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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
IVVIshares Tr
Recent Activity
Increased 1.25%
16.31%
$131.322M
227,665 shares@ $576.82 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1.27%
11.92%
$95.939M
249,888 shares@ $383.93 avg price
VOVanguard Index Fds
Recent Activity
Increased 2.78%
11.31%
$91.021M
344,997 shares@ $263.84 avg price
VTVVanguard Index Fds
Recent Activity
Increased 2.98%
10.42%
$83.912M
480,678 shares@ $174.57 avg price
EFVIshares Tr
Recent Activity
Increased 1.32%
6.07%
$48.815M
848,519 shares@ $57.54 avg price
EFGIshares Tr
Recent Activity
Increased 1.99%
5.71%
$45.929M
426,651 shares@ $107.66 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.04%
5.51%
$44.305M
838,948 shares@ $52.81 avg price
IEMGIshares Inc
Recent Activity
Increased 2.27%
4.22%
$33.943M
591,235 shares@ $57.42 avg price
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