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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Financial Synergies Wealth Advisors
Value
$1.6B
Stocks
39 Stocks
Turnover
0.0%
Top Holdings
VUG(17.06%) VO(16.08%) VTV(14.88%) VEA(8.10%) EWN(6.73%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| VUG | None | Vanguard Growth Etf - US ETP | General | $130.6M | 0 | 17.1% | 0 | No Change |
| VO | None | Vanguard Mid-Cap Etf - US ETP | General | $123.1M | 0 | 16.1% | 0 | No Change |
| VTV | None | Vanguard Short-Term Treasury ETF | General | $113.9M | 0 | 14.9% | 0 | No Change |
| VEA | None | Vanguard FTSE Developed Markets ETF | General | $62.0M | 0 | 8.1% | 0 | No Change |
| EWN | None | ISHARES INC | General | $51.5M | 0 | 6.7% | 0 | No Change |
| SCHG | None | Schwab U.S. Large-Cap Growth ETF - US ETP | General | $39.9M | 0 | 5.2% | 0 | No Change |
| VONE | None | VANGUARD SCOTTSDALE FDS | Industrials | $23.1M | 0 | 3.0% | 0 | No Change |
| AVSC | None | AMERICAN CENTY ETF TR | Industrials | $22.6M | 0 | 3.0% | 0 | No Change |
| VB | None | Vanguard Small-Cap Etf - US ETP | General | $22.5M | 0 | 2.9% | 0 | No Change |
| MU | None | Micron Technology, Inc. | Information Technology | $19.8M | 0 | 2.6% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| VALValaris | $2386.7M | -100.0% | 0.0% | Sold Out |
| VGITVANGUARD SCOTTSDALE FDS | $23.1M | -100.0% | 0.0% | Sold Out |
| DFASDimensional US Small Cap ETF - US ETP | $22.9M | -100.0% | 0.0% | Sold Out |
| AVUVAvantis U.S. Small-Cap Value ETF | $22.6M | -100.0% | 0.0% | Sold Out |
| MINTPIMCO ETF TR | $6.0M | -100.0% | 0.0% | Sold Out |
| VGKVanguard FTSE Europe Index Fund ETF Shares | $5.9M | -100.0% | 0.0% | Sold Out |
| DFAEDIMENSIONAL ETF TRUST | $3.3M | -100.0% | 0.0% | Sold Out |
| IEOISHARES TR | $2.2M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 20 | $624.6M | 81.6% |
| Industrials | 5 | $60.8M | 7.9% |
| Information Technology | 6 | $54.4M | 7.1% |
| Energy | 3 | $11.3M | 1.5% |
| Consumer Staples | 2 | $5.9M | 0.8% |
| Financials | 1 | $3.1M | 0.4% |
| Consumer Discretionary | 1 | $3.0M | 0.4% |
| Health Care | 1 | $2.2M | 0.3% |