Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors as of March 31, 2020

Portfolio Holdings for Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors holds 35 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 27.0 $47M 411k 115.44
Ishares Tr Core S&p500 Etf (IVV) 26.6 $47M 181k 258.40
Vanguard Index Fds Real Estate Etf (VNQ) 18.6 $33M 468k 69.85
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.0 $12M 368k 33.34
Vanguard Index Fds Mid Cap Etf (VO) 4.6 $8.0M 61k 131.65
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 1.7 $2.9M 113k 25.87
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 1.6 $2.8M 91k 31.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $2.5M 49k 51.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $2.5M 41k 61.25
Schwab Strategic Tr Us Reit Etf (SCHH) 1.1 $1.9M 59k 32.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.6M 6.4k 257.76
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.8 $1.5M 62k 23.48
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.8 $1.4M 67k 21.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $1.3M 49k 25.84
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.7 $1.3M 61k 20.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.2M 22k 54.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.2M 8.0k 143.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $858k 3.6k 236.84
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $682k 5.9k 115.36
Chevron Corporation (CVX) 0.3 $561k 7.7k 72.46
Spdr Gold Trust Gold Shs (GLD) 0.2 $432k 2.9k 148.05
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $371k 6.6k 56.26
Apple (AAPL) 0.2 $370k 1.5k 254.33
ConocoPhillips (COP) 0.2 $363k 12k 30.80
Vanguard Index Fds Large Cap Etf (VV) 0.2 $361k 3.0k 118.44
Exxon Mobil Corporation (XOM) 0.2 $304k 8.0k 37.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $274k 3.4k 79.64
Phillips 66 (PSX) 0.2 $264k 4.9k 53.66
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $260k 2.8k 92.44
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $257k 2.4k 106.16
Amazon (AMZN) 0.1 $254k 130.00 1949.72
Microsoft Corporation (MSFT) 0.1 $250k 1.6k 157.71
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $248k 5.8k 42.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $231k 1.8k 128.88
Noble Energy 0.1 $161k 27k 6.04