Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL SYNERGIES WEALTH ADVISORS INC | 04-12-2024 | 03-31-2024 | 573 | 762,141,904 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $121,538,175 | 231,180 | 0.02 | 0.01 | -13,053 | -5.34 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $85,834,152 | 249,372 | 0.01 | 0.01 | -28,242 | -10.17 | 03-31-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $82,331,147 | 329,509 | 0.01 | 0.01 | 168,307 | 104.41 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $75,227,959 | 461,918 | 0.01 | 0.01 | 7,131 | 1.57 | 03-31-2024 |
