Financial Synergies Wealth Advisors, Inc.
Q4 2024 13F Holdings
- Locationhouston, TX
- Num holdings
73
- Value ($000)
$806,246
- Date Filed01/27/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $134.49M | 17 % | 228,460 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $102.85M | 13 % | 250,583 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $92.34M | 12 % | 349,608 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $83.13M | 10 % | 491,016 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $46.28M | 6 % | 882,022 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $42.61M | 5 % | 440,047 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $41.72M | 5 % | 872,536 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $34.43M | 4 % | 1,235,506 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $32.35M | 4 % | 619,447 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $19.73M | 2 % | 82,119 |
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