Financial Synergies Wealth Advisors, Inc. Reduced Holdings in Q4 2024

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-13.7K
- 55.3%
$41.17 - $43.34 $563K - $593K
11.1K $456M
VONV
Vanguard Russell 1000 Value Et

ETFs
-821
- 0.36%
$80.87 - $87.69 $66.4K - $72K
227K $18.5B
XOM
Exxon Mobil Corp

Energy
-191
- 0.41%
$105.51 - $125.37 $20.2K - $23.9K
46.3K $4.98B
VBR
Vanguard Small Cap Value ETF

ETFs
-88
- 0.15%
$197.36 - $217.3 $17.4K - $19.1K
60.5K $12B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.49K
- 8.57%
$61.68 - $67.87 $92K - $101K
15.9K $991M
MSFT
Microsoft Corp

Technology
-114
- 3.34%
$406.35 - $454.46 $46.3K - $51.8K
3.3K $1.39B
MGC
Vanguard Mega Cap ETF

ETFs
-408
- 16.16%
$204.21 - $220.18 $83.3K - $89.8K
2.12K $450M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.06K
- 5.61%
$44.33 - $49.55 $47K - $52.6K
17.8K $802M
NVDA
Nvidia Corp

Technology
-785
- 19.43%
$117.0 - $148.88 $91.8K - $117K
3.26K $437M
VXF
Vanguard Extended Market ETF

ETFs
-947
- 5.26%
$179.17 - $207.15 $170K - $196K
17K $3.24B
HD
Home Depot, Inc.

Consumer Cyclical
-63
- 10.73%
$385.02 - $431.37 $24.3K - $27.2K
524 $204M
VIG
Vanguard Dividend Appreciation

ETFs
-155
- 10.64%
N/A
1.3K $255M
COP
Conocophillips

Energy
-55
- 1.33%
$95.12 - $114.72 $5.23K - $6.31K
4.09K $405M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-480
- 1.79%
$84.34 - $95.14 $40.5K - $45.7K
26.4K $2.3B
AVGO
Broadcom Inc.

Technology
-507
- 34.33%
$159.67 - $250.0 $81K - $127K
970 $225M
VTI
Vanguard Total Stock Market Et

ETFs
-143
- 6.92%
$280.04 - $302.45 $40K - $43.3K
1.92K $557M
DFAT
Dimensional ETF Tr U S Target

ETFs
-327
- 0.98%
$54.54 - $61.04 $17.8K - $20K
33.2K $1.85B
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 0.32%
$216.13 - $242.4 $5.4K - $6.06K
7.82K $1.73B
CSCO
Cisco Systems, Inc.

Technology
-384
- 9.92%
$52.45 - $60.02 $20.1K - $23K
3.49K $206M
JPM
Jpmorgan Chase & CO

Financial Services
-118
- 10.65%
$205.18 - $250.29 $24.2K - $29.5K
990 $237M
VB
Vanguard Small Cap ETF

ETFs
-722
- 0.87%
$233.76 - $261.58 $169K - $189K
82.1K $19.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-174
- 4.77%
$180.88 - $232.93 $31.5K - $40.5K
3.47K $761M
Activity Summary
Buys All Purchases 48 New Holdings 4 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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