ZynergyRetirementPlanning

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

  • Top 5 stock holdings are IVV, SCHZ, SCHF, SCHH, SCHA, and represent 76.46% of ZynergyRetirementPlanning's stock portfolio.
  • Added to shares of these 10 stocks: SCHZ, LULU, SCHH, NJR, ITA, SCHP, SCHO, SCHA, SCHE, SCHC.
  • Started 3 new stock positions in LULU, ITA, NJR.
  • Reduced shares in these 9 stocks: IVV, SCHF, SCHV, HD, VYM, GLD, SCHD, VFH, SCHG.
  • ZynergyRetirementPlanning was a net buyer of stock by $2.1M.
  • ZynergyRetirementPlanning has $159M in assets under management (AUM), dropping by 6.36%.
  • Central Index Key (CIK): 0002031137

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Portfolio Holdings for ZynergyRetirementPlanning

ZynergyRetirementPlanning holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.0 $38M 57k 669.30
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Schwab Strategic Tr Us Aggregate B (SCHZ) 18.5 $29M +2% 1.3M 23.47
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.8 $22M 938k 23.28
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Schwab Strategic Tr Us Reit Etf (SCHH) 10.2 $16M +2% 746k 21.57
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 10.1 $16M 572k 27.90
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Schwab Strategic Tr Us Tips Etf (SCHP) 7.3 $12M 429k 26.95
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.9 $9.3M 381k 24.40
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.4 $3.9M 116k 33.37
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.9 $3.0M 102k 29.11
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Apple (AAPL) 0.9 $1.4M 5.3k 254.63
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $933k 21k 45.51
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $889k 1.5k 600.37
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Home Depot (HD) 0.4 $651k -3% 1.6k 405.19
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Vanguard World Financials Etf (VFH) 0.4 $646k 4.9k 131.24
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $561k 18k 31.91
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Lululemon Athletica (LULU) 0.3 $534k NEW 3.0k 177.93
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Vanguard Index Fds Value Etf (VTV) 0.3 $493k 2.6k 186.49
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $489k 6.9k 71.37
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JPMorgan Chase & Co. (JPM) 0.3 $417k 1.3k 315.43
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $412k 15k 27.30
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $357k 14k 25.71
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $344k 1.4k 254.28
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Spdr Gold Tr Gold Shs (GLD) 0.2 $342k -3% 961.00 355.47
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Vanguard World Utilities Etf (VPU) 0.2 $275k 1.5k 189.41
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NVIDIA Corporation (NVDA) 0.2 $257k 1.4k 186.58
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $250k -7% 1.8k 140.95
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New Jersey Resources Corporation (NJR) 0.1 $213k NEW 4.4k 48.15
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $202k NEW 964.00 209.26
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Past Filings by ZynergyRetirementPlanning

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