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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
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 3.45%
1.85%
$14.868M
154,951 shares@ $95.95 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 1.06%
1.63%
$13.098M
314,172 shares@ $41.69 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 0.93%
0.9%
$7.212M
192,988 shares@ $37.37 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 2.64%
0.82%
$6.558M
96,649 shares@ $67.86 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 1.84%
0.77%
$6.169M
74,250 shares@ $83.09 avg price
IVEIshares Tr
Recent Activity
Increased 0.58%
0.7%
$5.629M
28,549 shares@ $197.18 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 0.88%
0.69%
$5.51M
104,008 shares@ $52.98 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.04%
0.68%
$5.446M
46,463 shares@ $117.23 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 1.12%
0.63%
$5.021M
104,922 shares@ $47.85 avg price
IWNIshares Tr
Recent Activity
Increased 0.52%
0.56%
$4.498M
26,963 shares@ $166.82 avg price