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Toll Brothers shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Toll Brothers

Tip: Access up to 7 years of quarterly data

All positions including Toll Brothers 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 Toll Brothers by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $72k 559 129.37
2023-12-31 $28k 551 49.90
2023-09-30 $41k 556 73.97
2023-06-30 $44k 555 79.02
2023-03-31 $33k 553 60.00
2022-12-31 $28k 551 49.90
2022-09-30 $23k 548 42.01
2022-06-30 $24k 546 44.60

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 Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
Dimensional Fund Advisors
Massachusetts Financial Services
Geode Capital Management
Jpmorgan Chase & Co
Bamco
Pacer Advisors
Bank of New York Mellon
AQR Capital Management
LSV Asset Management
FMR
Bank of America Corporation
Allianz Asset Management

View all funds holding Toll Brothers