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 | 584.41 | +0.04% | 227.66K | +1.24% | 131.32M | 318.64 | 16.31% | |
| 2 | Vanguard Index ... | 403.33 | -0.54% | 249.89K | +1.26% | 95.94M | 248.11 | 11.91% | |
| 3 | Vanguard Index ... | 266.64 | +0.96% | 345.00K | +2.77% | 91.02M | 227.32 | 11.30% | |
| 4 | Vanguard Index ... | 170.53 | +0.76% | 480.68K | +2.98% | 83.91M | 119.93 | 10.42% | |
| 5 | Ishares Tr | 52.27 | +0.66% | 848.52K | +1.31% | 48.82M | 44.94 | 6.06% |
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