Financial Synergies Wealth Advisors, Inc. Incresed Positions in Q2 2025

Financial Synergies Wealth Advisors, Inc.

  • $918 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.31K
+ 0.9%
$329.49 - $438.4 $762K - $1.01M
259K $114B
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 0.58%
$498.8 - $620.9 $672K - $837K
234K $145B
VO
Vanguard Mid Cap ETF

ETFs
3.21K
+ 0.89%
$228.54 - $279.83 $735K - $899K
366K $102B
EFG
Msci Eafe Growth ETF

ETFs
4.54K
+ 0.99%
$89.8 - $112.0 $407K - $508K
461K $51.7B
EFV
Msci Eafe Value ETF

ETFs
5.16K
+ 0.57%
$52.4 - $64.65 $270K - $334K
904K $57.4B
IEMG
Ishares Inc

ETFs
6.69K
+ 1.04%
N/A
647K $38.9B
VTV
Vanguard Value ETF

ETFs
5.64K
+ 1.11%
$153.67 - $176.74 $866K - $996K
512K $90.4B
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.37K
+ 3.23%
$52.31 - $63.72 $438K - $533K
267K $17B
CVX
Chevron Corp

Energy
10.7K
+ 181.27%
$133.73 - $168.51 $1.42M - $1.8M
16.5K $2.37B
AVUV
American Centy ETF Tr Avantis

ETFs
7.59K
+ 4.57%
$75.17 - $91.21 $570K - $692K
173K $15.8B
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.57K
+ 2.35%
$19.6 - $24.44 $129K - $161K
286K $6.99B
FNDF
Schwab Fundamental Intl Large

ETFs
1.05K
+ 0.52%
$32.25 - $40.02 $33.7K - $41.9K
200K $8.02B
MSFT
Microsoft Corp

Technology
535
+ 15.55%
$354.56 - $497.45 $190K - $266K
3.98K $1.98B
NVDA
Nvidia Corp

Technology
2.81K
+ 69.68%
$94.31 - $157.99 $265K - $443K
6.83K $1.08B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.2K
+ 2.8%
$22.92 - $28.05 $142K - $174K
227K $6.38B
IEFA
Ishares Tr

ETFs
14
+ 0.02%
$67.83 - $84.09 $950 - $1.18K
68.3K $5.7B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
9.04K
+ 23.35%
$49.73 - $51.44 $449K - $465K
47.7K $2.46B
Blackrock ETF Trust Ii
12.2K
+ 8.98%
N/A
148K $7.19B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.1K
+ 0.35%
$36.25 - $42.28 $39.8K - $46.4K
317K $13.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
277
+ 6.65%
$456.74 - $568.03 $127K - $157K
4.44K $2.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
775
+ 44.85%
$483.48 - $539.8 $375K - $418K
2.5K $1.22B
EFA
Ishares Tr Msci Eafe ETF

ETFs
415
+ 1.39%
$72.96 - $90.39 $30.3K - $37.5K
30.2K $2.7B
FNDX
Schwab Fundamental U S Large C

ETFs
7.62K
+ 13.37%
$20.84 - $24.54 $159K - $187K
64.6K $1.58B
IWN
Ishares Russell2000 Val ETF

ETFs
113
+ 0.37%
$131.84 - $157.76 $14.9K - $17.8K
30.3K $4.78B
DFIV
Dimensional ETF Tr

ETFs
203
+ 0.33%
$34.67 - $43.21 $7.04K - $8.77K
60.9K $2.61B
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 5.58%
$416.06 - $551.64 $35.8K - $47.4K
1.63K $898M
IVE
Ishares S&P 500 Value ETF

ETFs
123
+ 0.4%
$168.34 - $195.42 $20.7K - $24K
30.9K $6.04B
AMZN
Amazon Com Inc

Consumer Cyclical
194
+ 5.05%
$167.32 - $223.3 $32.5K - $43.3K
4.04K $886M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.04%
$174.82 - $215.79 $524 - $647
7.8K $1.68B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.95K
+ 12.45%
$17.76 - $22.1 $52.4K - $65.2K
26.6K $589M
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 11.66%
$221.86 - $362.89 $31.9K - $52.3K
1.38K $438M
JPM
Jpmorgan Chase & CO

Financial Services
252
+ 25.2%
$210.28 - $289.91 $53K - $73.1K
1.25K $363M
Pimco ETF Tr
1.89K
+ 35.04%
N/A
7.29K $371M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
96
+ 0.3%
$29.12 - $35.84 $2.8K - $3.44K
32.4K $1.16B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
137
+ 1.52%
$57.14 - $72.68 $7.83K - $9.96K
9.16K $666M
DFAT
Dimensional ETF Tr U S Target

ETFs
133
+ 0.41%
$44.8 - $53.97 $5.96K - $7.18K
32.7K $1.76B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
872
+ 29.82%
$89.58 - $95.01 $78.1K - $82.8K
3.8K $361M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.11%
$82.96 - $110.1 $415 - $551
4.45K $490M
FNDA
Schwab Fundamental U S Small C

ETFs
1.64K
+ 10.64%
$23.85 - $28.69 $39.1K - $47.1K
17.1K $489M
SCHA
Schwab Strategic Tr Us Small C

ETFs
863
+ 3.72%
$20.42 - $25.3 $17.6K - $21.8K
24K $608M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40
+ 0.26%
$51.16 - $62.02 $2.05K - $2.48K
15.6K $966M
CSCO
Cisco Systems, Inc.

Technology
415
+ 11.74%
$53.19 - $69.38 $22.1K - $28.8K
3.95K $274M
AVLV
American Centy ETF Tr Avantis
379
+ 6.52%
$56.85 - $68.21 $21.5K - $25.9K
6.19K $422M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
50
+ 0.32%
$19.1 - $23.83 $955 - $1.19K
15.8K $377M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16
+ 0.09%
$35.35 - $42.68 $566 - $683
17.5K $747M
FNDE
Schwab Fundamental Emerging Mk

ETFs
450
+ 6.81%
$26.66 - $33.09 $12K - $14.9K
7.05K $233M
SCHV
Schwab Strategic Tr Us Large C

ETFs
39
+ 0.37%
$23.55 - $27.67 $918 - $1.08K
10.7K $296M
Vanguard Malvern Fds
40
+ 1.54%
N/A
2.63K $205M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
184
+ 1.88%
$24.32 - $27.87 $4.47K - $5.13K
9.98K $264M
Activity Summary
Buys All Purchases 67 New Holdings 12 Increased Positions 55 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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