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U.S. Bancorp shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in U.S. Bancorp

Tip: Access up to 7 years of quarterly data

All positions including U.S. Bancorp 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 U.S. Bancorp by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $30k 671 44.71
2023-09-30 $22k 661 33.04
2023-06-30 $22k 655 33.06
2023-03-31 $25k 702 36.05
2022-09-30 $1.6k 39 40.33
2022-06-30 $1.8k 39 46.03

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 U.S. Bancorp

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Bank of Tokyo-Mitsubishi UFJ
FMR
Charles Schwab Investment Management
Geode Capital Management
Bank of America Corporation
Reed Conner & Birdwell
Viking Global Investors
Royal Bank of Canada
Northern Trust
T. Rowe Price Associates
Morgan Stanley
Davis Selected Advisers

View all funds holding U.S. Bancorp