| |
|
|
| Name: |
Synergy Financial Group LTD |
| City: |
SAN RAMON |
| State: |
CA |
| Zip: |
94582 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
5 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FBTC |
Fidelity Wise Origin Bitcoi... |
30 |
New |
$0.00 |
$740,000 |
11,927 |
0.83% |
740,000 |
11,927 |
0.133 |
N/A |
|
|
VB |
Vanguard Small Cap VIPERS |
53 |
New |
$222.29 |
$360,000 |
1,577 |
0.41% |
360,000 |
1,577 |
0.001 |
Closed - End Fund - E... |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
68 |
New |
$0.00 |
$257,000 |
2,473 |
0.29% |
257,000 |
2,473 |
0 |
Closed - End Fund - E... |
|
|
NICE |
NICE Systems Ltd (ADR) |
70 |
New |
$183.57 |
$253,000 |
971 |
0.29% |
253,000 |
971 |
0.002 |
Computer Peripherals |
|
|
SCHV |
Schwab Strategic Trust |
81 |
New |
$74.88 |
$208,000 |
2,735 |
0.23% |
208,000 |
2,735 |
0.002 |
Closed - End Fund - Debt |
|
