Financial Synergies Wealth Advisors, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationhouston, TX
- CIK0002017868
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
73 | $806.25M | IVV, VUG, VO, VTV | 13F-HR | Jan 27, 2025 | 000201786825000002 | ||
76 | $805.31M | IVV, VUG, VO, VTV | 13F-HR | Oct 7, 2024 | 000201786824000002 | ||
70 | $742.33M | IVV, VUG, VO, VTV | 13F-HR | Jul 23, 2024 | 000121465924012865 | ||
507 | $762.14M | IVV, VUG, VO, VTV | 13F-HR | Apr 12, 2024 | 000121465924006713 | ||
461 | $645.94M | IVV, VTV, VUG, DFCF | 13F-HR | Apr 4, 2024 | 000121465924006101 | ||
500 | $692.54M | IVV, VUG, VO, VTV | 13F-HR | Apr 4, 2024 | 000121465924006100 | ||
496 | $712.98M | IVV, VUG, VO, VTV | 13F-HR | Apr 4, 2024 | 000121465924006099 | ||
497 | $681.66M | IVV, VUG, VTV, VO | 13F-HR | Apr 4, 2024 | 000121465924006098 | ||
461 | $645.94M | IVV, VTV, VUG, DFCF | 13F-HR | Apr 4, 2024 | 000121465924006093 | ||
468 | $581.60M | IVV, VUG, VTV, DFCF | 13F-HR | Apr 4, 2024 | 000121465924006091 | ||
492 | $614.25M | IVV, VUG, VTV, DFCF | 13F-HR | Apr 4, 2024 | 000121465924006089 | ||
59 | $635.47M | IVV, VUG, VTV, VXF | 13F-HR | Apr 5, 2024 | 000121465924006200 | ||
67 | $730.05M | IVV, VUG, VTV, VXF | 13F-HR | Apr 5, 2024 | 000121465924006199 | ||
67 | $731.64M | IVV, VUG, VXF, VTV | 13F-HR | Apr 5, 2024 | 000121465924006198 | ||
64 | $732.91M | IVV, VUG, VXF, VTV | 13F-HR | Apr 5, 2024 | 000121465924006197 | ||
62 | $688.24M | IVV, VUG, VXF, VTV | 13F-HR | Apr 5, 2024 | 000121465924006196 | ||
56 | $642.73M | IVV, VUG, VXF, BNDX | 13F-HR | Apr 5, 2024 | 000121465924006195 | ||
60 | $390.51M | IVV, VB, VUG, VBR | 13F-HR | Apr 5, 2024 | 000121465924006194 | ||
52 | $295.30M | IVV, VB, VNQ, VBR | 13F-HR | Apr 5, 2024 | 000121465924006193 | ||
35 | $175.75M | VB, IVV, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006192 | ||
35 | $222.48M | VB, IVV, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006191 | ||
28 | $205.03M | IVV, VB, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006190 | ||
29 | $199.21M | VB, IVV, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006189 | ||
28 | $188.12M | VB, IVV, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006188 |