Instuitional Investor - Synergy Financial Management, Llc

Fund Profile
Filing Period:
Fund Name: Synergy Financial Management, Llc
Portfolio Value $804,764,391
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
1,647,966 $150,963,409 11.68%
2. MSFT 263,271 $111,635,125 8.63%
3.
Ishares Tr
768,888 $77,293,203 5.98%
4. NVDA 568,698 $74,093,625 5.73%
5. AAPL 183,398 $44,721,602 3.46%