0001214659-24-006190.txt : 20240405 0001214659-24-006190.hdr.sgml : 20240405 20240405060136 ACCESSION NUMBER: 0001214659-24-006190 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 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: 24824646 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 09-30-2019 09-30-2019 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 28 205025671 INFORMATION TABLE 2 infotable.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 251288 1208 SH SOLE 1208 0 0 CHEVRON CORP NEW COM 166764100 562516 4743 SH SOLE 4743 0 0 EXXON MOBIL CORP COM 30231G102 581617 8237 SH SOLE 8237 0 0 ISHARES TR CORE S&P500 ETF 464287200 55209774 184945 SH SOLE 184945 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1531188 7924 SH SOLE 7924 0 0 NOBLE ENERGY INC COM 655044105 982019 43723 SH SOLE 43723 0 0 PHILLIPS 66 COM 718546104 314108 3067 SH SOLE 3067 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 202576 1860 SH SOLE 1860 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 273241 4643 SH SOLE 4643 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1515456 55349 SH SOLE 55349 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1445374 52426 SH SOLE 52426 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1511608 49190 SH SOLE 49190 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 2964801 74963 SH SOLE 74963 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 3069629 81293 SH SOLE 81293 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1462918 45917 SH SOLE 45917 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2818473 39736 SH SOLE 39736 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 330773 3937 SH SOLE 3937 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2839769 40725 SH SOLE 40725 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1332527 24745 SH SOLE 24745 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 2154118 45667 SH SOLE 45667 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3448558 11620 SH SOLE 11620 0 0 SYSCO CORP COM 871829107 241492 3041 SH SOLE 3041 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 205904 2340 SH SOLE 2340 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 9962768 59444 SH SOLE 59444 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 54675073 355287 SH SOLE 355287 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 262298 2350 SH SOLE 2350 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 41290686 442796 SH SOLE 442796 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 13585119 330699 SH SOLE 330699 0 0