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Etf Ser Solutions Defiance Next ef shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Etf Ser Solutions Defiance Next ef (FIVG) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Etf Ser Solutions Defiance Next ef

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions Defiance Next ef 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 Etf Ser Solutions Defiance Next ef by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 375 39.08
2023-12-31 $11k 375 29.87
2023-09-30 $12k 375 31.26
2023-06-30 $13k 375 33.66
2023-03-31 $12k 375 32.79
2022-12-31 $11k 375 29.87
2022-09-30 $11k 375 28.53
2022-06-30 $12k 375 31.51

More positions owned by Financial Synergies Wealth Advisors

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 Etf Ser Solutions Defiance Next ef

LPL Financial
Commonwealth Equity Services
Pnc Financial Services
Goldman Sachs Group
KWMG
Clal Insurance Enterprises Holdings
UBS Group
Advisor Group Holdings
Citadel Advisors
Stifel Financial
Raymond James Financial Services Advisors
Rockefeller Capital Management
Advantage Trust
HighTower Advisors
Royal Bank of Canada

View all funds holding Etf Ser Solutions Defiance Next ef