SEC Form 13F

Financial Synergies Wealth Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$1,179,750,416
Positions116

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$170,628,916227,842
VANGUARD INDEX FDSVUGGROWTH ETF$130,568,1731,515,767
VANGUARD INDEX FDSVOMID CAP ETF$123,051,9231,527,267
VANGUARD INDEX FDSVTVVALUE ETF$113,863,822522,479
ISHARES TREFVEAFE VALUE ETF$67,154,370877,262
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$61,977,588869,861
ISHARES TREFGEAFE GRWTH ETF$59,671,660479,599
ISHARES INCIEMGCORE MSCI EMKT$51,494,679621,616
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$39,940,5011,180,275
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$23,093,446217,227

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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