Synergy Financial Group, LTD Diversified Active

CIK: 0001905669 · Show all filings

Period: Q4 2021 (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $111,432 (100.0% shares, 0.0% debt)

Holdings (105)

MSFT MICROSOFT CORP 6.4%
Value ($000) $7,181 Shares 21,353 Est. Cost $313.41 Unrealized 0.0%
AMZN AMAZON COM INC 6.4%
Value ($000) $7,079 Shares 2,123 Est. Cost $171.15 Unrealized 0.0%
SHOP SHOPIFY INC 5.6%
Value ($000) $6,266 Shares 4,549 Est. Cost $146.12 Unrealized 0.0%
TTD THE TRADE DESK INC 4.7%
Value ($000) $5,281 Shares 57,623 Est. Cost $87.59 Unrealized 0.0%
NVDA NVIDIA CORPORATION 4.5%
Value ($000) $4,959 Shares 16,860 Est. Cost $27.46 Unrealized 0.0%
AAPL APPLE INC 3.8%
Value ($000) $4,290 Shares 24,157 Est. Cost $154.71 Unrealized 0.0%
NFLX NETFLIX INC 3.0%
Value ($000) $3,363 Shares 5,583 Est. Cost $63.89 Unrealized 0.0%
GOOG ALPHABET INC 2.8%
Value ($000) $3,131 Shares 1,082 Est. Cost $143.45 Unrealized 0.0%
META META PLATFORMS INC 2.6%
Value ($000) $2,880 Shares 8,563 Est. Cost $329.69 Unrealized 0.0%
ZS ZSCALER INC 2.5%
Value ($000) $2,763 Shares 8,599 Est. Cost $314.89 Unrealized 0.0%
DIS DISNEY WALT CO 1.9%
Value ($000) $2,133 Shares 13,770 Est. Cost $157.79 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 1.9%
Value ($000) $2,113 Shares 11,488 Est. Cost $235.14 Unrealized 0.0%
TSLA TESLA INC 1.9%
Value ($000) $2,106 Shares 1,993 Est. Cost $335.39 Unrealized 0.0%
OKTA OKTA INC 1.7%
Value ($000) $1,880 Shares 8,386 Est. Cost $238.22 Unrealized 0.0%
ARISTA NETWORKS INC 1.6%
Value ($000) $1,749 Shares 12,168 Est. Cost $143.74 Unrealized
DDOG DATADOG INC 1.4%
Value ($000) $1,614 Shares 9,061 Est. Cost $169.72 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 1.4%
Value ($000) $1,580 Shares 904 Est. Cost $35.21 Unrealized 0.0%
MELI MERCADOLIBRE INC 1.3%
Value ($000) $1,486 Shares 1,102 Est. Cost $1404.74 Unrealized 0.0%
UPST UPSTART HLDGS INC 1.3%
Value ($000) $1,484 Shares 9,806 Est. Cost $249.80 Unrealized 0.0%
UPWK UPWORK INC 1.3%
Value ($000) $1,454 Shares 42,566 Est. Cost $44.20 Unrealized 0.0%
XYZ BLOCK INC 1.3%
Value ($000) $1,410 Shares 8,732 Est. Cost $216.70 Unrealized 0.0%
DOCU DOCUSIGN INC 1.2%
Value ($000) $1,337 Shares 8,778 Est. Cost $227.99 Unrealized 0.0%
TWLO TWILIO INC 1.1%
Value ($000) $1,256 Shares 4,768 Est. Cost $299.07 Unrealized 0.0%
SBUX STARBUCKS CORP 1.1%
Value ($000) $1,238 Shares 10,580 Est. Cost $102.21 Unrealized 0.0%
MDB MONGODB INC 1.1%
Value ($000) $1,183 Shares 2,234 Est. Cost $512.04 Unrealized 0.0%
WD WALKER & DUNLOP INC 1.0%
Value ($000) $1,120 Shares 7,424 Est. Cost $123.88 Unrealized 0.0%
SVB FINANCIAL GROUP 1.0%
Value ($000) $1,108 Shares 1,633 Est. Cost $678.51 Unrealized
PAYC PAYCOM SOFTWARE INC 1.0%
Value ($000) $1,104 Shares 2,660 Est. Cost $464.08 Unrealized 0.0%
ATLASSIAN CORP PLC 1.0%
Value ($000) $1,087 Shares 2,850 Est. Cost $381.40 Unrealized
PYPL PAYPAL HLDGS INC 0.9%
Value ($000) $1,056 Shares 5,601 Est. Cost $215.88 Unrealized 0.0%
APPN APPIAN CORP 0.9%
Value ($000) $1,031 Shares 15,813 Est. Cost $83.11 Unrealized 0.0%
PINS PINTEREST INC 0.9%
Value ($000) $987 Shares 27,159 Est. Cost $44.44 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.8%
Value ($000) $943 Shares 10,268 Est. Cost $119.52 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $892 Shares 4,355 Est. Cost $243.61 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $891 Shares 2,480 Est. Cost $337.80 Unrealized 0.0%
LMND LEMONADE INC 0.8%
Value ($000) $861 Shares 20,446 Est. Cost $56.20 Unrealized 0.0%
HUBS HUBSPOT INC 0.8%
Value ($000) $844 Shares 1,280 Est. Cost $756.48 Unrealized 0.0%
ABNB AIRBNB INC 0.7%
Value ($000) $824 Shares 4,951 Est. Cost $176.10 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.7%
Value ($000) $807 Shares 2,383 Est. Cost $348.46 Unrealized 0.0%
ROKU ROKU INC 0.7%
Value ($000) $796 Shares 3,488 Est. Cost $269.73 Unrealized 0.0%
NKE NIKE INC 0.7%
Value ($000) $785 Shares 4,709 Est. Cost $154.55 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC 0.7%
Value ($000) $773 Shares 9,625 Est. Cost $93.61 Unrealized 0.0%
CRM SALESFORCE COM INC 0.7%
Value ($000) $751 Shares 2,954 Est. Cost $277.61 Unrealized 0.0%
JD JD.COM INC 0.6%
Value ($000) $721 Shares 10,285 Est. Cost $70.10 Unrealized
WIX WIX COM LTD 0.6%
Value ($000) $700 Shares 4,436 Est. Cost $173.40 Unrealized 0.0%
FVRR FIVERR INTL LTD 0.6%
Value ($000) $697 Shares 6,128 Est. Cost $156.01 Unrealized 0.0%
ZYNGA INC 0.6%
Value ($000) $673 Shares 105,109 Est. Cost $6.40 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $666 Shares 7,138 Est. Cost $77.35 Unrealized 0.0%
SE SEA LTD 0.6%
Value ($000) $625 Shares 2,794 Est. Cost $223.69 Unrealized
XILINX INC 0.5%
Value ($000) $581 Shares 2,739 Est. Cost $212.12 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $570 Shares 1,306 Est. Cost $436.45 Unrealized
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $569 Shares 3,476 Est. Cost $163.69 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $568 Shares 3,401 Est. Cost $150.67 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $558 Shares 2,339 Est. Cost $40.72 Unrealized 0.0%
NOW SERVICENOW INC 0.5%
Value ($000) $518 Shares 798 Est. Cost $131.29 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $492 Shares 868 Est. Cost $488.10 Unrealized 0.0%
AVGO BROADCOM INC 0.4%
Value ($000) $490 Shares 737 Est. Cost $51.79 Unrealized 0.0%
ADSK AUTODESK INC 0.4%
Value ($000) $473 Shares 1,682 Est. Cost $291.48 Unrealized 0.0%
WDAY WORKDAY INC 0.4%
Value ($000) $462 Shares 1,690 Est. Cost $277.65 Unrealized 0.0%
MINT PIMCO ETF TR 0.4%
Value ($000) $454 Shares 4,467 Est. Cost $101.63 Unrealized
NET CLOUDFLARE INC 0.4%
Value ($000) $450 Shares 3,421 Est. Cost $167.57 Unrealized 0.0%
PLNT PLANET FITNESS INC 0.4%
Value ($000) $446 Shares 4,929 Est. Cost $85.31 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $413 Shares 1,149 Est. Cost $344.06 Unrealized 0.0%
FLGT FULGENT GENETICS INC 0.4%
Value ($000) $413 Shares 4,108 Est. Cost $87.89 Unrealized 0.0%
MASI MASIMO CORP 0.4%
Value ($000) $409 Shares 1,396 Est. Cost $284.79 Unrealized 0.0%
INTU INTUIT 0.4%
Value ($000) $408 Shares 635 Est. Cost $601.47 Unrealized 0.0%
ETSY ETSY INC 0.3%
Value ($000) $390 Shares 1,780 Est. Cost $240.89 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.3%
Value ($000) $386 Shares 606 Est. Cost $520.38 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $382 Shares 9,105 Est. Cost $43.11 Unrealized 0.0%
MTN VAIL RESORTS INC 0.3%
Value ($000) $380 Shares 1,159 Est. Cost $340.91 Unrealized 0.0%
HAS HASBRO INC 0.3%
Value ($000) $379 Shares 3,724 Est. Cost $80.69 Unrealized 0.0%
RGEN REPLIGEN CORP 0.3%
Value ($000) $379 Shares 1,432 Est. Cost $269.41 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC 0.3%
Value ($000) $374 Shares 1,573 Est. Cost $195.60 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.3%
Value ($000) $349 Shares 1,245 Est. Cost $315.73 Unrealized 0.0%
ZG ZILLOW GROUP INC 0.3%
Value ($000) $334 Shares 5,363 Est. Cost $71.80 Unrealized 0.0%
NICE NICE LTD 0.3%
Value ($000) $333 Shares 1,097 Est. Cost $303.56 Unrealized
TREX TREX CO INC 0.3%
Value ($000) $322 Shares 2,388 Est. Cost $120.04 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $320 Shares 2,981 Est. Cost $107.35 Unrealized
AMN AMN HEALTHCARE SVCS INC 0.3%
Value ($000) $318 Shares 2,600 Est. Cost $111.02 Unrealized 0.0%
IVV ISHARES TR 0.3%
Value ($000) $306 Shares 641 Est. Cost $477.38 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $304 Shares 105 Est. Cost $142.94 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $303 Shares 1,015 Est. Cost $286.41 Unrealized 0.0%
Z ZILLOW GROUP INC 0.3%
Value ($000) $297 Shares 4,651 Est. Cost $72.06 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.3%
Value ($000) $297 Shares 3,736 Est. Cost $18.18 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $297 Shares 2,249 Est. Cost $131.47 Unrealized 0.0%
SNPS SYNOPSYS INC 0.3%
Value ($000) $294 Shares 799 Est. Cost $337.23 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $292 Shares 4,393 Est. Cost $66.47 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $276 Shares 347 Est. Cost $795.39 Unrealized
GTLS CHART INDS INC 0.2%
Value ($000) $269 Shares 1,689 Est. Cost $176.76 Unrealized 0.0%
ZENDESK INC 0.2%
Value ($000) $267 Shares 2,560 Est. Cost $104.30 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $255 Shares 1,011 Est. Cost $214.98 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC 0.2%
Value ($000) $252 Shares 7,044 Est. Cost $61.05 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $245 Shares 102 Est. Cost $2332.00 Unrealized 0.0%
FIVE FIVE BELOW INC 0.2%
Value ($000) $244 Shares 1,177 Est. Cost $196.70 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $243 Shares 610 Est. Cost $398.36 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $243 Shares 338 Est. Cost $718.93 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $232 Shares 3,167 Est. Cost $73.26 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $231 Shares 2,859 Est. Cost $80.80 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $217 Shares 13,657 Est. Cost $13.20 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $214 Shares 839 Est. Cost $255.07 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $213 Shares 2,013 Est. Cost $105.81 Unrealized
WING WINGSTOP INC 0.2%
Value ($000) $210 Shares 1,213 Est. Cost $167.61 Unrealized 0.0%
COUPA SOFTWARE INC 0.2%
Value ($000) $203 Shares 1,287 Est. Cost $157.73 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value ($000) $201 Shares 1,132 Est. Cost $174.28 Unrealized 0.0%
SKILLZ INC 0.1%
Value ($000) $149 Shares 20,002 Est. Cost $7.45 Unrealized