Financial Synergies Wealth Advisors, Inc. Purchases in Q4 2024

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

Stock	Shares change	Price Range	Shares Held
VUG Vanguard Growth ETF ETFs	695 + 0.28%	$378.79 - $428.11 $263K - $298K	251K $103B
IVV Ishares Core S&P 500 ETF ETFs	795 + 0.35%	$570.51 - $610.59 $454K - $485K	228K $134B
SCHG Schwab Strategic Tr Us Large C ETFs	925K + 297.74%	$25.93 - $105.3 $24M - $97.4M	1.24M $34.4B
VO Vanguard Mid Cap ETF ETFs	4.61K + 1.34%	$261.5 - $284.63 $1.21M - $1.31M	350K $92.3B
AAPL Apple Inc. Technology	2.25K + 12.17%	$221.69 - $259.02 $499K - $584K	20.8K $5.2B
FBND Fidelity Merrimack Str Tr Tota ETFs	19.3K + 45.53%	$44.87 - $46.86 $866K - $904K	61.7K $2.77B
AVUV American Centy ETF Tr Avantis ETFs	4.24K + 2.74%	$94.37 - $106.41 $400K - $451K	159K $15.4B
DFAS Dimensional ETF Tr U S Small C ETFs	5.88K + 2.4%	$63.58 - $71.15 $374K - $419K	251K $16.3B
USIG Ishares Tr Broad Usd Inbd Etfv ETFs	8.41K + 45.65%	$50.14 - $52.56 $422K - $442K	26.8K $1.35B
PLTR Palantir Technologies Inc. Technology	4.88K New	$36.46 - $82.38 $178K - $402K	4.88K $369M
QQQ Invesco Qqq Trust, Series 1 ETFs	477 + 44.83%	$481.22 - $538.17 $230K - $257K	1.54K $788M
TSLA Tesla, Inc. Consumer Cyclical	622 New	$213.65 - $479.86 $133K - $298K	622 $251M
ET Energy Transfer LP Energy	10.6K New	$16.05 - $19.86 $170K - $210K	10.6K $207M
MCK Mckesson Corp Healthcare	360 New	$482.27 - $628.5 $174K - $226K	360 $205M
SPY Spdr S&P 500 ETF Trust ETFs	168 + 3.51%	$567.81 - $607.81 $95.4K - $102K	4.96K $2.9B
SCHM Schwab Strategic U.S. Mid Cap ETFs	154K + 207.38%	$27.54 - $83.04 $4.24M - $12.8M	228K $6.32B
SCHX Schwab Strategic Tr Us Large C ETFs	192K + 198.98%	$22.4 - $68.28 $4.31M - $13.1M	289K $6.7B
IVW Ishares S&P 500 Growth ETF ETFs	768 + 20.92%	$94.43 - $105.47 $72.5K - $81K	4.44K $451M
VOO Vanguard Index Fds S&P 500 ETF ETFs	12 + 0.29%	$521.84 - $558.82 $6.26K - $6.71K	4.12K $2.22B
BXSL Blackstone Secured Lending Fund Financial Services	120 + 1.48%	$29.25 - $33.27 $3.51K - $3.99K	8.22K $266M
DFAC Dimensional ETF Tr U S Core Eq ETFs	91 + 0.29%	$33.92 - $36.6 $3.09K - $3.33K	31.7K $1.1B
SCHB Schwab Strategic Tr Us Broad M ETFs	10.5K + 200.15%	$22.01 - $66.82 $231K - $702K	15.8K $358M
AVLV American Centy ETF Tr Avantis	38 + 0.7%	$65.51 - $71.22 $2.49K - $2.71K	5.47K $365M
SCHD Schwab Strategic Tr Us Dividen ETFs	6.44K + 201.94%	$26.93 - $84.95 $173K - $547K	9.63K $263M
CVX Chevron Corp Energy	17 + 0.32%	$141.15 - $162.53 $2.4K - $2.76K	5.35K $775M
MCD Mcdonalds Corp Consumer Cyclical	1 + 0.03%	$288.47 - $316.54 $288 - $317	2.89K $836M
DFAI Dimensional ETF Tr ETFs	154 + 0.79%	$29.0 - $31.6 $4.47K - $4.87K	19.8K $577M
IWN Ishares Russell2000 Val ETF ETFs	141 + 0.52%	$162.69 - $181.35 $22.9K - $25.6K	27.1K $4.45B
SCZ Ishares Tr Msci Eafe Small Cap ETFs	104 + 1.17%	$60.13 - $67.31 $6.25K - $7K	9.02K $548M
SCHA Schwab Strategic Tr Us Small C ETFs	10.2K + 79.11%	$25.33 - $51.16 $260K - $524K	23.2K $600M
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	894 + 0.86%	$51.58 - $52.91 $46.1K - $47.3K	105K $5.43B
DFIV Dimensional ETF Tr ETFs	1.79K + 3.07%	$34.86 - $37.97 $62.5K - $68K	60.1K $2.13B
FNDA Schwab Fundamental U S Small C ETFs	5.96K + 63.18%	$29.26 - $59.11 $174K - $352K	15.4K $457M
EFA Ishares Tr Msci Eafe ETF ETFs	1.46K + 5.12%	$75.1 - $82.99 $110K - $121K	30K $2.27B
IDEV Ishares Core Msci Intl Develop ETFs	170 + 0.83%	$64.18 - $70.42 $10.9K - $12K	20.6K $1.33B
FNDX Schwab Fundamental U S Large C ETFs	36.1K + 176.54%	$23.49 - $71.77 $847K - $2.59M	56.5K $1.34B
IVE Ishares S&P 500 Value ETF ETFs	160 + 0.56%	$189.5 - $206.17 $30.3K - $33K	28.7K $5.48B
SCHF Schwab Strategic Tr Intl Eqty ETFs	9.3K + 65.15%	$18.41 - $40.87 $171K - $380K	23.6K $436M
DFUV Dimensional ETF Tr Us Marketwi ETFs	890 + 0.28%	$40.38 - $44.35 $35.9K - $39.5K	315K $12.9B
VWO Vanguard Ftse Emerging Mkts Et ETFs	4.14K + 3.94%	$44.04 - $49.49 $182K - $205K	109K $4.8B
EEM Ishares Msci Emerging Markets ETFs	113 + 0.13%	$41.82 - $47.36 $4.73K - $5.35K	84.6K $3.54B
IEFA Ishares Tr ETFs	2.38K + 3.59%	$70.06 - $77.43 $167K - $184K	68.7K $4.83B
FNDF Schwab Fundamental Intl Large ETFs	4.91K + 2.54%	$32.92 - $37.15 $162K - $182K	198K $6.57B
VTV Vanguard Value ETF ETFs	10.3K + 2.15%	$168.32 - $181.87 $1.74M - $1.88M	491K $83.1B
IEMG Ishares Inc ETFs	28.2K + 4.77%	N/A	619K $32.3B
EFV Msci Eafe Value ETF ETFs	33.5K + 3.95%	$51.78 - $57.15 $1.73M - $1.91M	882K $46.3B
VEA Vanguard Ftse Developed Market ETFs	33.6K + 4.0%	$47.57 - $52.44 $1.6M - $1.76M	873K $41.7B
EFG Msci Eafe Growth ETF ETFs	13.4K + 3.14%	$96.83 - $106.88 $1.3M - $1.43M	440K $42.6B

Activity Summary All Purchases 48 New Holdings 4 Increased Positions 44 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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Financial Synergies Wealth Advisors, Inc. Purchases in Q4 2024

Financial Synergies Wealth Advisors, Inc.

695

795

925K

4.61K

2.25K

19.3K

4.24K

5.88K

8.41K

4.88K

477

622

10.6K

360

168

154K

192K

768

12

120

91

10.5K

38

6.44K

17

1

154

141

104

10.2K

894

1.79K

5.96K

1.46K

170

36.1K

160

9.3K

890

4.14K

113

2.38K

4.91K

10.3K

28.2K

33.5K

33.6K

13.4K

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