Portfolio (Quarterly)
Guide ↗
Elwood & Goetz Wealth Advisory Group, LLC
· CIK 0001752758| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BLOK | AMPLIFY ETF TR | — | 10,297 | $586K | 0.10% | SOLD |
| 2 | BX | BLACKSTONE INC | Financial Services | 2,443 | $377K | 0.07% | SOLD |
| 3 | IT | GARTNER INC | Technology | 1,344 | $339K | 0.06% | SOLD |
| 4 | RTX | RTX CORPORATION | Industrials | 1,759 | $323K | 0.06% | SOLD |
| 5 | VDC | VANGUARD WORLD FD | — | 1,437 | $304K | 0.05% | SOLD |
| 6 | COF | CAPITAL ONE FINL CORP | Financial Services | 980 | $238K | 0.04% | SOLD |
| 7 | — | ISHARES TR | — | 8,693 | $232K | 0.04% | SOLD |
| 8 | VYM | VANGUARD WHITEHALL FDS | — | 1,495 | $215K | 0.04% | SOLD |
| 9 | BLK | BLACKROCK INC | Financial Services | 200 | $214K | 0.04% | SOLD |
Sector Allocation
Technology
30.8%
Financial Services
18.8%
Consumer Cyclical
10.3%
Communication Services
9.5%
Industrials
9.0%
Consumer Defensive
7.1%
Healthcare
7.0%
Utilities
5.0%
Energy
1.7%
Basic Materials
0.8%