Financial Synergies Wealth Advisors, Inc.

Q2 2022 13F Holdings Report, Stock Holdings

Signature - Title
Barbara Marie Villard Schmoyer - CCO & Director of Operations
Location
Houston, TX
Holdings as of
30 Jun 2022
Value $
$614,173,006
Num holdings
490
Filing time
04 Apr 2024, 14:35:34 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, VUG, VTV, DFCF, and EFV.
Previous filing
Q1 2022 - 05 Apr 2024
Next filing
Q3 2022 - 04 Apr 2024
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q2 compared to 2022 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Barbara Marie Villard Schmoyer CCO & Director of Operations Houston, Texas 04 Apr 2024