Instuitional Investor - Financial Synergies Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Financial Synergies Wealth Advisors, Inc. |
| Portfolio Value | $1,047,720,285 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 232,491 | $151,865,573 | 14.49% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 259,256 | $113,240,417 | 10.81% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 387,226 | $111,203,574 | 10.61% | |
| 4. | Vanguard Index Fds - VALUE ETF | 542,399 | $106,418,598 | 10.16% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 899,157 | $66,852,350 | 6.38% |