ZynergyRetirementPlanning

ZynergyRetirementPlanning as of Dec. 31, 2025

Portfolio Holdings for ZynergyRetirementPlanning

ZynergyRetirementPlanning holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.1 $39M 57k 684.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 18.0 $29M 1.3M 23.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.9 $23M 941k 24.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 10.2 $17M 582k 28.48
Schwab Strategic Tr Us Reit Etf (SCHH) 9.7 $16M 752k 20.89
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 7.3 $12M 484k 24.37
Schwab Strategic Tr Us Tips Etf (SCHP) 6.9 $11M 424k 26.49
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.4 $3.9M 119k 32.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.9 $3.0M 102k 29.61
Apple (AAPL) 0.9 $1.5M 5.3k 271.86
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $992k 22k 45.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $886k 1.4k 614.31
NVIDIA Corporation (NVDA) 0.5 $830k 4.4k 186.50
Vanguard World Financials Etf (VFH) 0.4 $657k 4.9k 133.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $546k 17k 32.62
Home Depot (HD) 0.3 $535k 1.6k 344.10
Vanguard Index Fds Value Etf (VTV) 0.3 $505k 2.6k 190.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $504k 6.9k 73.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $420k 15k 27.43
Spdr Gold Tr Gold Shs (GLD) 0.2 $363k 917.00 396.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $362k 14k 26.23
Vanguard Index Fds Small Cp Etf (VB) 0.2 $349k 1.4k 257.95
Vanguard World Utilities Etf (VPU) 0.2 $269k 1.5k 185.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $254k 1.8k 143.52
New Jersey Resources Corporation (NJR) 0.1 $206k 4.5k 46.12
Ishares Tr Us Aer Def Etf (ITA) 0.1 $202k 940.00 214.69