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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
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9 |
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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 |
Dimensional U S Core Equity... |
55 |
New |
$32.05 |
$342,000 |
11,699 |
0.42% |
342,000 |
11,699 |
0.001 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
76 |
New |
$243.09 |
$225,000 |
1,031 |
0.28% |
225,000 |
1,031 |
0.001 |
Closed - End Fund - E... |
|
|
XLI |
SPDR Industrial Sector |
78 |
New |
$125.33 |
$223,000 |
1,954 |
0.27% |
223,000 |
1,954 |
0 |
Closed - End Fund - E... |
|
|
ADBE |
Adobe Systems Inc |
80 |
New |
$483.43 |
$221,000 |
371 |
0.27% |
221,000 |
371 |
0 |
Application Software |
|
|
Z |
Zillow Group Inc |
83 |
New |
$44.10 |
$217,000 |
3,744 |
0.27% |
217,000 |
3,744 |
0 |
Business Services |
|
|
UNP |
Union Pacific Corp |
82 |
New |
$244.97 |
$217,000 |
882 |
0.27% |
217,000 |
882 |
0.002 |
Railroads |
|
|
WING |
Wingstop Inc. |
84 |
New |
$386.28 |
$214,000 |
832 |
0.26% |
214,000 |
832 |
0.002 |
N/A |
|
|
LOGI |
Logitech International S.A ... |
86 |
New |
$89.96 |
$207,000 |
2,178 |
0.25% |
207,000 |
2,178 |
0.001 |
Computer Peripherals |
|
|
DOCU |
Docusign Inc |
87 |
New |
$60.22 |
$203,000 |
3,420 |
0.25% |
203,000 |
3,420 |
0.002 |
N/A |
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