Financial Synergies Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0002017868
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 76 805,307 IVV, VUG, VO, VTV 13F-HR 10/7/2024 000201786824000002
Q2 2024 70 742,330 IVV, VUG, VO, VTV 13F-HR 7/23/2024 000121465924012865
Q1 2024 507 762,141 IVV, VUG, VO, VTV 13F-HR 4/12/2024 000121465924006713
Q4 2023 461 645,936 IVV, VTV, VUG, DIMENSIONAL ETF TRUST 13F-HR 4/4/2024 000121465924006101
Q3 2023 500 692,540 IVV, VUG, VO, VTV 13F-HR 4/4/2024 000121465924006100
Q2 2023 496 712,980 IVV, VUG, VO, VTV 13F-HR 4/4/2024 000121465924006099
Q1 2023 497 681,664 IVV, VUG, VTV, VO 13F-HR 4/4/2024 000121465924006098
Q4 2022 461 645,936 IVV, VTV, VUG, DIMENSIONAL ETF TRUST 13F-HR 4/4/2024 000121465924006093
Q3 2022 468 581,602 IVV, VUG, VTV, DIMENSIONAL ETF TRUST 13F-HR 4/4/2024 000121465924006091
Q2 2022 492 614,251 IVV, VUG, VTV, DIMENSIONAL ETF TRUST 13F-HR 4/4/2024 000121465924006089
Q1 2022 59 635,470 IVV, VUG, VTV, VXF 13F-HR 4/5/2024 000121465924006200
Q4 2021 67 730,050 IVV, VUG, VTV, VXF 13F-HR 4/5/2024 000121465924006199
Q3 2021 67 731,640 IVV, VUG, VXF, VTV 13F-HR 4/5/2024 000121465924006198
Q2 2021 64 732,913 IVV, VUG, VXF, VTV 13F-HR 4/5/2024 000121465924006197
Q1 2021 62 688,239 IVV, VUG, VXF, VTV 13F-HR 4/5/2024 000121465924006196
Q4 2020 56 642,729 IVV, VUG, VXF, BNDX 13F-HR 4/5/2024 000121465924006195
Q3 2020 60 390,513 IVV, VB, VUG, VBR 13F-HR 4/5/2024 000121465924006194
Q2 2020 52 295,302 IVV, VB, VNQ, VBR 13F-HR 4/5/2024 000121465924006193
Q1 2020 35 175,746 VB, IVV, VNQ, VEA 13F-HR 4/5/2024 000121465924006192
Q4 2019 35 222,480 VB, IVV, VNQ, VEA 13F-HR 4/5/2024 000121465924006191
Q3 2019 28 205,025 IVV, VB, VNQ, VEA 13F-HR 4/5/2024 000121465924006190
Q2 2019 29 199,209 VB, IVV, VNQ, VEA 13F-HR 4/5/2024 000121465924006189
Q1 2019 28 188,121 VB, IVV, VNQ, VEA 13F-HR 4/5/2024 000121465924006188