StockDriftsStockDriftsTop 50 Elwood & Goetz Wealth Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 15.21% | 1.40M | $89.6M | +0.11%(+1.60K) | $45.09(+56.66%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 13.98% | 137.9K | $82.4M | +1.65%(+2.24K) | $384.31(+77.57%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 10.15% | 2.53M | $59.8M | +6.47%(+153.78K) | $21.97(+17.44%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 7.24% | 684.2K | $42.6M | +7.47%(+47.54K) | $47.95(+40.02%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 6.46% | 54.6K | $38.1M | +4.53%(+2.37K) | $45.50(+149.33%) | 2026-03-31 | |
| AVMC | AMERICAN CENTY ETF TR | 5.14% | 419.6K | $30.3M | +6.49%(+25.56K) | $68.05(+13.54%) | 2026-03-31 | |
| XSOE | WISDOMTREE TR | 4.21% | 619.1K | $24.8M | +1.79%(+10.86K) | $31.99(+49.61%) | 2026-03-31 | |
| ICSH | ISHARES TR | 3.5% | 407.4K | $20.6M | -7.36%(-32.37K) | $50.67(-0.29%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.1% | 56.9K | $18.2M | +8.17%(+4.29K) | $155.22(+134.96%) | 2026-03-31 | |
| NFLT | ETFIS SER TR I | 3.05% | 788.7K | $17.9M | +19.87%(+130.75K) | $22.63(+1.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.53% | +35.04% |
| Top 20 Holdings Unweighted | +9.87% | +32.62% |
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