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Size ($ in 1000's)
At 03/31/2024: $762,134
At 12/31/2023: $645,923
Financial Synergies Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Synergies Wealth Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Financial Synergies Wealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Financial Synergies Wealth Advisors Inc..
In the Financial Synergies Wealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Synergies Wealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Financial Synergies Wealth Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
231,180 |
-13,053 |
$121,538 | | IVV | 231,180 | -13,053 | $121,538 | | VANGUARD INDEX FDS (VUG) |
249,372 |
-28,242 |
$85,834 | | VUG | 249,372 | -28,242 | $85,834 | | VANGUARD INDEX FDS (VO) |
329,509 |
+168,307 |
$82,331 | | VO | 329,509 | +168,307 | $82,331 | | VANGUARD INDEX FDS (VTV) |
461,918 |
+7,131 |
$75,228 | | VTV | 461,918 | +7,131 | $75,228 | | ISHARES TR (EFV) |
813,258 |
-12,407 |
$44,241 | | EFV | 813,258 | -12,407 | $44,241 | | ISHARES TR (EFG) |
409,522 |
+18,725 |
$42,504 | | EFG | 409,522 | +18,725 | $42,504 | | VANGUARD TAX MANAGED FDS (VEA) |
804,862 |
+24,493 |
$40,380 | | VEA | 804,862 | +24,493 | $40,380 | | SCHWAB STRATEGIC TR |
324,580 |
+2,256 |
$30,095 | | SCHG | 324,580 | +2,256 | $30,095 | | ISHARES INC (IEMG) |
560,368 |
+98,680 |
$28,915 | | IEMG | 560,368 | +98,680 | $28,915 | | VANGUARD INDEX FDS (VB) |
94,083 |
-41,793 |
$21,506 | | VB | 94,083 | -41,793 | $21,506 | | VANGUARD SCOTTSDALE FDS (VONV) |
238,031 |
-23,285 |
$18,719 | | VONV | 238,031 | -23,285 | $18,719 | | DIMENSIONAL ETF TRUST (DFCF) |
315,591 |
-798,186 |
$13,239 | | DFCF | 315,591 | -798,186 | $13,239 | | VANGUARD INDEX FDS (VBR) |
67,303 |
-51,753 |
$12,914 | | VBR | 67,303 | -51,753 | $12,914 | | DIMENSIONAL ETF TRUST (DFUV) |
309,522 |
-46,834 |
$12,659 | | DFUV | 309,522 | -46,834 | $12,659 | | DIMENSIONAL ETF TRUST (DFAS) |
194,432 |
+185,337 |
$12,121 | | DFAS | 194,432 | +185,337 | $12,121 | | AMERICAN CENTY ETF TR (AVUV) |
122,279 |
+122,279 |
$11,459 | | AVUV | 122,279 | +122,279 | $11,459 | | SCHWAB STRATEGIC TR |
197,225 |
-13,340 |
$7,023 | | FNDF | 197,225 | -13,340 | $7,023 | | SCHWAB STRATEGIC TR |
97,921 |
-11,790 |
$6,077 | | SCHX | 97,921 | -11,790 | $6,077 | | SCHWAB STRATEGIC TR |
74,566 |
+4,617 |
$6,072 | | SCHM | 74,566 | +4,617 | $6,072 | | PIMCO ETF TR (MUNI) |
103,456 |
+21,191 |
$5,428 | | MUNI | 103,456 | +21,191 | $5,428 | | EXXON MOBIL CORP |
45,979 |
+23,744 |
$5,345 | | XOM | 45,979 | +23,744 | $5,345 | | ISHARES TR (IVE) |
28,474 |
+637 |
$5,319 | | IVE | 28,474 | +637 | $5,319 | | ISHARES TR (IEFA) |
68,850 |
-3,720 |
$5,110 | | IEFA | 68,850 | -3,720 | $5,110 | | VANGUARD INTL EQUITY INDEX F (VWO) |
104,680 |
+15,234 |
$4,372 | | VWO | 104,680 | +15,234 | $4,372 | | SPDR SER TR (SLYV) |
50,840 |
-105,636 |
$4,218 | | SLYV | 50,840 | -105,636 | $4,218 | | ISHARES TR (IWN) |
26,461 |
+674 |
$4,202 | | IWN | 26,461 | +674 | $4,202 | | ISHARES TR (EEM) |
84,838 |
-7,336 |
$3,485 | | EEM | 84,838 | -7,336 | $3,485 | | ISHARES TR (ISTB) |
65,282 |
-163,411 |
$3,097 | | ISTB | 65,282 | -163,411 | $3,097 | | VANGUARD INDEX FDS (VXF) |
16,109 |
-159,316 |
$2,824 | | VXF | 16,109 | -159,316 | $2,824 | | SPDR SER TR (SPSM) |
61,435 |
-209,126 |
$2,644 | | SPSM | 61,435 | -209,126 | $2,644 | | ISHARES TR (EFA) |
28,549 |
-3,728 |
$2,280 | | EFA | 28,549 | -3,728 | $2,280 | | DIMENSIONAL ETF TRUST (DFIV) |
58,479 |
+8,255 |
$2,149 | | DFIV | 58,479 | +8,255 | $2,149 | | SPDR S&P 500 ETF TR (SPY) |
4,080 |
-1,693 |
$2,134 | | SPY | 4,080 | -1,693 | $2,134 | | VANGUARD INDEX FDS (VOO) |
4,144 |
+656 |
$1,992 | | VOO | 4,144 | +656 | $1,992 | | ISHARES TR (IWM) |
9,388 |
-3,447 |
$1,974 | | IWM | 9,388 | -3,447 | $1,974 | | DIMENSIONAL ETF TRUST (DFAT) |
33,485 |
-8,644 |
$1,823 | | DFAT | 33,485 | -8,644 | $1,823 | | FIDELITY MERRIMACK STR TR |
39,274 |
+15,769 |
$1,780 | | FBND | 39,274 | +15,769 | $1,780 | | ISHARES TR (IJH) |
28,485 |
+20,430 |
$1,730 | | IJH | 28,485 | +20,430 | $1,730 | | ISHARES TR (IDEV) |
20,411 |
-1,128 |
$1,370 | | IDEV | 20,411 | -1,128 | $1,370 | | SCHWAB STRATEGIC TR |
17,830 |
+548 |
$1,202 | | FNDX | 17,830 | +548 | $1,202 | | MICROSOFT CORP |
2,601 |
+1,540 |
$1,094 | | MSFT | 2,601 | +1,540 | $1,094 | | DIMENSIONAL ETF TRUST (DFAC) |
31,448 |
+472 |
$1,005 | | DFAC | 31,448 | +472 | $1,005 | | APPLE INC |
5,332 |
-2,114 |
$914 | | AAPL | 5,332 | -2,114 | $914 | | MCDONALDS CORP |
2,999 |
+289 |
$846 | | MCD | 2,999 | +289 | $846 | | CHEVRON CORP NEW |
5,210 |
+2,425 |
$822 | | CVX | 5,210 | +2,425 | $822 | | ISHARES TR (USIG) |
14,887 |
+14,887 |
$756 | | USIG | 14,887 | +14,887 | $756 | | ISHARES TR (SCZ) |
11,016 |
-3,219 |
$698 | | SCZ | 11,016 | -3,219 | $698 | | AMAZON COM INC |
3,395 |
+53 |
$612 | | AMZN | 3,395 | +53 | $612 | | SCHWAB STRATEGIC TR |
12,251 |
-6,314 |
$603 | | SCHA | 12,251 | -6,314 | $603 | | VANGUARD INDEX FDS (VTI) |
2,285 |
-336 |
$594 | | VTI | 2,285 | -336 | $594 |
See Full List: All Stocks Held By Financial Synergies Wealth Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Synergies Wealth Advisors Inc.
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