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CIK: 0002017868
Total reported value
$1.2B
$1.2B
73 檔
38.9%
According to the latest 13F quarterly dataset, Financial Synergies Wealth Advisors, Inc. managed an equity portfolio of $1.2B at the end of Q4 2024, spanning 73 distinct U.S. exchange-listed positions.
During Q4 2024, Financial Synergies Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.68% | -0.03% | +0.35% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.76% | +0.26% | +0.28% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.45% | -0.18% | +1.34% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 10.31% | -0.51% | +2.15% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.74% | -0.69% | +3.95% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.28% | -0.11% | +3.14% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.18% | -0.32% | +4.00% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.27% | -0.06% | +297.74% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.01% | — | +4.77% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.45% | -0.01% | -0.87% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.29% | +0.01% | -0.36% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.02% | +0.03% | +2.40% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.91% | -0.04% | +2.74% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.60% | +0.02% | +0.28% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.49% | -0.02% | -0.15% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.83% | -0.03% | +198.98% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.82% | -0.06% | +2.54% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.78% | -0.01% | +207.38% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | +0.56% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.67% | -0.05% | +0.86% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.65% | -0.01% | +12.17% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.29% | -0.41% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.02% | +3.59% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.03% | +3.94% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.55% | +0.02% | +0.52% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.44% | +0.03% | +0.13% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.40% | — | -5.26% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.10% | +3.51% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.34% | -0.02% | +45.53% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.29% | -0.03% | -1.79% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.01% | +5.12% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.22% | +0.29% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.26% | -0.03% | +3.07% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.23% | -0.01% | -0.98% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.01% | -0.32% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.02% | -3.34% | |
| 37 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.17% | -0.01% | +45.65% | |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.17% | — | +176.54% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.16% | -0.01% | +0.83% | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.14% | — | +0.29% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | -0.07% | -8.57% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.02% | +0.03% | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.10% | +0.01% | -5.61% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.01% | +44.83% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.10% | -0.13% | +0.32% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | +0.01% | -4.78% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.07% | — | +79.11% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.07% | — | -1.42% | |
| 49 | DFAI | Dimensional International Co | ETF-Other | 0.07% | — | +0.79% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | -0.02% | -6.92% |
According to official SEC Form 13F filings, Financial Synergies Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $1.2B across 73 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VUG, VO) accounted for 38.9% of total reported equity market value during Q4 2024.
During Q4 2024, Financial Synergies Wealth Advisors, Inc.'s top holdings by market value included IVV (16.7%)、VUG (12.8%)、VO (11.4%). The largest single position, IVV, represented 16.7% of total portfolio value.
In Q4 2024, Financial Synergies Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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