Financial Synergies Wealth Advisors, Inc. Incresed Positions in Q3 2025

Financial Synergies Wealth Advisors, Inc.

  • $988 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.48K
+ 0.95%
$433.97 - $484.08 $1.07M - $1.2M
262K $126B
VTV
Vanguard Value ETF

ETFs
12.2K
+ 2.38%
$175.51 - $186.57 $2.13M - $2.27M
524K $97.7B
VO
Vanguard Mid Cap ETF

ETFs
5.98K
+ 1.63%
$279.83 - $293.74 $1.67M - $1.76M
372K $109B
IEMG
Ishares Inc

ETFs
5.53K
+ 0.85%
N/A
653K $43B
EFV
Msci Eafe Value ETF

ETFs
439
+ 0.05%
$62.79 - $68.42 $27.6K - $30K
904K $61.3B
VEA
Vanguard Ftse Developed Market

ETFs
8.75K
+ 0.97%
$56.02 - $60.3 $490K - $528K
909K $54.5B
AVUV
American Centy ETF Tr Avantis

ETFs
4K
+ 2.3%
$90.37 - $102.12 $361K - $408K
177K $17.7B
EFG
Msci Eafe Growth ETF

ETFs
7.17K
+ 1.55%
$106.99 - $114.46 $767K - $821K
469K $53.4B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.31K
+ 1.98%
$63.41 - $69.69 $337K - $370K
273K $18.7B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.15K
+ 1.31%
$41.91 - $44.87 $174K - $186K
321K $14.4B
Blackrock ETF Trust Ii
14.4K
+ 9.74%
N/A
162K $7.98B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.7K
+ 12.48%
$45.26 - $46.63 $622K - $641K
124K $5.73B
IWN
Ishares Russell2000 Val ETF

ETFs
116
+ 0.38%
$157.1 - $178.94 $18.2K - $20.8K
30.4K $5.37B
IVE
Ishares S&P 500 Value ETF

ETFs
123
+ 0.4%
$194.44 - $206.51 $23.9K - $25.4K
31K $6.41B
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 0.66%
$617.65 - $666.84 $21K - $22.7K
5.19K $3.46B
XOM
Exxon Mobil Corp

Energy
114
+ 0.23%
$105.83 - $117.22 $12.1K - $13.4K
50.7K $5.71B
CAT
Caterpillar Inc

Industrials
16
+ 0.57%
$390.92 - $477.15 $6.25K - $7.63K
2.81K $1.34B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
90
+ 2.03%
$567.77 - $614.76 $51.1K - $55.3K
4.53K $2.78B
JNJ
Johnson & Johnson

Healthcare
72
+ 1.08%
$155.17 - $185.42 $11.2K - $13.4K
6.72K $1.25B
DFIV
Dimensional ETF Tr

ETFs
234
+ 0.38%
$42.66 - $46.53 $9.98K - $10.9K
61.1K $2.82B
CVX
Chevron Corp

Energy
49
+ 0.3%
$145.57 - $161.83 $7.13K - $7.93K
16.6K $2.58B
UNH
Unitedhealth Group Inc

Healthcare
20
+ 0.38%
$237.77 - $353.61 $4.76K - $7.07K
5.28K $1.82B
GOOGL
Alphabet Inc.

Communication Services
298
+ 20.48%
$174.36 - $254.72 $52K - $75.9K
1.75K $426M
FNDX
Schwab Fundamental U S Large C

ETFs
340
+ 0.53%
$24.38 - $26.34 $8.29K - $8.96K
64.9K $1.71B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
371
+ 0.35%
$50.9 - $52.37 $18.9K - $19.4K
105K $5.51B
MSFT
Microsoft Corp

Technology
56
+ 1.41%
$491.09 - $535.64 $27.5K - $30K
4.03K $2.09B
Pimco ETF Tr
1.79K
+ 24.55%
N/A
9.08K $470M
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 1.72%
$546.99 - $602.2 $15.3K - $16.9K
1.66K $994M
VTI
Vanguard Total Stock Market Et

ETFs
47
+ 1.43%
$303.93 - $329.86 $14.3K - $15.5K
3.33K $1.09B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
88
+ 0.27%
$36.04 - $38.78 $3.17K - $3.41K
32.5K $1.25B
Pimco ETF Tr
2.58K
+ 22.56%
N/A
14K $376M
SCHA
Schwab Strategic Tr Us Small C

ETFs
24
+ 0.1%
$25.29 - $28.33 $607 - $680
24.1K $671M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
41
+ 0.26%
$62.09 - $66.51 $2.55K - $2.73K
15.6K $1.02B
FNDA
Schwab Fundamental U S Small C

ETFs
19
+ 0.11%
$28.75 - $31.93 $546 - $607
17.1K $532M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 7.43%
$357.4 - $423.42 $16.4K - $19.5K
665 $269M
MGC
Vanguard Mega Cap ETF

ETFs
2
+ 0.09%
$224.2 - $245.55 $448 - $491
2.12K $518M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.6%
$291.67 - $316.99 $5.25K - $5.71K
3K $911M
DFAI
Dimensional ETF Tr

ETFs
78
+ 0.39%
$34.05 - $36.55 $2.66K - $2.85K
19.9K $724M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
260
+ 6.85%
$94.11 - $95.78 $24.5K - $24.9K
4.06K $388M
AMZN
Amazon Com Inc

Consumer Cyclical
117
+ 2.9%
$211.65 - $238.24 $24.8K - $27.9K
4.16K $912M
AVLV
American Centy ETF Tr Avantis
18
+ 0.29%
$68.33 - $72.69 $1.23K - $1.31K
6.21K $449M
COP
Conocophillips

Energy
58
+ 1.43%
$91.0 - $98.99 $5.28K - $5.74K
4.11K $389M
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 1.32%
N/A
1.3K $281M
SCHV
Schwab Strategic Tr Us Large C

ETFs
37
+ 0.35%
$27.61 - $29.15 $1.02K - $1.08K
10.7K $313M
UNP
Union Pacific Corp

Industrials
12
+ 0.76%
$214.91 - $237.16 $2.58K - $2.85K
1.59K $376M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
84
+ 0.84%
$26.38 - $27.95 $2.22K - $2.35K
10.1K $275M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
100
+ 0.96%
$41.8 - $43.15 $4.18K - $4.32K
10.5K $449M
Vanguard Malvern Fds
52
+ 1.97%
N/A
2.69K $211M
CSCO
Cisco Systems, Inc.

Technology
62
+ 1.57%
$66.2 - $71.79 $4.1K - $4.45K
4.01K $274M
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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