Financial Synergies Wealth Advisors, Inc. Incresed Positions in Q1 2025

Financial Synergies Wealth Advisors, Inc.

  • $822 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
16.5K
+ 1.87%
$51.88 - $60.73 $855K - $1M
899K $53B
VTV
Vanguard Value ETF

ETFs
15.1K
+ 3.07%
$167.73 - $179.21 $2.53M - $2.7M
506K $87.4B
VEA
Vanguard Ftse Developed Market

ETFs
27.8K
+ 3.19%
$47.4 - $52.99 $1.32M - $1.47M
900K $45.8B
EFG
Msci Eafe Growth ETF

ETFs
16.8K
+ 3.82%
$96.1 - $106.37 $1.62M - $1.79M
457K $45.7B
IEMG
Ishares Inc

ETFs
21.2K
+ 3.43%
N/A
641K $34.6B
VO
Vanguard Mid Cap ETF

ETFs
13.4K
+ 3.84%
$251.87 - $277.95 $3.38M - $3.73M
363K $93.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
26.5K
+ 43.02%
$44.41 - $45.98 $1.18M - $1.22M
88.2K $4.03B
XOM
Exxon Mobil Corp

Energy
1.55K
+ 3.36%
$105.44 - $118.93 $164K - $185K
47.8K $5.69B
FNDF
Schwab Fundamental Intl Large

ETFs
1.53K
+ 0.77%
$32.9 - $37.45 $50.4K - $57.4K
199K $7.21B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
11.9K
+ 44.27%
$49.67 - $51.43 $590K - $611K
38.7K $1.98B
VTI
Vanguard Total Stock Market Et

ETFs
1.51K
+ 78.47%
$271.18 - $303.12 $409K - $457K
3.43K $943M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 40.72%
$442.66 - $534.52 $221K - $267K
1.73K $920M
DFIV
Dimensional ETF Tr

ETFs
594
+ 0.99%
$35.33 - $40.77 $21K - $24.2K
60.7K $2.39B
CVX
Chevron Corp

Energy
526
+ 9.83%
$146.71 - $167.97 $77.2K - $88.4K
5.88K $983M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.07K
+ 0.34%
$39.96 - $43.3 $42.8K - $46.3K
316K $13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31
+ 0.03%
$42.5 - $46.71 $1.32K - $1.45K
109K $4.94B
IWN
Ishares Russell2000 Val ETF

ETFs
3.06K
+ 11.29%
$149.27 - $169.4 $457K - $518K
30.2K $4.55B
TSLA
Tesla, Inc.

Consumer Cyclical
613
+ 98.55%
$222.15 - $428.22 $136K - $262K
1.24K $320M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.1%
$279.74 - $321.29 $839 - $964
2.89K $902M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.59K
+ 19.32%
$31.3 - $34.5 $49.7K - $54.8K
9.81K $318M
DFAI
Dimensional ETF Tr

ETFs
312
+ 1.58%
$28.88 - $32.4 $9.01K - $10.1K
20.1K $627M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
134
+ 0.57%
$18.36 - $20.51 $2.46K - $2.75K
23.7K $469M
SPY
Spdr S&P 500 ETF Trust

ETFs
282
+ 5.69%
$551.42 - $612.93 $156K - $173K
5.24K $2.93B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
818
+ 0.78%
$51.26 - $52.53 $41.9K - $43K
106K $5.45B
AVLV
American Centy ETF Tr Avantis
346
+ 6.33%
$63.51 - $70.42 $22K - $24.4K
5.81K $379M
CSCO
Cisco Systems, Inc.

Technology
49
+ 1.41%
$58.74 - $64.87 $2.88K - $3.18K
3.54K $218M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
171
+ 1.78%
$27.01 - $28.54 $4.62K - $4.88K
9.8K $274M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 1.01%
$225.19 - $279.95 $2.25K - $2.8K
1K $245M
FNDX
Schwab Fundamental U S Large C

ETFs
466
+ 0.82%
$23.03 - $25.01 $10.7K - $11.7K
57K $1.35B
NVDA
Nvidia Corp

Technology
771
+ 23.68%
$106.98 - $149.43 $82.5K - $115K
4.03K $436M
ET
Energy Transfer LP

Energy
170
+ 1.61%
$17.26 - $21.08 $2.93K - $3.58K
10.8K $200M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6
+ 0.04%
$21.23 - $23.75 $127 - $143
15.8K $339M
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.19%
$199.2 - $222.69 $797 - $891
2.12K $427M
AMZN
Amazon Com Inc

Consumer Cyclical
375
+ 10.81%
$190.26 - $242.06 $71.3K - $90.8K
3.85K $731M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
624
+ 1.97%
$32.42 - $36.13 $20.2K - $22.5K
32.3K $1.07B
FNDA
Schwab Fundamental U S Small C

ETFs
27
+ 0.18%
$26.87 - $30.99 $725 - $837
15.4K $422M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.11%
$92.45 - $106.69 $462 - $533
4.44K $413M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.06%
$468.34 - $539.52 $468 - $540
1.54K $723M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 1.21%
$507.05 - $563.67 $25.4K - $28.2K
4.17K $2.14B
MSFT
Microsoft Corp

Technology
145
+ 4.4%
$375.39 - $447.2 $54.4K - $64.8K
3.44K $1.29B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
323
+ 1.22%
$77.33 - $90.16 $25K - $29.1K
26.7K $2.09B
VBR
Vanguard Small Cap Value ETF

ETFs
33
+ 0.05%
$183.02 - $207.75 $6.04K - $6.86K
60.5K $11.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.4K
+ 3.35%
$58.81 - $68.2 $494K - $573K
259K $15.5B
AVUV
American Centy ETF Tr Avantis

ETFs
6.64K
+ 4.17%
$84.95 - $100.62 $564K - $668K
166K $14.5B
VB
Vanguard Small Cap ETF

ETFs
1.5K
+ 1.82%
$217.89 - $252.64 $326K - $378K
83.6K $18.5B
IVV
Ishares Core S&P 500 ETF

ETFs
4.5K
+ 1.97%
$554.06 - $615.85 $2.49M - $2.77M
233K $131B
VUG
Vanguard Growth ETF

ETFs
6.39K
+ 2.55%
$369.1 - $427.61 $2.36M - $2.73M
257K $95.3B
Activity Summary
Buys All Purchases 60 New Holdings 12 Increased Positions 48 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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