Long-term investor
Elwood & Goetz Wealth Advisory Group, LLC @elwoodgoetzwealthadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001752758).
Record
- Tracked since 2025-06-30 (446 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +12.5% · 6 months n/a · 1 year +21.8% · all +21.8%
- Max drawdown n/a · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 15.6% · long · since 2025-06-30
- 922908363 · 15.2% · long · since 2025-06-30
- 92204A702 · 7.9% · long · since 2025-06-30
- 025072323 · 7.5% · long · since 2025-06-30
- 25434V823 · 6.9% · long · since 2025-06-30
- 025072125 · 5.2% · long · since 2025-06-30
- 46434V878 · 3.2% · long · since 2025-09-30
- 922908769 · 3.2% · long · since 2025-06-30
- 02072L607 · 3.0% · long · since 2026-06-30
- 26923G707 · 2.6% · long · since 2025-06-30
- 808524805 · 2.1% · long · since 2025-06-30
- 808524508 · 1.9% · long · since 2025-06-30