0001214659-24-006189.txt : 20240405 0001214659-24-006189.hdr.sgml : 20240405 20240405060119 ACCESSION NUMBER: 0001214659-24-006189 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20240405 DATE AS OF CHANGE: 20240405 EFFECTIVENESS DATE: 20240405 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Synergies Wealth Advisors, Inc. CENTRAL INDEX KEY: 0002017868 ORGANIZATION NAME: IRS NUMBER: 760536705 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24048 FILM NUMBER: 24824643 BUSINESS ADDRESS: STREET 1: 4400 POST OAK PKWY, STE 200 CITY: HOUSTON STATE: TX ZIP: 77027 BUSINESS PHONE: 7136236600 MAIL ADDRESS: STREET 1: 4400 POST OAK PKWY, STE 200 CITY: HOUSTON STATE: TX ZIP: 77027 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002017868 XXXXXXXX 06-30-2019 06-30-2019 false Financial Synergies Wealth Advisors, Inc.

4400 POST OAK PKWY, STE 200 HOUSTON TX 77027

13F HOLDINGS REPORT 028-24048 000105643 801-30106 N Barbara Marie Villard Schmoyer 832-706-0070 /s/ Barbara Marie Villard Schmoyer Houston TX 04-04-2024 0 29 199209406 INFORMATION TABLE 2 infotable.xml ANADARKO PETE CORP COM 032511107 259661 3680 SH SOLE 3680 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 252393 1184 SH SOLE 1184 0 0 CHEVRON CORP NEW COM 166764100 584627 4698 SH SOLE 4698 0 0 CONOCOPHILLIPS COM 20825C104 234623 3846 SH SOLE 3846 0 0 EXXON MOBIL CORP COM 30231G102 627903 8194 SH SOLE 8194 0 0 ISHARES TR CORE S&P500 ETF 464287200 54089937 183511 SH SOLE 183511 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1539350 7924 SH SOLE 7924 0 0 NOBLE ENERGY INC COM 655044105 1046595 46723 SH SOLE 46723 0 0 PHILLIPS 66 COM 718546104 245866 2628 SH SOLE 2628 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 302120 4643 SH SOLE 4643 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1490744 51870 SH SOLE 51870 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1359207 48787 SH SOLE 48787 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1427003 45708 SH SOLE 45708 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 2774260 70935 SH SOLE 70935 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2891258 76712 SH SOLE 76712 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1381552 43052 SH SOLE 43052 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2649180 37743 SH SOLE 37743 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 326838 3928 SH SOLE 3928 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2730034 38193 SH SOLE 38193 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1289751 24335 SH SOLE 24335 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1920752 43221 SH SOLE 43221 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3465216 11827 SH SOLE 11827 0 0 SYSCO CORP COM 871829107 225931 3195 SH SOLE 3195 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 201004 2324 SH SOLE 2324 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 9850445 58928 SH SOLE 58928 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 54421338 347385 SH SOLE 347385 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 248754 2243 SH SOLE 2243 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 37974923 434496 SH SOLE 434496 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 13398141 321221 SH SOLE 321221 0 0