Financial-Synergies-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "FNDF", "FNDA", null, null, null, null, null, null, "MCD", null, null, null, "IVW", "IJH", null, null, "MSFT", "EFG", null, null, "EEM", "IEMG", "IVV", "AAPL", "SPY", "BXSL", null, "NVDA", "PLTR", null, "FNDX", "IEFA", "SCHX", null, "VO", "VXF", "VV", "VWO", null, null, "VIG", "IWN", "MGC", "SDY", "AMZN", "SCHB", null, "IVE", null, null, "VUG", "VEA", "VBR", "VB", "VOO", "VTV", null, "SCHD", "ET", "SCHG", null, "SCHF", "SCHA", null, "BRK-B", "CVX", "CSCO", "COP", null, null, null, "DFAC", null, "EFA", "QQQ", "IWM", "XOM", "TSLA", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-30
- Total Holdings
- 81
- Total Value
- 200831850
- Accession Number
- 0002017868-25-000007
- Form Type
- 13F-HR
- Manager Name
- Financial-Synergies-Wealth-Advisors
Data Enrichment
64% identified52 identified29 unidentified
Holdings
81 positions • $200.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.8K | All Managers (Combined) | $200.0K | 0.1% ($200.0K/$200.8M) |