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| Name: |
Financial Synergies Wealth Advisors Inc. |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77027 |
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data |
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| Holdings
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37 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CFT |
iShares Barclays Credit Bond |
46 |
New |
$50.36 |
$756,000 |
14,887 |
0.1% |
756,000 |
14,887 |
0.01 |
Closed - End Fund - E... |
|
|
AVLV |
Avantis Us Large Cap Value Etf |
62 |
New |
$0.00 |
$323,000 |
5,022 |
0.04% |
323,000 |
5,022 |
0.006 |
N/A |
|
|
HYS |
Pimco 0 To 5 Year High Yiel... |
74 |
New |
$93.01 |
$177,000 |
1,897 |
0.02% |
177,000 |
1,897 |
0.012 |
N/A |
|
|
PRFD |
Pimco Preferred And Capital... |
94 |
New |
$0.00 |
$119,000 |
2,393 |
0.02% |
119,000 |
2,393 |
0.027 |
N/A |
|
|
PYLD |
Pimco Multisector Bond Acti... |
95 |
New |
$25.68 |
$111,000 |
4,296 |
0.01% |
111,000 |
4,296 |
0.005 |
N/A |
|
|
FBTC |
Fidelity Wise Origin Bitcoi... |
|
New |
$0.00 |
$104,000 |
1,668 |
0.01% |
104,000 |
1,668 |
0.019 |
N/A |
|
|
SCHP |
Schwab U.S. Tips Etf |
117 |
New |
$51.98 |
$60,000 |
1,152 |
0.01% |
60,000 |
1,152 |
0 |
N/A |
|
|
ARKK |
Ark Innovation ETF |
198 |
New |
$45.77 |
$20,000 |
405 |
0% |
20,000 |
405 |
0 |
N/A |
|
|
IBIT |
iShares Bitcoin Trust |
|
New |
$37.67 |
$10,000 |
253 |
0% |
10,000 |
253 |
0.003 |
N/A |
|
|
CORP |
Pimco Investment Grade Orate B |
291 |
New |
$95.20 |
$3,000 |
27 |
0% |
3,000 |
27 |
0 |
Closed - End Fund - E... |
|
|
EWTX |
Edgewise Therapeutics, Inc. |
330 |
New |
$0.00 |
$2,000 |
111 |
0% |
2,000 |
111 |
0 |
N/A |
|
|
NGG |
National Grid Transco Plc (... |
304 |
New |
$72.80 |
$2,000 |
23 |
0% |
2,000 |
23 |
0 |
Foreign Utilities |
|
|
KVUE |
Kenvue Inc. |
347 |
New |
$20.54 |
$2,000 |
73 |
0% |
2,000 |
73 |
0 |
N/A |
|
|
KMB |
Kimberly Clark Corp |
346 |
New |
$134.11 |
$2,000 |
14 |
0% |
2,000 |
14 |
0 |
Paper & Paper Products |
|
|
NEM |
Newmont Mining Corp |
432 |
New |
$43.19 |
$1,000 |
17 |
0% |
1,000 |
17 |
0 |
Gold |
|
|
HRL |
Hormel Foods Corp |
396 |
New |
$35.60 |
$1,000 |
35 |
0% |
1,000 |
35 |
0 |
Meat Products |
|
|
D |
Dominion Energy Inc |
443 |
New |
$53.22 |
$1,000 |
25 |
0% |
1,000 |
25 |
0 |
Electric Utilities |
|
|
TWLO |
Twilio Inc |
359 |
New |
$61.44 |
$1,000 |
12 |
0% |
1,000 |
12 |
0 |
N/A |
|
|
RGEN |
Repligen Corp |
424 |
New |
$176.03 |
$1,000 |
4 |
0% |
1,000 |
4 |
0 |
Biotechnology |
|
|
ROST |
Ross Stores Inc |
376 |
New |
$133.00 |
$1,000 |
5 |
0% |
1,000 |
5 |
0 |
Apparel Stores |
|
|
SQSP |
Squarespace, Inc. |
420 |
New |
$43.15 |
$1,000 |
23 |
0% |
1,000 |
23 |
0 |
N/A |
|
|
APO |
Apollo Global Management LLC |
449 |
New |
$115.32 |
$1,000 |
12 |
0% |
1,000 |
12 |
0 |
Diversified Investments |
|
|
VOD |
Vodafone Group Public Limit... |
416 |
New |
$9.64 |
$1,000 |
93 |
0% |
1,000 |
93 |
0 |
Wireless Communications |
|
|
SNE |
Sony Corporation (ADR) |
409 |
New |
$84.84 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
Electronic Equipment |
|
|
DVAX |
Dynavax Technologies Corp |
402 |
New |
$11.04 |
$1,000 |
81 |
0% |
1,000 |
81 |
0 |
Drug Manufacturers - ... |
|
|
AER |
Aercap Holdings (NV) |
365 |
New |
$92.83 |
$1,000 |
14 |
0% |
1,000 |
14 |
0 |
Rental & Leasing Serv... |
|
|
ZD |
Ziff Davis Inc |
414 |
New |
$57.50 |
$1,000 |
13 |
0% |
1,000 |
13 |
0 |
Internet Software & S... |
|
|
BH |
Biglari Holdings Inc |
381 |
New |
$213.83 |
$1,000 |
5 |
0% |
1,000 |
5 |
0 |
Restaurants |
|
|
LGND |
Ligand Pharmaceuticals Inc |
439 |
New |
$85.77 |
$1,000 |
13 |
0% |
1,000 |
13 |
0 |
Drug Manufacturers - ... |
|
|
DNLI |
Denali Therapeutics Inc. |
399 |
New |
$20.86 |
$1,000 |
36 |
0% |
1,000 |
36 |
0 |
N/A |
|
|
DFLV |
Dfa Dimensional Us Large Ca... |
444 |
New |
$0.00 |
$1,000 |
33 |
0% |
1,000 |
33 |
0 |
N/A |
|
|
PAG |
Penske Automotive |
378 |
New |
$160.03 |
$1,000 |
4 |
0% |
1,000 |
4 |
0 |
Auto Dealerships |
|
|
NXT |
Nextracker Inc. |
473 |
New |
$45.98 |
$0 |
1 |
0% |
0 |
1 |
0 |
N/A |
|
|
KLG |
Wk Kellogg Co |
484 |
New |
$20.90 |
$0 |
1 |
0% |
0 |
1 |
0 |
N/A |
|
|
PLTR |
Palantir Technologies Inc |
466 |
New |
$21.67 |
$0 |
3 |
0% |
0 |
3 |
0 |
N/A |
|
|
CENN |
Cenntro Inc |
|
New |
$1.54 |
$0 |
1 |
0% |
0 |
1 |
0 |
N/A |
|
|
SBLK |
Star Bulk Carriers Corp |
456 |
New |
$25.31 |
$0 |
4 |
0% |
0 |
4 |
0 |
Water Transportation |
|
