Holdings
Financial Synergies Wealth Advisors, Inc.
As of Sep 30, 2026, Financial Synergies Wealth Advisors, Inc. reported 113 positions worth US$1.19B. Largest: iShares Core S&P 500 ETF, Vanguard Morningstar Growth ETF and Vanguard Morningstar Mid-Cap ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 229K | US$175M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 1.53M | US$138M | new | Sep 30, 2026 |
| Vanguard Morningstar Mid-Cap ETF | 1.56M | US$122M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 531K | US$115M | new | Sep 30, 2026 |
| iShares MSCI EAFE Value ETF | 884K | US$69.9M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 880K | US$62.2M | new | Sep 30, 2026 |
| iShares MSCI EAFE Growth ETF | 489K | US$58.6M | new | Sep 30, 2026 |
| iShares Core MSCI Emerging Markets ETF | 630K | US$51.1M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap Growth ETF | 1.18M | US$42.3M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Corporate Bond ETF | 370K | US$29M | new | Sep 30, 2026 |