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 |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | Liquidated | $845,565 | 2,999 | 0.00 | 0.00 | 2,999 | +Inf | 03-31-2024 |
| CHEVRON CORP NEW | COM | 52 | $821,752 | 5,210 | 0.00 | 0.00 | 2,425 | 87.07 | 03-31-2024 |
| ISHARES TR | USD INV GRDE ETF | 53 | $755,815 | 14,887 | 0.00 | 14,887 | +Inf | 03-31-2024 | |
| ISHARES TR | EAFE SML CP ETF | 54 | $697,658 | 11,016 | 0.00 | 0.00 | -3,219 | -22.61 | 03-31-2024 |
