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Financial Synergies Wealth Advisors, Inc. Historic Quarter Change: USA ETF, Reduced

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Financial Synergies Wealth Advisors, Inc. historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 29 quarters from 2019-03-31 to 2026-06-30, Financial Synergies Wealth Advisors, Inc. opened 210 positions, added to 930, reduced 673 and sold out of 159.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 232,491.
  • Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 542,399.
  • Q2 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 654,368.
  • Q2 2026: Stock EFG; Country of operation —; Class EAFE GRWTH ETF; Shares before 486,256.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2017868), 29 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-04-04); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-04-04); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-04-04); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-04-04); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-04-04); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-04-04); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-04-04); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-04-05); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-04-05); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-04-05); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-04-05); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-04-05); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-04-05); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-04-05); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-04-05); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-04-05); Q4 2019 (2019-09-30 to 2019-12-31, filed 2024-04-05); Q3 2019 (2019-06-30 to 2019-09-30, filed 2024-04-05); Q2 2019 (2019-03-31 to 2019-06-30, filed 2024-04-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF232,491227,842-4,649$151,865,573$170,628,916+$18,763,3432026-07-17
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF542,399522,479-19,920$106,418,598$113,863,822+$7,445,2242026-07-17
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT654,368621,616-32,752$45,642,204$51,494,679+$5,852,4752026-07-17
Q2 2026EFG
ISHARES TR		EAFE GRWTH ETF486,256479,599-6,657$54,154,245$59,671,660+$5,517,4152026-07-17
Q2 2026SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF1,240,2451,180,275-59,970$36,128,347$39,940,501+$3,812,1542026-07-17
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT911,468869,861-41,607$58,406,845$61,977,588+$3,570,7432026-07-17
Q2 2026DFAS
DIMENSIONAL ETF TRUST		US SMALL CAP ETF283,357278,687-4,670$20,155,198$22,947,113+$2,791,9152026-07-17
Q2 2026VONV
VANGUARD SCOTTSDALE FDS		VNG RUS1000VAL218,377217,227-1,150$20,470,648$23,093,446+$2,622,7982026-07-17
Q2 2026VB
VANGUARD INDEX FDS		SMALL CP ETF76,98574,319-2,666$20,163,831$22,527,596+$2,363,7652026-07-17
Q2 2026AVUV
AMERICAN CENTY ETF TR		US SML CP VALU185,094180,780-4,314$20,447,398$22,554,132+$2,106,7342026-07-17
Q2 2026VBR
VANGUARD INDEX FDS		SM CP VAL ETF59,08458,878-206$12,835,945$14,306,746+$1,470,8012026-07-17
Q2 2026IWN
ISHARES TR		RUS 2000 VAL ETF28,68428,554-130$5,438,246$6,316,180+$877,9342026-07-17
Q2 2026EEM
ISHARES TR		MSCI EMG MKT ETF79,98378,775-1,208$4,542,208$5,389,000+$846,7922026-07-17
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT4,2852,627-1,658$2,786,821$1,961,858-$824,9632026-07-17
Q2 2026SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF211,882199,216-12,666$6,559,884$7,345,081+$785,1972026-07-17
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF15,6445,095-10,549$1,056,462$392,911-$663,5512026-07-17
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF291,648272,927-18,721$7,477,852$8,032,256+$554,4042026-07-17
Q2 2026FNDF
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL192,672188,870-3,802$9,427,461$9,964,768+$537,3072026-07-17
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF102,25299,074-3,178$5,526,741$5,913,719+$386,9782026-07-17
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 12,9222,751-171$1,686,274$2,025,522+$339,2482026-07-17
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF7,6017,362-239$1,885,075$2,212,034+$326,9592026-07-17
Q2 2026VXF
VANGUARD INDEX FDS		EXTEND MKT ETF13,37812,422-956$2,753,237$3,058,368+$305,1312026-07-17
Q2 2026EFV
ISHARES TR		EAFE VALUE ETF899,157877,262-21,895$66,852,350$67,154,370+$302,0202026-07-17
Q2 2026DFAT
DIMENSIONAL ETF TRUST		US TARGETED VLU27,88927,819-70$1,741,650$1,944,514+$202,8642026-07-17
Q2 2026EFA
ISHARES TR		MSCI EAFE ETF29,51129,501-10$2,866,381$3,064,559+$198,1782026-07-17
Q2 2026FNDA
SCHWAB STRATEGIC TR		FUNDAMENTAL US S17,03817,030-8$552,552$648,176+$95,6242026-07-17
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF1,302861-441$280,025$203,787-$76,2382026-07-17
Q2 2026VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF3,6633,659-4$506,605$574,334+$67,7292026-07-17
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT3,2432,667-576$1,040,289$986,893-$53,3962026-07-17
Q2 2026RFG
INVESCO EXCHANGE TRADED FD T		S&P MDCP400 PR8,4396,388-2,051$462,561$412,218-$50,3432026-07-17
Q2 2026VV
VANGUARD INDEX FDS		LARGE CAP ETF1,0131,010-3$302,727$347,484+$44,7572026-07-17
Q2 2026SCZ
ISHARES TR		EAFE SML CP ETF9,3359,138-197$731,968$751,764+$19,7962026-07-17

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