Instuitional Investor - Financial Synergies Wealth Advisors, Inc.
Fund Profile
Filing Period:
Fund Name: | Financial Synergies Wealth Advisors, Inc. |
Portfolio Value | $806,245,610 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 228,460 | $134,489,967 | 16.68% | |
2. | Vanguard Index Fds | 250,583 | $102,849,318 | 12.75% | |
3. | Vanguard Index Fds | 349,608 | $92,341,942 | 11.45% | |
4. | Vanguard Index Fds | 491,016 | $83,129,170 | 10.31% | |
5. | Ishares Tr | 882,022 | $46,279,713 | 5.74% |