Synergy Financial Group, LTD
123 holdingsFiling period: 2026-03-31Current AUM: $154.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 61.9K | $10.8M | $12.4M | 8.06% | -191 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 24.5K | $9.1M | $11.4M | 7.38% | +1.1K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 40.8K | $8.5M | $11.1M | 7.19% | -703 | 2026-03-31 |
| 4 | SHOP | SHOPIFY INC | 52.8K | $6.3M | $6.2M | 4.01% | -1,526 | 2026-03-31 |
| 5 | GOOG | ALPHABET INC | 20.5K | $5.9M | $7.3M | 4.74% | -336 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 22.8K | $5.8M | $7.0M | 4.57% | +998 | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 7.3K | $4.4M | $5.0M | 3.25% | +1.2K | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 7.3K | $4.2M | $4.1M | 2.65% | +245 | 2026-03-31 |
| 9 | TSLA | TESLA INC | 10.5K | $3.9M | $3.3M | 2.11% | -2,629 | 2026-03-31 |
| 10 | TMFC | RBB FD INC | 51.9K | $3.4M | $4.0M | 2.60% | +1.7K | 2026-03-31 |
| 11 | NFLX | NETFLIX INC. | 35.4K | $3.4M | $2.5M | 1.65% | -352 | 2026-03-31 |
| 12 | MELI | MERCADOLIBRE INC | 1.7K | $2.9M | $3.1M | 2.02% | +26 | 2026-03-31 |
| 13 | ANET | ARISTA NETWORKS INC | 21.9K | $2.7M | $3.9M | 2.56% | -175 | 2026-03-31 |
| 14 | VGT | VANGUARD WORLD FD | 3.5K | $2.4M | $3.1M | 2.02% | +84 | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 7.2K | $2.1M | $2.6M | 1.67% | +2.0K | 2026-03-31 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | 35.6K | $1.9M | $2.1M | 1.36% | +6.9K | 2026-03-31 |
| 17 | MA | MASTERCARD INCORPORATED | 3.4K | $1.7M | $2.0M | 1.28% | +87 | 2026-03-31 |
| 18 | TTD | THE TRADE DESK INC | 72.0K | $1.6M | $1.3M | 0.84% | -2,524 | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 5.1K | $1.6M | $2.0M | 1.28% | -38 | 2026-03-31 |
| 20 | VO | VANGUARD INDEX FDS | 5.4K | $1.5M | $1.7M | 1.12% | -19 | 2026-03-31 |
| 21 | VTEC | VANGUARD CALIF TAX FREE FDS | 15.5K | $1.5M | $1.5M | 0.99% | -- | 2026-03-31 |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | 3.9K | $1.5M | $3.0M | 1.91% | -205 | 2026-03-31 |
| 23 | VV | VANGUARD INDEX FDS | 4.5K | $1.3M | $1.5M | 1.00% | -160 | 2026-03-31 |
| 24 | BUFR | FIRST TR EXCHNG TRADED FD VI | 32.4K | $1.1M | $1.2M | 0.77% | +539 | 2026-03-31 |
| 25 | ABNB | AIRBNB INC | 8.3K | $1.0M | $1.3M | 0.81% | +458 | 2026-03-31 |
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