Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors as of Dec. 31, 2019

Portfolio Holdings for Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors holds 35 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 27.2 $60M 365k 165.64
Ishares Tr Core S&p500 Etf (IVV) 26.5 $59M 182k 323.24
Vanguard Index Fds Real Estate Etf (VNQ) 18.4 $41M 440k 92.79
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 6.9 $15M 347k 44.06
Vanguard Index Fds Mid Cap Etf (VO) 4.7 $11M 59k 178.18
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.7 $3.9M 96k 40.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.7M 12k 321.85
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.6 $3.5M 83k 42.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $3.4M 45k 75.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $3.2M 41k 76.81
Schwab Strategic Tr Us Reit Etf (SCHH) 1.1 $2.4M 51k 45.96
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.8 $1.8M 55k 33.25
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.8 $1.8M 59k 29.84
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.8 $1.7M 59k 28.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.6M 8.0k 205.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.6M 48k 33.63
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.3M 25k 53.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $820k 2.8k 295.81
Noble Energy 0.3 $660k 27k 24.84
Chevron Corporation (CVX) 0.3 $587k 4.9k 120.51
Exxon Mobil Corporation (XOM) 0.2 $540k 7.7k 69.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $368k 4.0k 92.90
Phillips 66 (PSX) 0.2 $344k 3.1k 111.43
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $344k 2.7k 126.71
Apple (AAPL) 0.1 $321k 1.1k 293.74
Johnson & Johnson (JNJ) 0.1 $289k 2.0k 145.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $281k 1.2k 226.50
Royal Dutch Shell Spons Adr A 0.1 $274k 4.6k 58.98
Disney Walt Com Disney (DIS) 0.1 $267k 1.8k 144.63
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $260k 4.6k 56.58
Vanguard Index Fds Value Etf (VTV) 0.1 $254k 2.1k 119.88
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $240k 4.1k 59.08
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $233k 2.2k 107.81
Invesco Exchng Traded Fd Tr Ftse Rafi Dev (PXF) 0.1 $221k 5.2k 42.51
SYSCO Corporation (SYY) 0.1 $206k 2.4k 85.55