0001214659-24-006192.txt : 20240405 0001214659-24-006192.hdr.sgml : 20240405 20240405060136 ACCESSION NUMBER: 0001214659-24-006192 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 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: 24824645 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 03-31-2020 03-31-2020 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 175746470 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 253464 130 SH SOLE 130 0 0 APPLE INC COM 037833100 369797 1454 SH SOLE 1454 0 0 CHEVRON CORP NEW COM 166764100 561068 7743 SH SOLE 7743 0 0 CONOCOPHILLIPS COM 20825C104 362617 11773 SH SOLE 11773 0 0 EXXON MOBIL CORP COM 30231G102 304388 8017 SH SOLE 8017 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 259664 2809 SH SOLE 2809 0 0 ISHARES TR CORE S&P500 ETF 464287200 46817863 181184 SH SOLE 181184 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1151835 8007 SH SOLE 8007 0 0 ISHARES TR CORE US AGGBD ET 464287226 681806 5910 SH SOLE 5910 0 0 MICROSOFT CORP COM 594918104 249655 1583 SH SOLE 1583 0 0 NOBLE ENERGY INC COM 655044105 160531 26578 SH SOLE 26578 0 0 PHILLIPS 66 COM 718546104 264144 4923 SH SOLE 4923 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 256909 2420 SH SOLE 2420 0 0 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 1256958 61136 SH SOLE 61136 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1397537 66454 SH SOLE 66454 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 1456909 62049 SH SOLE 62049 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 2843424 90757 SH SOLE 90757 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 2917075 112759 SH SOLE 112759 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1257226 48654 SH SOLE 48654 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2479857 40487 SH SOLE 40487 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 274439 3446 SH SOLE 3446 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2502310 48570 SH SOLE 48570 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1198186 22078 SH SOLE 22078 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1938197 59200 SH SOLE 59200 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 431714 2916 SH SOLE 2916 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1645786 6385 SH SOLE 6385 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 371085 6596 SH SOLE 6596 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 360876 3047 SH SOLE 3047 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 8021401 60930 SH SOLE 60930 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 858307 3624 SH SOLE 3624 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 47402629 410626 SH SOLE 410626 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 231076 1793 SH SOLE 1793 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 32688827 467986 SH SOLE 467986 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 247897 5777 SH SOLE 5777 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12271013 368057 SH SOLE 368057 0 0