Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors as of March 31, 2019

Portfolio Holdings for Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors holds 28 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 27.6 $52M 340k 152.80
Ishares Tr Core S&p500 Etf (IVV) 27.3 $51M 181k 284.56
Vanguard Index Fds Real Estate Etf (VNQ) 20.0 $38M 433k 86.91
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 6.7 $13M 309k 40.87
Vanguard Index Fds Mid Cap Etf (VO) 4.8 $9.0M 56k 160.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.2M 11k 282.49
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.3 $2.4M 66k 37.24
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.2 $2.3M 61k 37.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $2.3M 33k 69.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $2.2M 33k 67.61
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $1.6M 37k 44.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.5M 7.9k 189.39
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.7 $1.2M 44k 27.73
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.6 $1.2M 39k 31.07
Noble Energy 0.6 $1.2M 47k 24.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.1M 37k 31.31
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.6 $1.1M 41k 27.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.0M 20k 51.88
Exxon Mobil Corporation (XOM) 0.3 $635k 7.9k 80.80
Chevron Corporation (CVX) 0.3 $565k 4.6k 123.17
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $312k 3.9k 79.43
Royal Dutch Shell Spons Adr A 0.2 $291k 4.6k 62.59
Vanguard Index Fds Value Etf (VTV) 0.2 $284k 2.6k 107.63
ConocoPhillips (COP) 0.1 $257k 3.8k 66.74
SYSCO Corporation (SYY) 0.1 $244k 3.7k 66.76
Phillips 66 (PSX) 0.1 $232k 2.4k 95.19
Enterprise Products Partners (EPD) 0.1 $219k 7.5k 29.10
Weatherford Intl Ord Shs 0.0 $14k 20k 0.70