Instuitional Investor - Synergy Investment Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Synergy Investment Management, Llc |
| Portfolio Value | $261,821,804 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P | 39,703 | $24,313,604 | 9.29% | |
| 2. | Vanguard Growth | 42,200 | $20,239,649 | 7.73% | |
| 3. | IEF | 21,656 | $14,494,607 | 5.54% | |
| 4. | Blackrock Etf Trust | 202,686 | $11,999,023 | 4.58% | |
| 5. | Spdr Series Trust | 105,326 | $11,007,638 | 4.2% |