Notify me when Financial Synergies Wealth Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 107 | $1,035,763,037 | +$30,492,019 | -$2,720,125 | +$27,771,894 | IVV, VUG, VO, VTV, EFV | 13F-HR | 06 Feb 2026, 12:43 |
| Q3 2025 | 93 | $987,850,219 | +$11,285,348 | -$4,849,916 | +$6,435,432 | IVV, VUG, VO, VTV, EFV | 13F-HR | 27 Oct 2025, 13:23 |
| Q2 2025 | 90 | $918,255,480 | +$23,640,160 | -$2,631,057 | +$21,009,103 | IVV, VUG, VO, VTV, EFV | 13F-HR | 29 Jul 2025, 15:18 |
| Q1 2025 | 81 | $821,860,288 | +$32,096,959 | -$2,002,204 | +$30,094,755 | IVV, VUG, VO, VTV, EFV | 13F-HR | 30 Apr 2025, 14:05 |
| Q4 2024 | 73 | $806,245,610 | +$51,205,887 | -$3,215,791 | +$47,990,096 | IVV, VUG, VO, VTV, EFV | 13F-HR | 27 Jan 2025, 17:42 |
| Q3 2024 | 76 | $805,307,856 | +$18,497,272 | -$3,472,235 | +$15,025,037 | IVV, VUG, VO, VTV, EFV | 13F-HR | 07 Oct 2024, 14:00 |
| Q2 2024 | 70 | $742,330,358 | +$14,229,865 | -$39,490,456 | -$25,260,591 | IVV, VUG, VO, VTV, EFV | 13F-HR | 23 Jul 2024, 16:35 |
| Q1 2024 | 506 | $762,141,903 | +$87,963,696 | -$127,996,916 | -$40,033,220 | IVV, VUG, VO, VTV, EFV | 13F-HR | 12 Apr 2024, 15:14 |
| Q4 2023 | 460 | $564,416,612 | +$43,799,273 | -$47,491,311 | -$3,692,038 | IVV, VTV, DFCF, EFV, VO | 13F-HR | 04 Apr 2024, 14:50 |
| Q3 2023 | 499 | $692,540,070 | +$12,237,075 | -$5,257,552 | +$6,979,523 | IVV, VUG, VO, VTV, DFCF | 13F-HR | 04 Apr 2024, 14:49 |
| Q2 2023 | 494 | $712,970,120 | +$17,258,242 | -$18,538,421 | -$1,280,179 | IVV, VUG, VO, VTV, DFCF | 13F-HR | 04 Apr 2024, 14:48 |
| Q1 2023 | 496 | $681,652,882 | +$29,593,662 | -$30,771,733 | -$1,178,071 | IVV, VUG, VTV, VO, DFCF | 13F-HR | 04 Apr 2024, 14:46 |
| Q4 2022 | 460 | $645,936,052 | +$43,742,400 | -$27,452,153 | +$16,290,247 | IVV, VTV, VUG, DFCF, EFV | 13F-HR | 04 Apr 2024, 14:39 |
| Q3 2022 | 467 | $581,598,982 | +$18,619,321 | -$12,121,536 | +$6,497,785 | IVV, VUG, VTV, DFCF, EFV | 13F-HR | 04 Apr 2024, 14:37 |
| Q2 2022 | 490 | $614,173,006 | +$137,381,076 | -$60,570,047 | +$76,811,029 | IVV, VUG, VTV, DFCF, EFV | 13F-HR | 04 Apr 2024, 14:35 |
| Q1 2022 | 59 | $635,470,443 | +$26,212,160 | -$78,168,817 | -$51,956,657 | IVV, VUG, VTV, VXF, EFV | 13F-HR | 05 Apr 2024, 06:04 |
| Q4 2021 | 67 | $730,050,150 | +$12,773,635 | -$44,662,744 | -$31,889,109 | IVV, VUG, VTV, VXF, EFV | 13F-HR | 05 Apr 2024, 06:04 |
| Q3 2021 | 67 | $731,640,873 | +$15,851,329 | -$7,359,145 | +$8,492,184 | IVV, VUG, VXF, VTV, BNDX | 13F-HR | 05 Apr 2024, 06:04 |
| Q2 2021 | 64 | $732,913,780 | +$41,208,888 | -$22,602,357 | +$18,606,531 | IVV, VUG, VXF, VTV, BNDX | 13F-HR | 05 Apr 2024, 06:04 |
| Q1 2021 | 62 | $688,239,596 | +$19,301,172 | -$3,037,686 | +$16,263,486 | IVV, VUG, VXF, VTV, BNDX | 13F-HR | 05 Apr 2024, 06:04 |
| Q4 2020 | 56 | $642,729,130 | +$280,754,135 | -$86,917,686 | +$193,836,449 | IVV, VUG, VXF, BNDX, VTV | 13F-HR | 05 Apr 2024, 06:01 |
| Q3 2020 | 60 | $390,513,370 | +$146,067,323 | -$65,785,647 | +$80,281,676 | IVV, VB, VUG, VBR, VNQ | 13F-HR | 05 Apr 2024, 06:01 |
| Q2 2020 | 52 | $295,302,327 | +$97,195,629 | -$12,641,625 | +$84,554,004 | IVV, VB, VNQ, VBR, SCZ | 13F-HR | 05 Apr 2024, 06:01 |
| Q1 2020 | 35 | $175,746,470 | +$13,120,261 | -$3,708,270 | +$9,411,991 | VB, IVV, VNQ, VEA, VO | 13F-HR | 05 Apr 2024, 06:01 |
| Q4 2019 | 35 | $222,480,445 | +$7,315,246 | -$1,893,407 | +$5,421,839 | VB, IVV, VNQ, VEA, VO | 13F-HR | 05 Apr 2024, 06:01 |
| Q3 2019 | 28 | $205,025,671 | +$4,350,463 | -$635,326 | +$3,715,137 | IVV, VB, VNQ, VEA, VO | 13F-HR | 05 Apr 2024, 06:01 |
| Q2 2019 | 29 | $199,209,406 | +$7,020,921 | -$309,976 | +$6,710,945 | VB, IVV, VNQ, VEA, VO | 13F-HR | 05 Apr 2024, 06:01 |
| Q1 2019 | 28 | $188,121,580 | $0 | $0 | $0 | VB, IVV, VNQ, VEA, VO | 13F-HR | 05 Apr 2024, 06:01 |