Synergy Investment Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD S&P | $24.58M | 8.7% |
| VANGUARD GROWTH | $20.13M | 7.1% |
| ISHARES CORE | $17.23M | 6.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $14.36M | 5.1% |
| STATE STREET | $12.96M | 4.6% |
| STATE STREET | $12.38M | 4.4% |
| ISHARES CORE | $10.07M | 3.6% |
| ISHARES S&P | $8.76M | 3.1% |
| STATE STREET | $8.55M | 3.0% |
| INVESCO S&P | $7.22M | 2.6% |
| FIRST TRUST | $7.09M | 2.5% |
| CAPITAL GROUP | $6.58M | 2.3% |
| ISHARES A I | $5.46M | 1.9% |
| ISHARES FLEXIBLE | $5.21M | 1.8% |
| ISHARES GOLD | $5.09M | 1.8% |
| STATE STREET | $4.91M | 1.7% |
| INVESCO S&P | $4.71M | 1.7% |
| ISHARES MSCI | $4.58M | 1.6% |
| FIRST TRUST | $4.28M | 1.5% |
| ISHARES U S | $4.23M | 1.5% |
| STATE STREET | $4.12M | 1.5% |
| GLOBAL X | $4.09M | 1.4% |
| FIRST TRUST | $3.84M | 1.4% |
| VANGUARD TOTAL | $3.32M | 1.2% |
| CAPITAL GROUP | $3.22M | 1.1% |
| Amazon.com Inc | $2.92M | 1.0% |
| CAPITAL GROUP | $2.86M | 1.0% |
| INVESCO RAFI | $2.69M | 1.0% |
| NVIDIA Corp | $2.42M | 0.9% |
| SCHWAB US | $2.23M | 0.8% |
| ISHARES CORE | $2.19M | 0.8% |
| GLOBAL X | $2.15M | 0.8% |
| ISHARES NATIONAL | $1.89M | 0.7% |
| ISHARES S&P | $1.82M | 0.6% |
| CAPITAL GROUP | $1.77M | 0.6% |
| FIRST TRUST | $1.74M | 0.6% |
| Apple Inc. | $1.60M | 0.6% |
| VANGUARD VALUE | $1.51M | 0.5% |
| INVESCO QQQ | $1.42M | 0.5% |
| VANGUARD TOTAL | $1.40M | 0.5% |
| INVESCO NATIONAL | $1.36M | 0.5% |
| ELI LILLY & Co | $1.31M | 0.5% |
| Alphabet Inc. | $1.29M | 0.5% |
| FIRST TRUST | $1.13M | 0.4% |
| JPMORGAN | $1.09M | 0.4% |
| CAPITAL GROUP | $1.09M | 0.4% |
| ISHARES MSCI | $1.02M | 0.4% |
| MICROSOFT CORP | $942.2K | 0.3% |
| Meta Platforms Inc | $920.8K | 0.3% |
| ISHARES SYSTEMATIC | $858.7K | 0.3% |