Instuitional Investor - Financial Synergies Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Financial Synergies Wealth Advisors, Inc. |
| Portfolio Value | $1,035,763,037 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 234,619 | $160,699,699 | 15.52% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 262,647 | $128,135,053 | 12.37% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 382,860 | $111,113,474 | 10.73% | |
| 4. | Vanguard Index Fds - VALUE ETF | 539,758 | $103,088,374 | 9.95% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 919,400 | $65,654,386 | 6.34% |