Instuitional Investor - Financial Synergies Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Financial Synergies Wealth Advisors, Inc. |
| Portfolio Value | $1,179,750,416 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 227,842 | $170,628,916 | 14.46% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 1,515,767 | $130,568,173 | 11.07% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 1,527,267 | $123,051,923 | 10.43% | |
| 4. | Vanguard Index Fds - VALUE ETF | 522,479 | $113,863,822 | 9.65% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 877,262 | $67,154,370 | 5.69% |