Financial Synergies Wealth Advisors, Inc.
CIK Number: 0002017868
805.31M
Market Value
74
# of Holdings
14 months
Avg. Holding Period
68.83%
Win Rate
11.30%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 607.65 | -0.48% | 227.66K | +1.24% | 131.32M | 318.64 | 16.31% | |
| 2 | Vanguard Index ... | 424.54 | -0.56% | 249.89K | +1.26% | 95.94M | 248.11 | 11.91% | |
| 3 | Vanguard Index ... | 277.55 | -0.40% | 345.00K | +2.77% | 91.02M | 227.32 | 11.30% | |
| 4 | Vanguard Index ... | 174.73 | -0.45% | 480.68K | +2.98% | 83.91M | 119.93 | 10.42% | |
| 5 | Ishares Tr | 54.52 | -0.90% | 848.52K | +1.31% | 48.82M | 44.94 | 6.06% |
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