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inv grd crp bd shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in inv grd crp bd

Tip: Access up to 7 years of quarterly data

All positions including inv grd crp bd held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in inv grd crp bd by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6k 27 96.07

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding inv grd crp bd

Bank of America Corporation
CWM
Allianz Asset Management
Migdal Insurance & Financial Holdings
RAM Investment Partners
Mokosak Advisory Group
Advisor Group Holdings
UBS Group
Clear Rock Advisors
P-Solve
Jane Street
Royal Bank of Canada
Tradewinds Capital Management
Cornerstone Wealth Management
Wells Fargo & Company

View all funds holding inv grd crp bd