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Peak shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Peak (DOC) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak 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 Peak by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 590 18.74
2023-09-30 $11k 577 18.36
2023-06-30 $12k 572 20.10
2023-03-31 $13k 567 21.97

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 Peak

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Legal & General Group
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
American Century Companies
Northern Trust
Bank of New York Mellon
Cohen & Steers Capital Management
Cullen Capital Management

View all funds holding Peak