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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | Liquidated | $1,990 | 13 | 0.00 | 0.00 | 13 | +Inf | 03-31-2024 |
| INTUIT | COM | Liquidated | $1,950 | 3 | 0.00 | 0.00 | 3 | +Inf | 03-31-2024 |
| LAM RESEARCH CORP | COM | Liquidated | $1,944 | 2 | 0.00 | 0.00 | 2 | +Inf | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | FTSE RAFI SML | Liquidated | $1,940 | 59 | 0.00 | 0.00 | 59 | +Inf | 03-31-2024 |
