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 77.35% of ZynergyRetirementPlanning's stock portfolio.
  • Added to shares of these 10 stocks: SCHZ, SCHP, NVDA, SCHH, SCHO, SCHC, SCHE, IVV, SCHG, NJR.
  • Reduced shares in these 5 stocks: SCHA, SCHF, SCHV, AAPL, GLD.
  • ZynergyRetirementPlanning was a net buyer of stock by $3.3M.
  • ZynergyRetirementPlanning has $184M in assets under management (AUM), dropping by 11.54%.
  • Central Index Key (CIK): 0002031137

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for ZynergyRetirementPlanning

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.2 $45M 60k 748.89
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 17.6 $33M +5% 1.4M 23.13
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.9 $26M 927k 27.70
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 11.1 $20M 566k 36.13
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 10.5 $19M 821k 23.68
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 6.8 $13M +4% 474k 26.50
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.9 $11M +2% 449k 24.14
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.3 $4.2M 115k 36.26
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.8 $3.4M 98k 34.81
 View chart
NVIDIA Corporation (NVDA) 1.0 $1.9M +33% 9.6k 200.09
 View chart
Apple (AAPL) 0.8 $1.4M 4.9k 289.36
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.1M 1.4k 736.40
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $964k +5% 20k 48.12
 View chart
Vanguard World Financials Etf (VFH) 0.4 $647k 4.9k 131.60
 View chart
Vanguard Index Fds Value Etf (VTV) 0.3 $576k 2.6k 217.93
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $574k 6.9k 83.75
 View chart
Home Depot (HD) 0.3 $529k 1.5k 352.68
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $523k 15k 33.84
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $437k 14k 31.71
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.2 $410k 1.4k 303.12
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $399k 14k 28.96
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.2 $324k 880.00 368.38
 View chart
Vanguard World Utilities Etf (VPU) 0.2 $284k 1.5k 195.73
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $266k 1.7k 158.03
 View chart
New Jersey Resources Corporation (NJR) 0.1 $255k 4.5k 56.04
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.1 $228k 940.00 242.42
 View chart

Past Filings by ZynergyRetirementPlanning

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