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 78.99% of ZynergyRetirementPlanning's stock portfolio.
  • Added to shares of these 8 stocks: SCHZ (+$7.6M), SCHP (+$5.1M), SCHF, SCHH, SCHA, SCHE, SCHC, NJR.
  • Reduced shares in these 9 stocks: SCHO (-$6.3M), IVV, NVDA, ITA, AAPL, SCHV, SCHG, GLD, VFH.
  • Sold out of its position in ITA.
  • ZynergyRetirementPlanning was a net buyer of stock by $7.3M.
  • ZynergyRetirementPlanning has $187M in assets under management (AUM), dropping by 1.53%.
  • 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 25 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.8 $45M -2% 58k 765.85
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 20.6 $39M +24% 1.7M 22.10
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.5 $27M +6% 990k 27.47
 View chart
Schwab Strategic Tr Us Reit Etf (SCHH) 10.1 $19M +4% 860k 22.04
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 9.9 $19M 570k 32.63
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 9.1 $17M +43% 678k 25.13
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.4 $4.4M -58% 186k 23.86
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $4.2M 116k 36.45
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.7 $3.2M 97k 33.31
 View chart
NVIDIA Corporation (NVDA) 0.9 $1.8M -19% 7.7k 228.38
 View chart
Apple (AAPL) 0.8 $1.6M -3% 4.7k 333.02
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.1M 1.4k 739.77
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $1.0M 20k 49.74
 View chart
Vanguard World Financials Etf (VFH) 0.3 $632k 4.9k 130.09
 View chart
Vanguard Index Fds Mrngstr Val Etf (VTV) 0.3 $571k 2.6k 216.08
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $569k 6.9k 82.97
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $540k -2% 15k 35.93
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $448k 14k 32.53
 View chart
Home Depot (HD) 0.2 $427k 1.5k 284.49
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $404k 14k 29.31
 View chart
Vanguard Index Fds Mrngstr Sml Cap (VB) 0.2 $385k 1.4k 284.49
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.2 $326k -2% 855.00 380.84
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $262k 1.7k 155.20
 View chart
Vanguard World Utilities Etf (VPU) 0.1 $248k 1.5k 171.00
 View chart
New Jersey Resources Corporation (NJR) 0.1 $232k 4.6k 50.59
 View chart

Past Filings by ZynergyRetirementPlanning

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