Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for Financial Synergies Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.9 $55M 185k 298.52
Vanguard Index Fds Small Cp Etf (VB) 26.7 $55M 355k 153.89
Vanguard Index Fds Real Estate Etf (VNQ) 20.1 $41M 443k 93.25
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 6.6 $14M 331k 41.08
Vanguard Index Fds Mid Cap Etf (VO) 4.9 $10M 59k 167.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.4M 12k 296.78
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.5 $3.1M 81k 37.76
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.4 $3.0M 75k 39.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $2.8M 41k 69.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $2.8M 40k 70.93
Schwab Strategic Tr Us Reit Etf (SCHH) 1.1 $2.2M 46k 47.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.5M 7.9k 193.23
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.7 $1.5M 55k 27.38
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.7 $1.5M 49k 30.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.5M 46k 31.86
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.7 $1.4M 52k 27.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.3M 25k 53.85
Noble Energy 0.5 $982k 44k 22.46
Exxon Mobil Corporation (XOM) 0.3 $582k 8.2k 70.61
Chevron Corporation (CVX) 0.3 $563k 4.7k 118.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $331k 3.9k 84.02
Phillips 66 (PSX) 0.2 $314k 3.1k 102.42
Royal Dutch Shell Spons Adr A 0.1 $273k 4.6k 58.85
Vanguard Index Fds Value Etf (VTV) 0.1 $262k 2.4k 111.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $251k 1.2k 208.02
SYSCO Corporation (SYY) 0.1 $242k 3.0k 79.41
Vanguard Bd Index Intermed Term (BIV) 0.1 $206k 2.3k 87.99
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $203k 1.9k 108.91