Instuitional Investor - Synergy Financial Management, Llc

Fund Profile
Filing Period:
Fund Name: Synergy Financial Management, Llc
Portfolio Value $558,336,616
Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 82,090 $30,869,017 5.52%
2.
Ishares Tr
266,445 $26,716,418 4.78%
3. XOM 195,399 $19,536,014 3.49%
4. AMZN 121,022 $18,388,083 3.29%
5. META 50,893 $18,014,087 3.22%