Elwood & Goetz Wealth Advisory Group, LLC 13F 持仓 · 2026年Q2
Elwood & Goetz Wealth Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 148 只证券，申报市值合计 6.76 亿美元。前几大持仓：VEA（15.61%）、VOO（15.20%）、VGT（7.90%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $105.5M | 15.61% | 1.5M | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $102.8M | 15.20% | 149,633 | 增持 |
| 3 | VGT | VANGUARD WORLD FD | $53.4M | 7.90% | 446,871 | 增持 |
| 4 | AVSC | AMERICAN CENTY ETF TR | $50.4M | 7.46% | 687,210 | 增持 |
| 5 | DFAR | DIMENSIONAL ETF TRUST | $47.0M | 6.95% | 1.8M | 减持 |
| 6 | AVMC | AMERICAN CENTY ETF TR | $35.4M | 5.24% | 441,006 | 增持 |
| 7 | ICSH | ISHARES TR | $21.9M | 3.24% | 432,906 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $21.8M | 3.23% | 58,985 | 增持 |
| 9 | FRDM | EA SERIES TRUST | $20.3M | 3.01% | 278,890 | 新建仓 |
| 10 | NFLT | ETFIS SER TR I | $17.6M | 2.60% | 765,724 | 减持 |
| 11 | SCHF | SCHWAB STRATEGIC TR | $14.1M | 2.08% | 508,004 | 减持 |
| 12 | SCHM | SCHWAB STRATEGIC TR | $12.7M | 1.88% | 344,437 | 减持 |
| 13 | VXUS | VANGUARD STAR FDS | $11.4M | 1.69% | 133,266 | 增持 |
| 14 | XSOE | WISDOMTREE TR | $9.6M | 1.42% | 194,788 | 减持 |
| 15 | IJR | ISHARES TR | $8.7M | 1.29% | 58,719 | 减持 |
| 16 | SCHA | SCHWAB STRATEGIC TR | $8.7M | 1.28% | 239,633 | 减持 |
| 17 | VO | VANGUARD INDEX FDS | $8.6M | 1.28% | 107,137 | 增持 |
| 18 | AAPL | APPLE INC | $6.6M | 0.98% | 22,873 | 增持 |
| 19 | IYW | ISHARES TR | $5.5M | 0.81% | 21,828 | 增持 |
| 20 | DLS | WISDOMTREE TR | $4.8M | 0.70% | 56,877 | 增持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 0.68% | 6,147 | 增持 |
| 22 | VNQ | VANGUARD INDEX FDS | $4.2M | 0.62% | 43,304 | 减持 |
| 23 | IVV | ISHARES TR | $4.1M | 0.61% | 5,486 | 增持 |
| 24 | VB | VANGUARD INDEX FDS | $3.7M | 0.55% | 12,203 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $3.4M | 0.50% | 9,006 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR