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ZynergyRetirementPlanning

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

Central Index Key (CIK): 0002031137

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Positions held by ZynergyRetirementPlanning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ZynergyRetirementPlanning

ZynergyRetirementPlanning holds 125 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	21.4	$28M	51k	547.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	19.0	$25M	544k	45.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	12.8	$17M	437k	38.42	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	10.4	$14M	678k	19.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	9.6	$13M	265k	47.45	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	7.8	$10M	196k	52.01	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	5.5	$7.2M	150k	48.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.8	$3.6M	49k	74.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.3	$3.0M	115k	26.56	View chart
Apple (AAPL)	0.8	$1.0M	4.8k	210.62	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.7	$962k	9.7k	99.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$709k	1.5k	479.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$672k	6.7k	100.84	View chart
Home Depot (HD)	0.5	$628k	1.8k	344.24	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$601k	17k	35.58	View chart
Vanguard World Financials Etf (VFH)	0.4	$518k	5.2k	99.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$440k	2.7k	160.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$431k	5.5k	77.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$426k	7.3k	58.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$388k	1.8k	215.01	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$326k	5.2k	62.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$311k	1.4k	218.04	View chart
JPMorgan Chase & Co. (JPM)	0.2	$261k	1.3k	202.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$227k	1.9k	118.60	View chart
Vanguard World Utilities Etf (VPU)	0.2	$216k	1.5k	147.92	View chart
New Jersey Resources Corporation (NJR)	0.1	$180k	4.2k	42.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$175k	2.1k	83.76	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$173k	4.3k	40.57	View chart
NVIDIA Corporation (NVDA)	0.1	$157k	1.3k	123.54	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$127k	964.00	132.05	View chart
Meta Platforms Cl A (META)	0.1	$126k	249.00	504.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$119k	219.00	544.22	View chart
PNC Financial Services (PNC)	0.1	$94k	607.00	155.48	View chart
Alps Etf Tr Active Reit Etf (REIT)	0.0	$65k	2.6k	25.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$55k	299.00	183.42	View chart
Costco Wholesale Corporation (COST)	0.0	$53k	62.00	849.98	View chart
Parker-Hannifin Corporation (PH)	0.0	$51k	100.00	505.81	View chart
Exxon Mobil Corporation (XOM)	0.0	$49k	423.00	115.12	View chart
Walt Disney Company (DIS)	0.0	$47k	473.00	99.31	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$45k	1.3k	35.55	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$45k	150.00	297.54	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.0	$44k	1.2k	37.68	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$44k	2.0k	22.05	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$44k	260.00	168.41	View chart
Procter & Gamble Company (PG)	0.0	$43k	262.00	164.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$40k	220.00	182.15	View chart
Verizon Communications (VZ)	0.0	$39k	951.00	41.24	View chart
Amazon (AMZN)	0.0	$36k	188.00	193.25	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$35k	561.00	61.64	View chart
Boeing Company (BA)	0.0	$34k	188.00	182.01	View chart
Oracle Corporation (ORCL)	0.0	$32k	225.00	141.20	View chart
Qualcomm (QCOM)	0.0	$30k	150.00	199.18	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$30k	205.00	145.67	View chart
Docusign (DOCU)	0.0	$30k	557.00	53.50	View chart
General Dynamics Corporation (GD)	0.0	$29k	100.00	290.14	View chart
salesforce (CRM)	0.0	$28k	110.00	257.10	View chart
Amgen (AMGN)	0.0	$28k	90.00	312.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$28k	275.00	100.39	View chart
Travelers Companies (TRV)	0.0	$27k	132.00	203.34	View chart
Pepsi (PEP)	0.0	$25k	150.00	164.93	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.0	$23k	339.00	67.81	View chart
Bank of America Corporation (BAC)	0.0	$23k	571.00	39.77	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.0	$23k	492.00	46.01	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.0	$23k	967.00	23.40	View chart
Wal-Mart Stores (WMT)	0.0	$20k	300.00	67.71	View chart
Netflix (NFLX)	0.0	$20k	30.00	674.87	View chart
Royalty Pharma Shs Class A (RPRX)	0.0	$20k	748.00	26.37	View chart
Texas Instruments Incorporated (TXN)	0.0	$20k	100.00	194.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$19k	266.00	72.64	View chart
Prudential Financial (PRU)	0.0	$19k	163.00	117.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$19k	377.00	50.11	View chart
Tesla Motors (TSLA)	0.0	$18k	90.00	197.88	View chart
Carrier Global Corporation (CARR)	0.0	$17k	275.00	63.08	View chart
Honeywell International (HON)	0.0	$16k	75.00	213.55	View chart
First Tr Exchange Traded S Netwrk Fut Veh (CARZ)	0.0	$15k	263.00	58.42	View chart
Intel Corporation (INTC)	0.0	$15k	494.00	30.97	View chart
FedEx Corporation (FDX)	0.0	$15k	50.00	299.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$14k	174.00	78.33	View chart
Otis Worldwide Corp (OTIS)	0.0	$14k	140.00	96.26	View chart
Commerce Bancshares (CBSH)	0.0	$13k	231.00	55.78	View chart
Immunitybio (IBRX)	0.0	$12k	2.0k	6.32	View chart
Public Service Enterprise (PEG)	0.0	$12k	160.00	73.70	View chart
Coinbase Global Com Cl A (COIN)	0.0	$11k	50.00	222.24	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$11k	803.00	13.32	View chart
Kimberly-Clark Corporation (KMB)	0.0	$10k	75.00	138.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$10k	175.00	58.52	View chart
Hartford Financial Services (HIG)	0.0	$10k	100.00	100.54	View chart
Colgate-Palmolive Company (CL)	0.0	$9.7k	100.00	97.04	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$9.0k	164.00	54.96	View chart
Johnson & Johnson (JNJ)	0.0	$8.2k	56.00	146.16	View chart
Westrock (WRK)	0.0	$7.8k	155.00	50.26	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$7.8k	415.00	18.72	View chart
At&t (T)	0.0	$6.8k	356.00	19.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$5.6k	97.00	58.23	View chart
Philip Morris International (PM)	0.0	$5.1k	50.00	101.34	View chart
Cisco Systems (CSCO)	0.0	$5.0k	106.00	47.51	View chart
CSX Corporation (CSX)	0.0	$5.0k	150.00	33.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$5.0k	10.00	500.10	View chart
3M Company (MMM)	0.0	$4.6k	45.00	102.20	View chart
Toyota Motor Corp Ads (TM)	0.0	$4.5k	22.00	204.95	View chart
Comcast Corp Cl A (CMCSA)	0.0	$3.8k	97.00	39.16	View chart
Microsoft Corporation (MSFT)	0.0	$3.1k	7.00	447.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$2.8k	14.00	202.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$2.8k	33.00	83.97	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.0	$2.4k	200.00	11.78	View chart
Altria (MO)	0.0	$2.3k	50.00	45.56	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$1.7k	73.00	22.73	View chart
Pfizer (PFE)	0.0	$1.7k	59.00	27.98	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$1.6k	21.00	78.00	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$1.6k	50.00	32.76	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$1.6k	53.00	29.57	View chart
Hldgs (UAL)	0.0	$1.5k	30.00	48.67	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$1.1k	50.00	22.48	View chart
Chimera Invt Corp Com Shs (CIM)	0.0	$1.1k	83.00	12.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$875.000000	20.00	43.75	View chart
Medtronic SHS (MDT)	0.0	$708.000300	9.00	78.67	View chart
Wk Kellogg Com Shs (KLG)	0.0	$592.999200	36.00	16.47	View chart
Solventum Corp Com Shs (SOLV)	0.0	$582.000100	11.00	52.91	View chart
Merck & Co (MRK)	0.0	$371.000100	3.00	123.67	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$346.000200	39.00	8.87	View chart
Becton, Dickinson and (BDX)	0.0	$234.000000	1.00	234.00	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$186.000000	25.00	7.44	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$94.000200	7.00	13.43	View chart
Rewalk Robotics SHS (LFWD)	0.0	$44.000000	11.00	4.00	View chart
Ford Motor Company (F)	0.0	$13.000000	1.00	13.00	View chart

Past Filings by ZynergyRetirementPlanning

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

ZynergyRetirementPlanning 2024 Q2 filed July 25, 2024

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