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Barbara Marie Villard Schmoyer

@Financial Synergies Wealth Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$805.308MTotal holdings76
Assets growth rate8.49%Assets growth rate (2-Q avg)2.95%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Synergies Wealth Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Financial Synergies Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 805.308M in assets, with a quarterly growth rate of 8.49% and a 2-quarter average growth rate of 2.95%. The portfolio is managed by Barbara Marie Villard Schmoyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
Decreased -0.07%
4.02%
$32.362M
310,634 shares@ $104.18 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.31%
2.45%
$19.657M
82,841 shares@ $237.29 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.86%
1.51%
$12.159M
60,560 shares@ $200.79 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.63%
0.65%
$5.176M
66,319 shares@ $78.05 avg price
EEMIshares Tr
Recent Activity
Decreased -1.39%
0.49%
$3.876M
84,518 shares@ $45.86 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -6.04%
0.41%
$3.274M
17,988 shares@ $181.99 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -6.48%
0.35%
$2.747M
4,787 shares@ $573.82 avg price
EFAIshares Tr
Recent Activity
Decreased -0.73%
0.3%
$2.389M
28,563 shares@ $83.64 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -11.6%
0.29%
$2.333M
26,866 shares@ $86.83 avg price
DFIVDimensional Etf Trust
Recent Activity
Decreased -2.09%
0.28%
$2.221M
58,319 shares@ $38.09 avg price