Synergy Investment Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AMERICAN BATTERY TECHNOLOGY CO | $100.2K | 0.0% |
| FS KKR Capital CorpFSK | $165.7K | 0.1% |
| FIRST TRUST | $203.0K | 0.1% |
| FIRST TRUST | $203.8K | 0.1% |
| ISHARES RUSSELL | $203.9K | 0.1% |
| ISHARES HIGH | $216.4K | 0.1% |
| ISHARES BITCOIN | $227.1K | 0.1% |
| Axon Enterprise Inc | $227.2K | 0.1% |
| Visa Inc | $228.3K | 0.1% |
| DIMENSIONAL US | $229.9K | 0.1% |
| First Trust Exchange-Traded Fund IV | $232.4K | 0.1% |
| STATE STREET | $232.6K | 0.1% |
| PACER DATA | $235.8K | 0.1% |
| INVESCO S&P | $239.1K | 0.1% |
| CAPITAL GROUP | $248.4K | 0.1% |
| SPDR DEVELOPED | $249.0K | 0.1% |
| VANGUARD MID | $261.3K | 0.1% |
| MARSH & MCLENNAN COMPANIES, INC. | $264.6K | 0.1% |
| WISDOMTREE EQUITY | $270.7K | 0.1% |
| ISHARES BROAD | $276.3K | 0.1% |
| SPDR GOLD | $282.2K | 0.1% |
| INVESCO S&P | $288.6K | 0.1% |
| ISHARES RUSSELL | $290.4K | 0.1% |
| MCDONALD'S CORP | $293.7K | 0.1% |
| FIDELITY TOTAL | $299.3K | 0.1% |
| AVANTIS INTL | $301.7K | 0.1% |
| JPMORGAN CHASE & CO | $313.1K | 0.1% |
| Bluerock Private Real Estate FundBPRE | $319.8K | 0.1% |
| ISHARES AEROSPACE | $325.5K | 0.1% |
| FIRST TRUST | $334.8K | 0.1% |
| VANGUARD SHORT | $334.8K | 0.1% |
| AUTOMATIC DATA PROCESSING INC | $345.2K | 0.1% |
| ISHARES AAA | $345.6K | 0.1% |
| ISHARES MBS | $348.8K | 0.1% |
| FedEx Corp | $365.4K | 0.1% |
| ISHARES CORE | $369.7K | 0.1% |
| ISHARES AAA | $372.9K | 0.1% |
| Walt Disney Co | $385.0K | 0.1% |
| DARDEN RESTAURANTS INC | $391.0K | 0.1% |
| STATE STREET | $392.0K | 0.1% |
| STATE STREER | $392.8K | 0.1% |
| CAPITAL GROUP | $402.5K | 0.1% |
| CAPITAL GROUP | $416.7K | 0.1% |
| ISHARES CORE | $421.6K | 0.1% |
| SPDR S&P | $424.7K | 0.2% |
| STATE STREET | $429.1K | 0.2% |
| VANGUARD FTSE | $434.6K | 0.2% |
| FIRST TRUST | $442.7K | 0.2% |
| Check Point Software Technologies Ltd | $454.6K | 0.2% |
| GLOBAL X | $465.5K | 0.2% |