Instuitional Investor - Financial Synergies Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Financial Synergies Wealth Advisors, Inc. |
| Portfolio Value | $821,860,288 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 232,957 | $130,898,629 | 15.93% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 256,972 | $95,290,429 | 11.59% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 363,016 | $93,883,082 | 11.42% | |
| 4. | Vanguard Index Fds - VALUE ETF | 506,072 | $87,418,912 | 10.64% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 898,509 | $52,958,133 | 6.44% |
