test

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
DFATDimensional Etf Trust
Recent Activity
Decreased -0.36%
0.24%
$1.863M
33,490 shares@ $55.63 avg price
IDEVIshares Tr
Recent Activity
Decreased -0.63%
0.18%
$1.446M
20,410 shares@ $70.83 avg price
IJHIshares Tr
Recent Activity
Decreased -39.01%
0.14%
$1.084M
17,401 shares@ $62.33 avg price
DFCFDimensional Etf Trust
Recent Activity
Decreased -26.97%
0.14%
$1.068M
24,723 shares@ $43.19 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.77%
0.11%
$878,157
2,884 shares@ $304.5 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -26.36%
0.11%
$860,593
18,910 shares@ $45.51 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.18%
0.1%
$785,643
5,335 shares@ $147.27 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -9.62%
0.08%
$585,151
2,066 shares@ $283.23 avg price
MGCVanguard World Fd
Recent Activity
Decreased -2.01%
0.07%
$521,639
2,524 shares@ $206.68 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.83%
0.07%
$519,524
1,064 shares@ $488.28 avg price