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| Name: |
Synergy Financial Management LLC |
| City: |
SEATTLE |
| State: |
WA |
| Zip: |
98104 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ADP |
Automatic Data Processing Inc |
83 |
- |
$244.92 |
$671,000 |
2,688 |
0.11% |
45,000 |
0 |
0.001 |
Business Software & S... |
|
|
JHMM |
John Hancock Multifactor Mi... |
97 |
- |
$55.99 |
$359,000 |
6,256 |
0.06% |
30,000 |
0 |
0.007 |
N/A |
|
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PGR |
Progressive Corp |
100 |
- |
$211.18 |
$328,000 |
1,588 |
0.06% |
75,000 |
0 |
0 |
Property & Casualty I... |
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OZ |
Belpointe Prep, Llc |
101 |
- |
$0.00 |
$318,000 |
5,225 |
0.05% |
-86,000 |
0 |
0.351 |
N/A |
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GSLC |
Goldman Sachs Activebeta Us... |
108 |
- |
$103.71 |
$271,000 |
2,609 |
0.05% |
26,000 |
0 |
0.002 |
N/A |
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DFAC |
Dimensional U S Core Equity... |
109 |
- |
$31.88 |
$262,000 |
8,210 |
0.04% |
22,000 |
0 |
0.001 |
N/A |
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MTTR |
Matterport, Inc |
125 |
- |
$4.40 |
$113,000 |
50,000 |
0.02% |
-22,000 |
0 |
0.021 |
N/A |
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PSLV |
Sprott Physical Silver Trus... |
126 |
- |
$10.21 |
$91,000 |
10,942 |
0.02% |
3,000 |
0 |
0.001 |
Closed - End Fund - E... |
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