Synergy Asset Management, LLC ETFs

Synergy Asset Management, LLC

$1.25 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JPHY Jp Morgan High Yield Research	$0	$0 0.0% of portfolio	2	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$0 0.0% of portfolio	1	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$0 0.0% of portfolio	1	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$0 0.0% of portfolio	1	Q4 2024 New
PTH Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	12	Q4 2024 New
PHO Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	10	Q4 2024 New
RPV Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	6	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$0 0.0% of portfolio	1	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$0 0.0% of portfolio	19	Q4 2024 New
RYE Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	316	Q4 2024 New
NULG Nuveen Esg Large Cap Growth Et	$0	$0 0.0% of portfolio	6	Q4 2024 New
COPX Global X Copper Miners ETF	$0	$0 0.0% of portfolio	6	Q4 2024 New
URA Global X Uranium ETF	$0	$0 0.0% of portfolio	18	Q4 2024 New
BBJP Jp Morgan ETF Trust Betabuilde	$0	$0 0.0% of portfolio	8	Q4 2024 New
RPG Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	3	Q4 2024 New
TQQQ Proshares Ultrapro Qqq	$0	$0 0.0% of portfolio	1	Q4 2024 New
ICOW Pacer Fds Tr Devel Mrkts Intl	$0	$0 0.0% of portfolio	16	Q4 2024 New
CUT Invesco ETF Tr Ii Msci Global	$0	$0 0.0% of portfolio	10	Q4 2024 New
DBB Invesco Db Base Metals Fund	$381M	$0 0.0% of portfolio	42	Q4 2024 New
VRIG Invesco Actively Managed ETF F	$0	$0 0.0% of portfolio	16	Q4 2024 New
BITO Proshares Tr Bitcoin Strategy	$0	$0 0.0% of portfolio	14	Q4 2024 New
OMFL Invesco Exchange Traded Self I	$0	$0 0.0% of portfolio	8	Q4 2024 New
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$0 0.0% of portfolio	5	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$0 0.0% of portfolio	4	Q4 2024 New
IXP Ishares Global Comm Services E	$0	$0 0.0% of portfolio	3	Q4 2024 New
IWN Ishares Russell2000 Val ETF	$0	$0 0.0% of portfolio	3	Q4 2024 New
IDNA Ishares Tr Genomics Immunology	$0	$0 0.0% of portfolio	2	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$0 0.0% of portfolio	4	Q4 2024 New
IEFA Ishares Tr	$0	$0 0.0% of portfolio	10	Q4 2024 New
ISHG Ishares Intl Treasury Bond ETF	$0	$0 0.0% of portfolio	5	Q4 2024 New
FXN First Tr Exchange Traded Fd Fi	$0	$0 0.0% of portfolio	4	Q4 2024 New
IOO Ishares Tr Global 100 ETF	$0	$0 0.0% of portfolio	5	Q4 2024 New
USHY Ishares Tr Broad Usd High Yiel	$0	$0 0.0% of portfolio	4	Q4 2024 New
MBB Ishares Tr	$0	$0 0.0% of portfolio	2	Q4 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$0 0.0% of portfolio	2	Q4 2024 New
EWW Ishares Inc Msci Mexico ETF	$0	$0 0.0% of portfolio	6	Q4 2024 New
EWJ Ishares Msci Japan ETF	$0	$0 0.0% of portfolio	7	Q4 2024 New
FALN Ishares Tr Fallen Angels Usd B	$0	$0 0.0% of portfolio	1	Q4 2024 New
JNK Spdr Bloomberg High Yield Bond	$0	$0 0.0% of portfolio	9	Q4 2024 New
XTN Spdr Ser Tr S&P Transn ETF	$0	$0 0.0% of portfolio	5	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$0 0.0% of portfolio	3	Q4 2024 New
IGEB Ishares Tr Edge Invt Grade Enh	$0	$0 0.0% of portfolio	1	Q4 2024 New
EEMV Ishares Msci Emerging Markets	$0	$0 0.0% of portfolio	10	Q4 2024 New
IEMG Ishares Inc	$0	$0 0.0% of portfolio	9	Q4 2024 New

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