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Biglari Holdings Inc-b shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Biglari Holdings Inc-b (BH) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Biglari Holdings Inc-b

Tip: Access up to 7 years of quarterly data

All positions including Biglari Holdings Inc-b held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Biglari Holdings Inc-b by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $949 5 189.80

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Biglari Holdings Inc-b

Biglari Capital
Dimensional Fund Advisors
Vanguard Group
Acuitas Investments
Connor, Clark & Lunn Investment Management
Arrowstreet Capital, Limited Partnership
Thomas Stevens, CFA"
Bank of New York Mellon
Martingale Asset Management
O'shaughnessy Asset Management
Marquette Asset Management
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Bank of America Corporation
GSA Capital Partners
Charles Schwab Investment Management

View all funds holding Biglari Holdings Inc-b