Financial Synergies Wealth Advisors, Inc.: 13F holdings
CIK 20178682026Q2
| Positions | 116 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 116 (+5 vs prior quarter) |
|---|
| Reported value | $1.2bn (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 227,842 | $170.6m | 14.5% |
| VUG VANGUARD INDEX FDS | 1,515,767 | $130.6m | 11.1% |
| VO VANGUARD INDEX FDS | 1,527,267 | $123.1m | 10.4% |
| VTV VANGUARD INDEX FDS | 522,479 | $113.9m | 9.7% |
| EFV ISHARES TR | 877,262 | $67.2m | 5.7% |
| VEA VANGUARD TAX-MANAGED FDS | 869,861 | $62.0m | 5.3% |
| EFG ISHARES TR | 479,599 | $59.7m | 5.1% |
| IEMG ISHARES INC | 621,616 | $51.5m | 4.4% |
| SCHG SCHWAB STRATEGIC TR | 1,180,275 | $39.9m | 3.4% |
| VONV VANGUARD SCOTTSDALE FDS | 217,227 | $23.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2017868")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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