Financial Synergies Wealth Advisors, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationhouston, TX
- CIK0002017868
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
81 | $821.86 M | IVV, VUG, VO, VTV | 13F-HR | Apr 30, 2025 | 000201786825000007 | ||
73 | $806.25 M | IVV, VUG, VO, VTV | 13F-HR | Jan 27, 2025 | 000201786825000002 | ||
76 | $805.31 M | IVV, VUG, VO, VTV | 13F-HR | Oct 7, 2024 | 000201786824000002 | ||
70 | $742.33 M | IVV, VUG, VO, VTV | 13F-HR | Jul 23, 2024 | 000121465924012865 | ||
507 | $762.14 M | IVV, VUG, VO, VTV | 13F-HR | Apr 12, 2024 | 000121465924006713 | ||
461 | $645.94 M | IVV, VTV, VUG, DFCF | 13F-HR | Apr 4, 2024 | 000121465924006101 | ||
500 | $692.54 M | IVV, VUG, VO, VTV | 13F-HR | Apr 4, 2024 | 000121465924006100 | ||
496 | $712.98 M | IVV, VUG, VO, VTV | 13F-HR | Apr 4, 2024 | 000121465924006099 | ||
497 | $681.66 M | IVV, VUG, VTV, VO | 13F-HR | Apr 4, 2024 | 000121465924006098 | ||
461 | $645.94 M | IVV, VTV, VUG, DFCF | 13F-HR | Apr 4, 2024 | 000121465924006093 | ||
468 | $581.60 M | IVV, VUG, VTV, DFCF | 13F-HR | Apr 4, 2024 | 000121465924006091 | ||
492 | $614.25 M | IVV, VUG, VTV, DFCF | 13F-HR | Apr 4, 2024 | 000121465924006089 | ||
59 | $635.47 M | IVV, VUG, VTV, VXF | 13F-HR | Apr 5, 2024 | 000121465924006200 | ||
67 | $730.05 M | IVV, VUG, VTV, VXF | 13F-HR | Apr 5, 2024 | 000121465924006199 | ||
67 | $731.64 M | IVV, VUG, VXF, VTV | 13F-HR | Apr 5, 2024 | 000121465924006198 | ||
64 | $732.91 M | IVV, VUG, VXF, VTV | 13F-HR | Apr 5, 2024 | 000121465924006197 | ||
62 | $688.24 M | IVV, VUG, VXF, VTV | 13F-HR | Apr 5, 2024 | 000121465924006196 | ||
56 | $642.73 M | IVV, VUG, VXF, BNDX | 13F-HR | Apr 5, 2024 | 000121465924006195 | ||
60 | $390.51 M | IVV, VB, VUG, VBR | 13F-HR | Apr 5, 2024 | 000121465924006194 | ||
52 | $295.30 M | IVV, VB, VNQ, VBR | 13F-HR | Apr 5, 2024 | 000121465924006193 | ||
35 | $175.75 M | VB, IVV, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006192 | ||
35 | $222.48 M | VB, IVV, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006191 | ||
28 | $205.03 M | IVV, VB, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006190 | ||
29 | $199.21 M | VB, IVV, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006189 | ||
28 | $188.12 M | VB, IVV, VNQ, VEA | 13F-HR | Apr 5, 2024 | 000121465924006188 |