Financial Synergies Wealth Advisors, Inc. Purchases in Q3 2024

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
9.3K
+ 2.77%
$237.84 - $263.83 $2.21M - $2.45M
345K $91B
VTV
Vanguard Value ETF

ETFs
13.9K
+ 2.98%
$159.75 - $174.57 $2.22M - $2.43M
481K $83.9B
IVV
Ishares Core S&P 500 ETF

ETFs
2.8K
+ 1.24%
$520.18 - $576.82 $1.45M - $1.61M
228K $131B
EFV
Msci Eafe Value ETF

ETFs
11K
+ 1.31%
$51.72 - $57.96 $568K - $637K
849K $48.8B
VEA
Vanguard Ftse Developed Market

ETFs
16.8K
+ 2.04%
$47.6 - $53.31 $798K - $893K
839K $44.3B
VUG
Vanguard Growth ETF

ETFs
3.11K
+ 1.26%
$341.08 - $391.94 $1.06M - $1.22M
250K $95.9B
AAPL
Apple Inc.

Technology
13.1K
+ 238.87%
$207.23 - $234.82 $2.71M - $3.07M
18.5K $4.31B
EFG
Msci Eafe Growth ETF

ETFs
8.3K
+ 1.98%
$96.84 - $108.77 $804K - $903K
427K $45.9B
IEMG
Ishares Inc

ETFs
13.1K
+ 2.26%
$53.64 - $53.64 $701K - $701K
591K $33.9B
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.08K
+ 2.98%
$59.25 - $65.33 $420K - $463K
245K $15.9B
AVUV
American Centy ETF Tr Avantis

ETFs
5.17K
+ 3.45%
$88.24 - $99.7 $456K - $515K
155K $14.9B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.29K
+ 1.06%
$38.51 - $41.69 $127K - $137K
314K $13.1B
FNDF
Schwab Fundamental Intl Large

ETFs
1.76K
+ 0.92%
$33.67 - $37.71 $59.4K - $66.5K
193K $7.21B
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.48K
+ 2.64%
$61.11 - $67.85 $152K - $168K
96.6K $6.56B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.34K
+ 1.83%
$75.47 - $83.18 $101K - $111K
74.3K $6.17B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.15K
+ 1.11%
$41.9 - $48.26 $48.4K - $55.7K
105K $5.02B
IVE
Ishares S&P 500 Value ETF

ETFs
164
+ 0.58%
$181.06 - $197.17 $29.7K - $32.3K
28.5K $5.63B
IWN
Ishares Russell2000 Val ETF

ETFs
139
+ 0.52%
$150.05 - $171.34 $20.9K - $23.8K
27K $4.5B
FNDE
Schwab Fundamental Emerging Mk

ETFs
9.51K
New
$28.02 - $32.68 $266K - $311K
9.51K $307M
FNDX
Schwab Fundamental U S Large C

ETFs
2.5K
+ 13.96%
$65.36 - $71.76 $164K - $180K
20.4K $1.47B
AVGO
Broadcom Inc.

Technology
1.48K
New
$136.27 - $1745.86 $201K - $2.58M
1.48K $255M
HD
Home Depot, Inc.

Consumer Cyclical
587
New
$333.64 - $405.2 $196K - $238K
587 $238M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
New
$194.9 - $224.8 $216K - $249K
1.11K $234M
NSC
Norfolk Southern Corp

Industrials
886
New
$213.75 - $259.69 $189K - $230K
886 $220M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.5K
New
$125.95 - $142.04 $189K - $213K
1.5K $213M
CSCO
Cisco Systems, Inc.

Technology
3.87K
New
$44.74 - $53.22 $173K - $206K
3.87K $206M
ALL
Allstate Corp

Financial Services
1.08K
New
$158.43 - $192.86 $170K - $208K
1.08K $204M
XOM
Exxon Mobil Corp

Energy
477
+ 1.04%
$109.72 - $119.0 $52.3K - $56.8K
46.5K $5.45B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.77K
+ 24.1%
$36.98 - $41.55 $102K - $115K
14.3K $587M
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.14%
$200.87 - $224.6 $2.21K - $2.47K
7.85K $1.73B
FNDA
Schwab Fundamental U S Small C

ETFs
1.81K
+ 23.66%
$54.26 - $60.01 $97.9K - $108K
9.44K $562M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
904
+ 0.88%
$51.78 - $52.98 $46.8K - $47.9K
104K $5.51B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
754
+ 13.51%
$85.84 - $85.84 $64.7K - $64.7K
6.34K $614M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 0.71%
$475.2 - $527.7 $13.8K - $15.3K
4.11K $2.17B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.34K
+ 11.51%
$46.9 - $51.96 $62.7K - $69.5K
13K $667M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
868
+ 2.09%
$44.65 - $47.21 $38.8K - $41K
42.4K $1.98B
MSFT
Microsoft Corp

Technology
384
+ 12.69%
$395.15 - $467.56 $152K - $180K
3.41K $1.47B
VIG
Vanguard Dividend Appreciation

ETFs
267
+ 22.44%
$182.15 - $182.15 $48.6K - $48.6K
1.46K $289M
NVDA
Nvidia Corp

Technology
630
+ 18.47%
$98.91 - $134.91 $62.3K - $85K
4.04K $491M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
87
+ 0.28%
$31.05 - $34.29 $2.7K - $2.98K
31.6K $1.08B
IVW
Ishares S&P 500 Growth ETF

ETFs
441
+ 13.65%
$84.77 - $97.13 $37.4K - $42.8K
3.67K $351M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
59
+ 0.32%
$49.82 - $52.8 $2.94K - $3.12K
18.4K $969M
DFAI
Dimensional ETF Tr

ETFs
110
+ 0.56%
$28.69 - $32.06 $3.16K - $3.53K
19.6K $623M
AVLV
American Centy ETF Tr Avantis
330
+ 6.47%
$60.05 - $65.83 $19.8K - $21.7K
5.43K $357M
AMZN
Amazon Com Inc

Consumer Cyclical
275
+ 8.16%
$161.02 - $200.0 $44.3K - $55K
3.64K $679M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
55
+ 1.76%
$77.02 - $85.06 $4.24K - $4.68K
3.19K $270M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4
+ 0.08%
$59.93 - $66.52 $240 - $266
5.25K $349M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
132
+ 4.16%
$76.38 - $78.87 $10.1K - $10.4K
3.31K $260M
Microcloud Hologram Inc
15K
New
N/A
15K $5.4M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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