Instuitional Investor - Financial Synergies Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Financial Synergies Wealth Advisors, Inc. |
| Portfolio Value | $918,255,480 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 234,305 | $145,479,625 | 15.84% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 259,284 | $113,673,004 | 12.38% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 366,230 | $102,483,568 | 11.16% | |
| 4. | Vanguard Index Fds - VALUE ETF | 511,708 | $90,441,404 | 9.85% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 903,671 | $57,365,031 | 6.25% |
