Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELWOOD & GOETZ WEALTH ADVISORY GROUP LLC | 01-18-2024 | 12-31-2023 | 82 | 473,179,601 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 51 | $522,120 | 21,602 | 0.00 | 0.00 | 1,377 | 6.81 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 52 | $500,377 | 1,104 | 0.00 | 0.00 | 17 | 1.56 | 12-31-2023 |
| ISHARES TR | US CONSM STAPLES | 53 | $477,166 | 2,489 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 54 | $463,062 | 18,679 | 0.00 | 0.00 | -202 | -1.07 | 12-31-2023 |
