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| Name: |
Synergy Financial Group LTD |
| City: |
SAN RAMON |
| State: |
CA |
| Zip: |
94582 |
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data |
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| Holdings
Found :
5 |
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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 |
|
COST |
Costco Wholesale Corp |
23 |
- |
$809.73 |
$931,000 |
1,271 |
1.05% |
92,000 |
0 |
0 |
Discount, Variety Stores |
|
|
IVV |
iShares Core S&P 500 Etf |
57 |
- |
$532.15 |
$333,000 |
634 |
0.38% |
30,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VNQ |
Vanguard REIT Index VIPERs |
63 |
- |
$81.86 |
$288,000 |
3,332 |
0.32% |
-6,000 |
0 |
0.001 |
Closed - End Fund - E... |
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BKNG |
Booking Holdings Inc |
72 |
- |
$3,795.35 |
$239,000 |
66 |
0.27% |
5,000 |
0 |
0 |
Internet Software & S... |
|
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ZG |
Zillow Group Inc |
80 |
- |
$39.14 |
$209,000 |
4,373 |
0.24% |
-39,000 |
0 |
0.007 |
N/A |
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