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 37572 782253 SH SOLE 0 0 782253 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 23601 120470 SH SOLE 0 0 120470 VANGUARD WORLD FDS UTILITIES ETF 92204A876 309 1910 SH SOLE 0 0 1910 VANGUARD WORLD FDS INF TECH ETF 92204A702 22724 54562 SH SOLE 0 0 54562 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 8215 26914 SH SOLE 0 0 26914 VERIZON COMMUNICATIONS INC COM 92343V104 243 4765 SH SOLE 0 0 4765 WALMART INC COM 931142103 221 1487 SH SOLE 0 0 1487 WISDOMTREE TR INTL SMCAP DIV 97717W760 3866 56327 SH SOLE 0 0 56327 WISDOMTREE TR EMER MKT HIGH FD 97717W315 971 22179 SH SOLE 0 0 22179 WISDOMTREE TR EM EX ST-OWNED 97717X578 9695 296860 SH SOLE 0 0 296860