StockDriftsStockDriftsTop 50 Financial Synergies Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.49% | 232.5K | $151.9M | -0.91%(-2.13K) | $330.87(+127.15%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 10.81% | 259.3K | $113.2M | -1.29%(-3.39K) | $40.94(+116.14%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 10.61% | 387.2K | $111.2M | +1.14%(+4.37K) | $57.74(+34.26%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 10.16% | 542.4K | $106.4M | +0.49%(+2.64K) | $122.68(+70.37%) | 2026-03-31 | |
| EFV | ISHARES TR | 6.38% | 899.2K | $66.9M | -2.20%(-20.24K) | $44.48(+76.21%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.57% | 911.5K | $58.4M | -1.60%(-14.81K) | $43.61(+61.79%) | 2026-03-31 | |
| EFG | ISHARES TR | 5.17% | 486.3K | $54.2M | +0.19%(+914) | $94.62(+27.58%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.36% | 654.4K | $45.6M | -2.05%(-13.71K) | $54.51(+50.97%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.45% | 1.24M | $36.1M | +2.06%(+25.09K) | $15.83(+119.07%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 1.95% | 218.4K | $20.5M | -1.30%(-2.88K) | $53.02(+94.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.05% | +56.28% |
| Top 20 Holdings Unweighted | +13.41% | +45.88% |
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