ZynergyRetirementPlanning

ZynergyRetirementPlanning as of June 30, 2026

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