Financial Synergies Wealth Advisors, Inc.
Q2 2025 13F Holdings
- Locationhouston, TX
- Num holdings
90
- Value ($000)
$918,255
- Date Filed07/29/2025
- Form type13F-HR
- CIK0002017868
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $145.48 M | 16 % | 234,305 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $113.67 M | 12 % | 259,284 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $102.48 M | 11 % | 366,230 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $90.44 M | 10 % | 511,708 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $57.37 M | 6 % | 903,671 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $51.68 M | 6 % | 461,405 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $51.31 M | 6 % | 900,012 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $38.86 M | 4 % | 647,362 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $35.80 M | 4 % | 1,225,655 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $19.24 M | 2 % | 81,174 |
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