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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
119 Stocks (119 new)
Turnover
0.0%
Top Holdings
IVV(14.39%) VUG(11.31%) VO(10.01%) VTV(9.40%) EFV(5.74%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| IVV | None | ISHARES TR | General | $175470.8M | 0 | 14.4% | 0 | +100.0% |
| VUG | None | Vanguard Growth Etf - US ETP | General | $137852.7M | 0 | 11.3% | 0 | +105479.1% |
| VO | None | Vanguard Mid-Cap Etf - US ETP | General | $122017.1M | 0 | 10.0% | 0 | +99059.1% |
| VTV | None | Vanguard Short-Term Treasury ETF | General | $114633.9M | 0 | 9.4% | 0 | +100576.3% |
| EFV | None | Ishares Msci Eafe Value Etf - US ETP | General | $69927.0M | 0 | 5.7% | 0 | +100.0% |
| VEA | None | Vanguard FTSE Developed Markets ETF | General | $62155.5M | 0 | 5.1% | 0 | +100187.1% |
| EFG | None | Ishares Msci Eafe Growth Etf - US ETP | General | $58635.8M | 0 | 4.8% | 0 | +100.0% |
| IEMG | None | Emerging Markets | General | $51147.6M | 0 | 4.2% | 0 | +100.0% |
| SCHG | None | Schwab U.S. Large-Cap Growth ETF - US ETP | General | $42306.3M | 0 | 3.5% | 0 | +105823.4% |
| VCIT | None | Vanguard Intermediate-Term Corporate Bond Etf - US | General | $28983.8M | 0 | 2.4% | 0 | +100.0% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| IVVISHARES TR | $175470.8M | +100.0% | 14.4% | New |
| VUGVanguard Growth Etf - US ETP | $137852.7M | +105479.1% | 11.3% | Increased |
| VOVanguard Mid-Cap Etf - US ETP | $122017.1M | +99059.1% | 10.0% | Increased |
| VTVVanguard Short-Term Treasury ETF | $114633.9M | +100576.3% | 9.4% | Increased |
| EFVIshares Msci Eafe Value Etf - US ETP | $69927.0M | +100.0% | 5.7% | New |
| VEAVanguard FTSE Developed Markets ETF | $62155.5M | +100187.1% | 5.1% | Increased |
| EFGIshares Msci Eafe Growth Etf - US ETP | $58635.8M | +100.0% | 4.8% | New |
| IEMGEmerging Markets | $51147.6M | +100.0% | 4.2% | New |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| EWNISHARES INC | $51.5M | -100.0% | 0.0% | Sold Out |
| VONEVANGUARD SCOTTSDALE FDS | $23.1M | -100.0% | 0.0% | Sold Out |
| AVSCAMERICAN CENTY ETF TR | $22.6M | -100.0% | 0.0% | Sold Out |
| BINCBLACKROCK ETF TRUST II | $6.6M | -100.0% | 0.0% | Sold Out |
| DISVDIMENSIONAL ETF TRUST | $3.3M | -100.0% | 0.0% | Sold Out |
| STELStellar Bancorp Inc - US | $2.6M | -100.0% | 0.0% | Sold Out |
| ENZLISHARES TR | $2.2M | -100.0% | 0.0% | Sold Out |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 73 | $1109177.3M | 91.0% |
| Information Technology | 16 | $61606.7M | 5.0% |
| Energy | 4 | $14196.9M | 1.2% |
| Industrials | 8 | $10077.7M | 0.8% |
| Financials | 6 | $7933.2M | 0.7% |
| Consumer Staples | 4 | $6101.2M | 0.5% |
| Consumer Discretionary | 3 | $4418.2M | 0.4% |
| Health Care | 3 | $3881.9M | 0.3% |
| Communication Services | 2 | $1829.0M | 0.1% |