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 76.58% of ZynergyRetirementPlanning's stock portfolio.
  • Added to shares of these 6 stocks: SCHZ, IVV, SCHH, SCHP, NVDA, NJR.
  • Reduced shares in these 10 stocks: SCHO, SCHA, SCHF, SCHE, SCHC, AAPL, SCHV, SCHD, SCHG, HD.
  • ZynergyRetirementPlanning was a net buyer of stock by $3.4M.
  • ZynergyRetirementPlanning has $165M in assets under management (AUM), dropping by 1.74%.
  • Central Index Key (CIK): 0002031137

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Portfolio Holdings for ZynergyRetirementPlanning

ZynergyRetirementPlanning holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.5 $39M +4% 60k 653.21
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Schwab Strategic Tr Us Aggregate B (SCHZ) 18.6 $31M +5% 1.3M 23.22
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.9 $23M 930k 24.75
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Schwab Strategic Tr Us Reit Etf (SCHH) 10.5 $17M +7% 806k 21.49
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 10.1 $17M 572k 29.08
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Schwab Strategic Tr Us Tips Etf (SCHP) 7.3 $12M +6% 452k 26.61
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 6.4 $11M -9% 439k 24.27
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.3 $3.7M -4% 114k 32.95
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.8 $3.0M -3% 99k 30.50
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NVIDIA Corporation (NVDA) 0.8 $1.3M +63% 7.3k 174.40
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Apple (AAPL) 0.8 $1.3M -7% 5.0k 253.79
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $887k -12% 19k 46.74
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $830k 1.4k 577.18
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Vanguard World Financials Etf (VFH) 0.4 $594k 4.9k 120.81
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Vanguard Index Fds Value Etf (VTV) 0.3 $519k 2.6k 196.20
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $515k 6.9k 75.10
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Home Depot (HD) 0.3 $493k -3% 1.5k 328.89
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $444k -8% 15k 29.13
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $423k -9% 14k 30.68
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Spdr Gold Tr Gold Shs (GLD) 0.2 $383k -3% 889.00 430.29
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $355k 1.4k 261.92
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $346k 14k 25.10
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Vanguard World Utilities Etf (VPU) 0.2 $288k 1.5k 198.14
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $250k -4% 1.7k 148.10
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New Jersey Resources Corporation (NJR) 0.1 $247k 4.5k 54.92
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $206k 940.00 218.75
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Past Filings by ZynergyRetirementPlanning

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