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  Name: Synergy Financial Group LTD
  City: SAN RAMON
  State: CA
  Zip: 94582
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $88,756,000
  Total Value Change : $7,160,000
  Securities Held Change : -5
   
All Securities Held : 82
  New Positions : 5
  Closed Positions : 10
  Increased Positions : 32
  Unchanged Positions : 5
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 85 Closed $31.88 $0 0 0% -342,000 -11,699 0    N/A
   (LOGI)1 Year Chart         LOGI Logitech International S.A ... 91 Closed $101.14 $0 0 0% -207,000 -2,178 0    Computer Peripherals
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 84 Closed $122.75 $0 0 0% -396,000 -3,000 0    Semiconductor Equipme...
   (MDB)1 Year Chart         MDB Mongodb Inc 90 Closed $227.02 $0 0 0% -577,000 -1,412 0    N/A
   (Z)1 Year Chart         Z Zillow Group Inc 83 Closed $42.63 $0 0 0% -217,000 -3,744 0    Business Services
   (WING)1 Year Chart         WING Wingstop Inc. 89 Closed $383.79 $0 0 0% -214,000 -832 0    N/A
   (UPST)1 Year Chart         UPST Upstart Holdings, Inc. 88 Closed $24.59 $0 0 0% -269,000 -6,588 0    N/A
   (TWLO)1 Year Chart         TWLO Twilio Inc 87 Closed $57.03 $0 0 0% -249,000 -3,286 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 86 Closed $465.43 $0 0 0% -221,000 -371 0    Application Software
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 92 Closed $549.85 $0 0 0% -358,000 -739 0    Closed - End Fund - E...

      10 Records Found
  1    
Page 1 of 1
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