Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL SYNERGIES WEALTH ADVISORS INC | 07-16-2024 | 06-30-2024 | 70 | 742,330,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $123,054,955 | 224,868 | 0.02 | 0.02 | -6,312 | -2.73 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $92,297,096 | 246,774 | 0.01 | 0.01 | -2,598 | -1.04 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 3 | $81,273,363 | 335,696 | 0.01 | 0.01 | 6,187 | 1.88 | 06-30-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $74,877,751 | 466,776 | 0.01 | 0.01 | 4,858 | 1.05 | 06-30-2024 |
