Instuitional Investor - Synergy Investment Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Synergy Investment Management, Llc |
| Portfolio Value | $282,508,103 |
Top 13F Holdings
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% |