Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors as of June 30, 2019

Portfolio Holdings for Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors holds 29 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 27.3 $54M 347k 156.66
Ishares Tr Core S&p500 Etf (IVV) 27.2 $54M 184k 294.75
Vanguard Index Fds Real Estate Etf (VNQ) 19.1 $38M 435k 87.40
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 6.7 $13M 321k 41.71
Vanguard Index Fds Mid Cap Etf (VO) 4.9 $9.9M 59k 167.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.5M 12k 292.99
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.5 $2.9M 77k 37.69
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.4 $2.8M 71k 39.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $2.7M 38k 71.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $2.6M 38k 70.19
Schwab Strategic Tr Us Reit Etf (SCHH) 1.0 $1.9M 43k 44.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.5M 7.9k 194.26
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.7 $1.5M 52k 28.74
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.7 $1.4M 46k 31.22
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.4M 43k 32.09
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.7 $1.4M 49k 27.86
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.3M 24k 53.00
Noble Energy 0.5 $1.0M 47k 22.40
Exxon Mobil Corporation (XOM) 0.3 $628k 8.2k 76.63
Chevron Corporation (CVX) 0.3 $585k 4.7k 124.44
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $327k 3.9k 83.21
Royal Dutch Shell Spons Adr A 0.2 $302k 4.6k 65.07
Anadarko Petroleum Corporation 0.1 $260k 3.7k 70.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $252k 1.2k 213.17
Vanguard Index Fds Value Etf (VTV) 0.1 $249k 2.2k 110.90
Phillips 66 (PSX) 0.1 $246k 2.6k 93.56
ConocoPhillips (COP) 0.1 $235k 3.8k 61.00
SYSCO Corporation (SYY) 0.1 $226k 3.2k 70.71
Vanguard Bd Index Intermed Term (BIV) 0.1 $201k 2.3k 86.49