ZynergyRetirementPlanning

Latest statistics and disclosures from ZynergyRetirementPlanning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, SCHZ, SCHF, SCHA, SCHH, and represent 75.84% of ZynergyRetirementPlanning's stock portfolio.
  • Added to shares of these 10 stocks: SCHO, NVDA, SCHA, IVV, SCHH, SCHE, SCHF, SCHC, SCHZ, SCHD.
  • Reduced shares in these 10 stocks: LULU, , SCHP, SCHG, QQQ, HD, GLD, SCHV, ITA, SCHB.
  • Sold out of its positions in JPM, LULU.
  • ZynergyRetirementPlanning was a net buyer of stock by $2.8M.
  • ZynergyRetirementPlanning has $163M in assets under management (AUM), dropping by 2.50%.
  • Central Index Key (CIK): 0002031137

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Portfolio Holdings for ZynergyRetirementPlanning

ZynergyRetirementPlanning holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.1 $39M 57k 684.94
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Schwab Strategic Tr Us Aggregate B (SCHZ) 18.0 $29M 1.3M 23.37
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.9 $23M 941k 24.04
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 10.2 $17M 582k 28.48
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Schwab Strategic Tr Us Reit Etf (SCHH) 9.7 $16M 752k 20.89
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 7.3 $12M +26% 484k 24.37
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Schwab Strategic Tr Us Tips Etf (SCHP) 6.9 $11M 424k 26.49
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.4 $3.9M +2% 119k 32.75
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.9 $3.0M 102k 29.61
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Apple (AAPL) 0.9 $1.5M 5.3k 271.86
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $992k +6% 22k 45.53
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $886k -2% 1.4k 614.31
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NVIDIA Corporation (NVDA) 0.5 $830k +223% 4.4k 186.50
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Vanguard World Financials Etf (VFH) 0.4 $657k 4.9k 133.49
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $546k -4% 17k 32.62
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Home Depot (HD) 0.3 $535k -3% 1.6k 344.10
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Vanguard Index Fds Value Etf (VTV) 0.3 $505k 2.6k 190.99
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $504k 6.9k 73.56
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $420k 15k 27.43
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Spdr Gold Tr Gold Shs (GLD) 0.2 $363k -4% 917.00 396.31
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $362k 14k 26.23
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $349k 1.4k 257.95
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Vanguard World Utilities Etf (VPU) 0.2 $269k 1.5k 185.04
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $254k 1.8k 143.52
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New Jersey Resources Corporation (NJR) 0.1 $206k 4.5k 46.12
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $202k -2% 940.00 214.69
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Past Filings by ZynergyRetirementPlanning

SEC 13F filings are viewable for ZynergyRetirementPlanning going back to 2024