Synergy Financial Group, LTD

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
San Ramon, CA
CIK
0001905669
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 77 71,636 13F-HR 11/1/2023 000190566923000004 Synergy Financial Group, LTD
Q2 2023 81 74,117 13F-HR 8/16/2023 000190566923000003 Synergy Financial Group, LTD
Q1 2023 80 61,480 13F-HR 5/3/2023 000190566923000002 Synergy Financial Group, LTD
Q4 2022 71 50,630 13F-HR 2/3/2023 000190566923000001 Synergy Financial Group, LTD
Q3 2022 88 66,727 13F-HR 11/1/2022 000190566922000007 Synergy Financial Group, LTD
Q2 2022 83 63,792 13F-HR 8/3/2022 000190566922000006 Synergy Financial Group, LTD
Q1 2022 97 95,238 13F-HR 8/3/2022 000190566922000004 Synergy Financial Group, LTD
Q4 2021 105 111,432 13F-HR 2/11/2022 000190566922000002 Synergy Financial Group, LTD