Financial Synergies Wealth Advisors, Inc. Portfolio Holdings
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
Financial Synergies Wealth Advisors, Inc. has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $742 Billion distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $123B, Vanguard Growth ETF with a value of $92.3B, Vanguard Mid Cap ETF with a value of $81.3B, Vanguard Value ETF with a value of $74.9B, and Msci Eafe Value ETF with a value of $44.4B.
Examining the 13F form we can see an decrease of $19.8B in the current position value, from $762B to 742B.
Financial Synergies Wealth Advisors, Inc. is based out at Houston, TX
Below you can find more details about Financial Synergies Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.