| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q2 2024 | 27.3% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 27.6% |
| VANGUARD TAX-MANAGED INTL FD | 22 | Q2 2024 | 7.0% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 20.1% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 10.9% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 1.4% |
| SPDR S&P 500 ETF TR | 22 | Q2 2024 | 1.7% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 1.0% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 1.6% |
View Financial Synergies Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-07 |
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
View Financial Synergies Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.