Financial Synergies Wealth Advisors, Inc. Reduced Holdings in Q3 2025

Financial Synergies Wealth Advisors, Inc.

  • $988 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-6.52K
- 13.66%
$50.73 - $52.47 $331K - $342K
41.2K $2.15B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.21K
- 27.2%
$108.97 - $121.65 $132K - $147K
3.24K $391M
BA
Boeing CO

Industrials
-352
- 13.0%
$209.79 - $237.38 $73.8K - $83.6K
2.36K $508M
TSLA
Tesla, Inc.

Consumer Cyclical
-436
- 31.62%
$293.94 - $444.72 $128K - $194K
943 $419M
JPM
Jpmorgan Chase & CO

Financial Services
-153
- 12.22%
$282.78 - $316.06 $43.3K - $48.4K
1.1K $347M
IAU
Ishares Gold Trust

ETFs
-1.57K
- 14.15%
$61.62 - $72.77 $97K - $115K
9.55K $695M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-484
- 3.06%
$23.82 - $25.84 $11.5K - $12.5K
15.3K $394M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-503
- 1.89%
$21.69 - $23.34 $10.9K - $11.7K
26.1K $609M
VV
Vanguard Large Cap ETF

ETFs
-10
- 0.95%
$285.05 - $309.14 $2.85K - $3.09K
1.05K $322M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-11
- 0.16%
$33.13 - $36.31 $364 - $399
7.04K $255M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 0.92%
$459.11 - $506.91 $10.6K - $11.7K
2.48K $1.25B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-576
- 3.29%
$42.26 - $47.16 $24.3K - $27.2K
16.9K $785M
IDEV
Ishares Core Msci Intl Develop

ETFs
-550
- 2.71%
$74.68 - $80.26 $41.1K - $44.1K
19.7K $1.58B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-451
- 1.49%
$87.29 - $93.61 $39.4K - $42.2K
29.7K $2.78B
DFAT
Dimensional ETF Tr U S Target

ETFs
-296
- 0.91%
$53.36 - $59.69 $15.8K - $17.7K
32.4K $1.88B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.94K
- 3.49%
$28.15 - $30.13 $224K - $239K
220K $6.51B
WMT
Walmart Inc.

Consumer Defensive
-277
- 0.94%
$94.4 - $104.27 $26.1K - $28.9K
29.3K $3.02B
IEFA
Ishares Tr

ETFs
-1.4K
- 2.05%
$81.7 - $87.53 $114K - $122K
66.9K $5.84B
VXF
Vanguard Extended Market ETF

ETFs
-391
- 2.57%
$193.58 - $213.07 $75.7K - $83.3K
14.8K $3.1B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-205
- 0.92%
$79.39 - $90.39 $16.3K - $18.5K
22.1K $1.96B
IWM
Ishares Russell 2000 ETF

ETFs
-79
- 1.01%
$214.92 - $244.84 $17K - $19.3K
7.72K $1.87B
NVDA
Nvidia Corp

Technology
-33
- 0.48%
$153.3 - $186.58 $5.06K - $6.16K
6.8K $1.27B
EEM
Ishares Msci Emerging Markets

ETFs
-1.54K
- 1.87%
$48.07 - $53.4 $74K - $82.2K
80.9K $4.32B
FNDF
Schwab Fundamental Intl Large

ETFs
-5.71K
- 2.85%
$39.84 - $43.15 $227K - $246K
195K $8.37B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.23K
- 2.08%
$49.43 - $54.52 $110K - $121K
105K $5.67B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.07K
- 0.72%
$24.46 - $26.5 $50.5K - $54.7K
284K $7.48B
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.58K
- 0.7%
$84.55 - $89.54 $133K - $141K
223K $19.9B
AAPL
Apple Inc.

Technology
-1.05K
- 4.81%
$202.38 - $256.87 $212K - $269K
20.7K $5.27B
VB
Vanguard Small Cap ETF

ETFs
-1.68K
- 2.07%
$237.58 - $259.17 $398K - $435K
79.5K $20.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.69K
- 0.46%
$28.92 - $32.19 $165K - $183K
1.22M $38.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.48K
- 0.63%
$620.67 - $670.08 $915K - $988K
233K $156B
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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