Synergy Investment Management, LLC ETFs

Synergy Investment Management, LLC

$233 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SJNK Spdr Bloomberg Short Term High	$0	$5.86 Million 0.0% of portfolio	232	Q4 2024 New
JEMA Jpmorgan Activebuilders Emergi	$0	$5.86 Million 0.0% of portfolio	157	Q4 2024 New
REM Ishares Tr Mtg Real Estate ETF	$0	$5.69 Million 0.0% of portfolio	267	Q4 2024 New
SHYG Ishares 0 5 Year High Yield CO	$0	$5.63 Million 0.0% of portfolio	132	Q4 2024 New
IDLV Invesco ETF Ii S&P Intl Dev Lo	$0	$5.57 Million 0.0% of portfolio	200	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra	$0	$5.56 Million 0.0% of portfolio	52	Q4 2024 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$5.39 Million 0.0% of portfolio	106	Q4 2024 New
FTSL First Trust Senior Ln Fund	$0	$5.19 Million 0.0% of portfolio	113	Q4 2024 New
DFAE Dimensional ETF Tr	$0	$5.19 Million 0.0% of portfolio	205	Q4 2024 New
MGC Vanguard Mega Cap ETF	$0	$5.1 Million 0.0% of portfolio	24	Q4 2024 New
SMH Vaneck ETF Tr Semiconductor Et	$0	$5.09 Million 0.0% of portfolio	21	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$5.05 Million 0.0% of portfolio	24	Q4 2024 New
XLG Invesco Exchange Traded Fd Tr	$0	$5 Million 0.0% of portfolio	100	Q4 2024 New
BNDX Vanguard Total International B	$0	$4.91 Million 0.0% of portfolio	100	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$4.78 Million 0.0% of portfolio	64	Q4 2024 New
SCHC Schwab Strategic Tr Intl Small	$0	$4.09 Million 0.0% of portfolio	119	Q4 2024 New
DVYE Ishares Emerging Markets Divid	$0	$3.9 Million 0.0% of portfolio	151	Q4 2024 New
MLN Vaneck Long Muni ETF	$0	$3.84 Million 0.0% of portfolio	215	Q4 2024 New
FEMB First Tr ETF Emerging Markets	$0	$3.46 Million 0.0% of portfolio	133	Q4 2024 New
IYZ Ishares Tr Us Telecommunicatio	$0	$3.35 Million 0.0% of portfolio	125	Q4 2024 New
BBJP Jp Morgan ETF Trust Betabuilde	$0	$3.02 Million 0.0% of portfolio	55	Q4 2024 New
MXI Ishares Global Materials ETF	$0	$2.72 Million 0.0% of portfolio	35	Q4 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$2.32 Million 0.0% of portfolio	26	Q4 2024 New
JETS ETF Ser Solutions U S Global J	$0	$1.78 Million 0.0% of portfolio	70	Q4 2024 New
BBCA J P Morgan ETF Tr Betabuilders	$0	$1.62 Million 0.0% of portfolio	23	Q4 2024 New
MDIV First Trust Multi Asset Divers	$0	$1.52 Million 0.0% of portfolio	94	Q4 2024 New
BBEU Jp Morgan ETF Trust Betabuilde	$0	$1.44 Million 0.0% of portfolio	26	Q4 2024 New
PTH Invesco Exchange Traded Fd Tr	$0	$1.44 Million 0.0% of portfolio	36	Q4 2024 New
ICSH Blackrock Ultra Short Term Bon	$0	$1.01 Million 0.0% of portfolio	20	Q4 2024 New
IHY Vaneck ETF Tr International Hi	$0	$1 Million 0.0% of portfolio	49	Q4 2024 New
EDIV Spdr S&P Emerging Dividends Et	$0	$72,000 0.0% of portfolio	3	Q4 2024 New

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