Financial Synergies Wealth Advisors, Inc.

Q1 2019 13F Holdings Report, Stock Holdings

Signature - Title
Barbara Marie Villard Schmoyer - CCO & Director of Operations
Location
Houston, TX
Holdings as of
31 Mar 2019
Value $
$188,121,580
Num holdings
28
Filing time
05 Apr 2024, 06:01:19 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VB, IVV, VNQ, VEA, and VO.
Next filing
Q2 2019 - 05 Apr 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* 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