Financial Synergies Wealth Advisors, Inc. Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$918.3B
Holdings
90
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (90 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $145.5M |
VUGVANGUARD INDEX FDS | $113.7M |
VOVANGUARD INDEX FDS | $102.5M |
VTVVANGUARD INDEX FDS | $90.4M |
EFVISHARES TR | $57.4M |
EFGISHARES TR | $51.7M |
VEAVANGUARD TAX-MANAGED FDS | $51.3M |
IEMGISHARES INC | $38.9M |
SCHGSCHWAB STRATEGIC TR | $35.8M |
VBVANGUARD INDEX FDS | $19.2M |
VONVVANGUARD SCOTTSDALE FDS | $19.1M |
DFASDIMENSIONAL ETF TRUST | $17.0M |
AVUVAMERICAN CENTY ETF TR | $15.8M |
DFUVDIMENSIONAL ETF TRUST | $13.4M |
VBRVANGUARD INDEX FDS | $11.6M |
FNDFSCHWAB STRATEGIC TR | $8.0M |
HIMUBLACKROCK ETF TRUST II | $7.2M |
SCHXSCHWAB STRATEGIC TR | $7.0M |
SCHMSCHWAB STRATEGIC TR | $6.4M |
IVEISHARES TR | $6.0M |
AQLTISHARES TR | $5.7M |
XOMEXXON MOBIL CORP | $5.4M |
MUNIPIMCO ETF TR | $5.4M |
VWOVANGUARD INTL EQUITY INDEX F | $5.3M |
FBNDFIDELITY MERRIMACK STR TR | $5.0M |
IWNISHARES TR | $4.8M |
AAPLAPPLE INC | $4.5M |
EEMISHARES TR | $4.0M |
SPYSPDR S&P 500 ETF TR | $3.2M |
VXFVANGUARD INDEX FDS | $2.9M |
WMTWALMART INC | $2.9M |
EFAISHARES TR | $2.7M |
DFIVDIMENSIONAL ETF TRUST | $2.6M |
VOOVANGUARD INDEX FDS | $2.5M |
USIGISHARES TR | $2.5M |
CVXCHEVRON CORP NEW | $2.4M |
MSFTMICROSOFT CORP | $2.0M |
STELSTELLAR BANCORP INC | $1.8M |
SLYVSPDR SERIES TRUST | $1.8M |
DFATDIMENSIONAL ETF TRUST | $1.8M |
IWMISHARES TR | $1.7M |
UNHUNITEDHEALTH GROUP INC | $1.6M |
FNDXSCHWAB STRATEGIC TR | $1.6M |
IDEVISHARES TR | $1.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.2M |
DFACDIMENSIONAL ETF TRUST | $1.2M |
CATCATERPILLAR INC | $1.1M |
NVDANVIDIA CORPORATION | $1.1M |
JNJJOHNSON & JOHNSON | $1.0M |
VTIVANGUARD INDEX FDS | $999K |
IJHISHARES TR | $966K |
NDQINVESCO QQQ TR | $898K |
AMZNAMAZON COM INC | $886K |
MCDMCDONALDS CORP | $871K |
SPSMSPDR SERIES TRUST | $747K |
IAU*ISHARES GOLD TR | $694K |
DFAIDIMENSIONAL ETF TRUST | $686K |
SCZISHARES TR | $666K |
SCHASCHWAB STRATEGIC TR | $608K |
SCHFSCHWAB STRATEGIC TR | $589K |
MOATVANECK ETF TRUST | $579K |
BABOEING CO | $567K |
IBITISHARES BITCOIN TRUST ETF | $497K |
IVWISHARES TR | $490K |
FNDASCHWAB STRATEGIC TR | $489K |
MGCVANGUARD WORLD FD | $477K |
DFCFDIMENSIONAL ETF TRUST | $440K |
TSLATESLA INC | $438K |
AVLVAMERICAN CENTY ETF TR | $422K |
SCHBSCHWAB STRATEGIC TR | $377K |
PRFDPIMCO ETF TR | $371K |
COPCONOCOPHILLIPS | $364K |
JPMJPMORGAN CHASE & CO. | $363K |
UNPUNION PAC CORP | $363K |
HYSPIMCO ETF TR | $361K |
AVGOBROADCOM INC | $347K |
BXSLBLACKSTONE SECD LENDING FD | $304K |
PYLDPIMCO ETF TR | $303K |
VVVANGUARD INDEX FDS | $302K |
SCHVSCHWAB STRATEGIC TR | $296K |
QQQMINVESCO EXCH TRADED FD TR II | $285K |
CSCOCISCO SYS INC | $274K |
SCHDSCHWAB STRATEGIC TR | $264K |
VIGVANGUARD SPECIALIZED FUNDS | $263K |
GOOGLALPHABET INC | $256K |
FNDESCHWAB STRATEGIC TR | $233K |
HDHOME DEPOT INC | $227K |
VPLSVANGUARD MALVERN FDS | $205K |
4I1PHILIP MORRIS INTL INC | $204K |
SDYSPDR SERIES TRUST | $204K |