Zynergyretirementplanningllc
$184M 13F equity value
26 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Zynergyretirementplanningllc covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 59,539 | $45M | 24.2% |
| SCHZ | SCHWAB STRATEGIC TR | 1,405,679 | $33M | 17.6% |
| SCHF | SCHWAB STRATEGIC TR | 926,996 | $26M | 13.9% |
| SCHA | SCHWAB STRATEGIC TR | 565,809 | $20M | 11.1% |
| SCHH | SCHWAB STRATEGIC TR | 820,717 | $19M | 10.5% |
| SCHP | SCHWAB STRATEGIC TR | 473,970 | $13M | 6.8% |
| SCHO | SCHWAB STRATEGIC TR | 449,104 | $11M | 5.9% |
| SCHE | SCHWAB STRATEGIC TR | 114,762 | $4M | 2.3% |
| SCHV | SCHWAB STRATEGIC TR | 97,589 | $3M | 1.8% |
| NVDA | NVIDIA CORPORATION | 9,648 | $2M | 1.0% |
Track Zynergyretirementplanningllc's 13F portfolio: $184M in reported holdings, 26 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}