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 | USD INV GRDE ETF | 51 | $921,887 | 18,361 | 0.00 | 0.00 | 3,474 | 23.34 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 52 | $853,164 | 5,454 | 0.00 | 0.00 | 244 | 4.68 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 53 | $611,712 | 2,286 | 0.00 | 0.00 | 1 | 0.04 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 54 | $551,290 | 11,617 | 0.00 | 0.00 | -634 | -5.18 | 06-30-2024 |
