0001214659-24-006191.txt : 20240405 0001214659-24-006191.hdr.sgml : 20240405 20240405060119 ACCESSION NUMBER: 0001214659-24-006191 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 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: 24824644 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 12-31-2019 12-31-2019 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 35 222480445 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 321347 1094 SH SOLE 1094 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 280634 1239 SH SOLE 1239 0 0 CHEVRON CORP NEW COM 166764100 586522 4867 SH SOLE 4867 0 0 DISNEY WALT CO COM DISNEY 254687106 267276 1848 SH SOLE 1848 0 0 EXXON MOBIL CORP COM 30231G102 540002 7739 SH SOLE 7739 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 344271 2717 SH SOLE 2717 0 0 INVESCO EXCHNG TRADED FD TR FTSE RAFI DEV 46138E743 220712 5192 SH SOLE 5192 0 0 ISHARES TR CORE S&P500 ETF 464287200 58966590 182424 SH SOLE 182424 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1644016 7988 SH SOLE 7988 0 0 JOHNSON & JOHNSON COM 478160104 288823 1980 SH SOLE 1980 0 0 NOBLE ENERGY INC COM 655044105 660198 26578 SH SOLE 26578 0 0 PHILLIPS 66 COM 718546104 344420 3091 SH SOLE 3091 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 232985 2161 SH SOLE 2161 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 273844 4643 SH SOLE 4643 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1756162 58853 SH SOLE 58853 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1704005 58921 SH SOLE 58921 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1832216 55104 SH SOLE 55104 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 3538171 82900 SH SOLE 82900 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 3866518 96086 SH SOLE 96086 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1627473 48394 SH SOLE 48394 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3166180 41221 SH SOLE 41221 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 367507 3956 SH SOLE 3956 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3369241 44543 SH SOLE 44543 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1338362 25049 SH SOLE 25049 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 2359370 51335 SH SOLE 51335 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3740512 11622 SH SOLE 11622 0 0 SYSCO CORP COM 871829107 206095 2409 SH SOLE 2409 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 259717 4590 SH SOLE 4590 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 10511871 58996 SH SOLE 58996 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 819697 2771 SH SOLE 2771 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 60448951 364942 SH SOLE 364942 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 253779 2117 SH SOLE 2117 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 40836854 440100 SH SOLE 440100 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 240292 4067 SH SOLE 4067 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 15265832 346478 SH SOLE 346478 0 0