Financial Synergies Wealth Advisors, Inc.
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
81
- Value ($000)
$821,860
- Date Filed04/30/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $130.90M | 16 % | 232,957 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $95.29M | 12 % | 256,972 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $93.88M | 11 % | 363,016 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $87.42M | 11 % | 506,072 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $52.96M | 6 % | 898,509 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $45.76M | 6 % | 900,352 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $45.69M | 6 % | 456,868 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $34.58M | 4 % | 640,669 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $30.78M | 4 % | 1,229,324 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $18.54M | 2 % | 83,614 |
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