Financial Synergies Wealth Advisors
$1.0B Assets Reported
116 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 232,491 | $152M | 14.5% |
| VUG | VANGUARD INDEX FDS | 259,256 | $113M | 10.8% |
| VO | VANGUARD INDEX FDS | 387,226 | $111M | 10.6% |
| VTV | VANGUARD INDEX FDS | 542,399 | $106M | 10.2% |
| EFV | ISHARES TR | 899,157 | $67M | 6.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 911,468 | $58M | 5.6% |
| EFG | ISHARES TR | 486,256 | $54M | 5.2% |
| IEMG | ISHARES INC | 654,368 | $46M | 4.4% |
| SCHG | SCHWAB STRATEGIC TR | 1,240,245 | $36M | 3.4% |
| VONV | VANGUARD SCOTTSDALE FDS | 218,377 | $20M | 2.0% |
Track Financial Synergies Wealth Advisors's 13F portfolio: $1.0B in reported holdings, 116 positions. Top holdings, AUM, and quarterly changes on SentiSense.