Filer Name: FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
CIK: 2017868
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 73
Portfolio Value: $0.81B

Financial Synergies Wealth Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 228,460 $134M 16.68% 0.3% -
VUG US VANGUARD GROWTH ETF 250,583 $103M 12.76% 0.3% -
VO US VANGUARD MID-CAP ETF 349,608 $92M 11.45% 1.3% -
VTV US VANGUARD VALUE ETF 491,016 $83M 10.31% 2.2% -
EFV US ISHARES MSCI EAFE VALUE ETF 882,022 $46M 5.74% 3.9% -
EFG US ISHARES MSCI EAFE GROWTH ETF 440,047 $43M 5.28% 3.1% -
VEA US VANGUARD FTSE DEVELOPED ETF 872,536 $42M 5.18% 4.0% -
SCHG US SCHWAB US LARGE-CAP GROWTH 1,235,506 $34M 4.27% 297.7% -
IEMG US ISHARES CORE MSCI EMERGING 619,447 $32M 4.01% 4.8% -
VB US VANGUARD SMALL-CAP ETF 82,119 $20M 2.45% -0.9% -
VONV US VANGUARD RUSSELL 1000 VALUE 227,261 $18M 2.29% -0.4% -
DFAS US DIMENSIONAL US SMALL CAP ETF 250,598 $16M 2.02% 2.4% -
AVUV US AVANTIS US SMALL CAP VALUE 159,193 $15M 1.91% 2.7% -
DFUV US DIMENSIONAL US MARKETWIDE VA 315,062 $13M 1.60% 0.3% -
VBR US VANGUARD SMALL-CAP VALUE ETF 60,472 $12M 1.49% -0.1% -
SCHX US SCHWAB US LARGE-CAP ETF 288,965 $7M 0.83% 199.0% -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 197,898 $7M 0.82% 2.5% -
SCHM US SCHWAB US MID CAP ETF 228,226 $6M 0.78% 207.4% -
IVE US ISHARES S&P 500 VALUE ETF 28,709 $5M 0.68% 0.6% -
MUNI US PIMCO INTERMEDIATE MUNICIPAL 104,902 $5M 0.67% 0.9% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us