Instuitional Investor - Synergy Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Synergy Investment Management, Llc
Portfolio Value $282,508,103
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P
39,187 $24,575,518 8.7%
2.
Vanguard Growth
41,260 $20,129,128 7.13%
3. IEF 25,148 $17,225,105 6.1%
4.
Blackrock Etf Trust
236,090 $14,356,649 5.08%
5.
Spdr Series Trust
228,207 $12,964,432 4.59%