Elwood & Goetz Wealth Advisory Group, LLC
ATHENS GA · SEC CIK 0001752758
$5.89亿2026Q1 申报市值
138持仓数
72.0%前十大占比 · 第一大 15.2%
10 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DIMENSIONAL ETF 加仓+$363.68万
NFLT 加仓+$297.45万
AVSC 加仓+$296.20万
AVMC 加仓+$184.62万
VGT 加仓+$165.08万
2026Q1 卖出最多 按季末市值估算
ICSH 减仓-$163.86万
BLOK 清仓-$58.58万
VNQ 减仓-$49.98万
HYG 减仓-$40.81万
BX 清仓-$37.66万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $96.63万 | 0.16% | 1,364 | -162 | -10.6% | -$11.48万 | 减仓 |
| WMT | WALMART INC | $98.95万 | 0.17% | 7,962 | 429 | 5.7% | $5.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $102.63万 | 0.17% | 4,198 | 828 | 24.6% | $20.24万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $104.05万 | 0.18% | 48,420 | 25,869 | 114.7% | $55.59万 | 加仓 |
| V | VISA INC | $121.84万 | 0.21% | 4,031 | 1,901 | 89.2% | $57.46万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $122.19万 | 0.21% | 48,683 | 153 | 0.3% | $3,840 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $124.25万 | 0.21% | 1,247 | 34 | 2.8% | $3.39万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $125.33万 | 0.21% | 24,178 | 1 | 0.0% | $52 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $129.75万 | 0.22% | 4,411 | -9 | -0.2% | -$2,647 | 减仓 |
| HD | HOME DEPOT INC | $134.25万 | 0.23% | 4,082 | 58 | 1.4% | $1.91万 | 加仓 |
| ESGD | ISHARES TR | $136.70万 | 0.23% | 14,296 | -86 | -0.6% | -$8,223 | 减仓 |
| GOOG | ALPHABET INC | $152.52万 | 0.26% | 5,317 | -246 | -4.4% | -$7.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $153.33万 | 0.26% | 16,508 | 322 | 2.0% | $2.99万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $155.50万 | 0.26% | 46,185 | 461 | 1.0% | $1.55万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $165.55万 | 0.28% | 12,457 | 1,438 | 13.1% | $19.11万 | 加仓 |
| USHY | ISHARES TR | $167.14万 | 0.28% | 45,369 | 35,660 | 367.3% | $131.37万 | 加仓 |
| GOOGL | ALPHABET INC | $178.34万 | 0.30% | 6,202 | 339 | 5.8% | $9.75万 | 加仓 |
| IJH | ISHARES TR | $181.98万 | 0.31% | 26,948 | -1,200 | -4.3% | -$8.10万 | 减仓 |
| AMZN | AMAZON COM INC | $219.83万 | 0.37% | 10,555 | 1,013 | 10.6% | $21.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $243.00万 | 0.41% | 13,933 | 1,036 | 8.0% | $18.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $272.76万 | 0.46% | 5,692 | 16 | 0.3% | $7,667 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $281.33万 | 0.48% | 59,973 | 33 | 0.1% | $1,548 | 加仓 |
| VB | VANGUARD INDEX FDS | $311.27万 | 0.53% | 11,884 | -225 | -1.9% | -$5.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $344.35万 | 0.58% | 9,303 | 37 | 0.4% | $1.37万 | 加仓 |
| IVV | ISHARES TR | $347.20万 | 0.59% | 5,315 | -108 | -2.0% | -$7.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $374.31万 | 0.64% | 5,756 | 917 | 19.0% | $59.63万 | 加仓 |
| IYW | ISHARES TR | $393.08万 | 0.67% | 21,667 | 4,700 | 27.7% | $85.27万 | 加仓 |
| HYG | ISHARES TR | $434.04万 | 0.74% | 54,555 | -5,130 | -8.6% | -$40.81万 | 减仓 |
| DLS | WISDOMTREE TR | $460.58万 | 0.78% | 56,513 | -682 | -1.2% | -$5.56万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $484.13万 | 0.82% | 54,581 | -5,635 | -9.4% | -$49.98万 | 减仓 |
| AAPL | APPLE INC | $563.96万 | 0.96% | 22,221 | 1,372 | 6.6% | $34.82万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $708.77万 | 1.20% | 243,731 | -8,171 | -3.2% | -$23.76万 | 减仓 |
| IJR | ISHARES TR | $745.14万 | 1.26% | 59,942 | 628 | 1.1% | $7.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $762.39万 | 1.29% | 26,547 | -520 | -1.9% | -$14.93万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,017.29万 | 1.73% | 131,927 | -2,498 | -1.9% | -$19.26万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,070.43万 | 1.82% | 345,745 | -928 | -0.3% | -$2.87万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,263.99万 | 2.15% | 510,702 | 58,917 | 13.0% | $145.82万 | 加仓 |
| NFLT | ETFIS SER TR I | $1,794.39万 | 3.05% | 788,741 | 130,746 | 19.9% | $297.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,824.16万 | 3.10% | 56,861 | 4,293 | 8.2% | $137.72万 | 加仓 |
| ICSH | ISHARES TR | $2,062.48万 | 3.50% | 407,444 | -32,371 | -7.4% | -$163.86万 | 减仓 |
| XSOE | WISDOMTREE TR | $2,482.49万 | 4.21% | 619,075 | 10,861 | 1.8% | $43.55万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $3,031.00万 | 5.14% | 419,573 | 25,556 | 6.5% | $184.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,807.89万 | 6.46% | 54,576 | 2,366 | 4.5% | $165.08万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $4,262.65万 | 7.24% | 684,213 | 47,544 | 7.5% | $296.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,982.03万 | 10.15% | 2,529,398 | 153,777 | 6.5% | $363.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,238.21万 | 13.98% | 137,866 | 2,240 | 1.7% | $133.85万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,960.72万 | 15.21% | 1,398,364 | 1,597 | 0.1% | $10.23万 | 加仓 |