Instuitional Investor - Financial Synergies Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Financial Synergies Wealth Advisors, Inc. |
| Portfolio Value | $987,850,219 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 232,830 | $155,833,011 | 15.77% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 261,760 | $125,545,624 | 12.71% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 372,213 | $109,335,186 | 11.07% | |
| 4. | Vanguard Index Fds - VALUE ETF | 523,872 | $97,698,967 | 9.89% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 904,110 | $61,325,752 | 6.21% |