Zynergyretirementplanningllc Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Zynergyretirementplanningllc disclosed 26 stock positions valued at approximately $184.43M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 26
- Portfolio Value
- $184.43M
Holdings by Sector
Zynergyretirementplanningllc Portfolio Holdings in Q2 2026
26 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 24.18% | 59,539 | +21 | +0.04% | $44,588,162 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 17.63% | 1,405,679 | +79,409 | +5.99% | $32,513,355 |
| SCHWAB STRATEGIC TR | SCHF | Other | 13.92% | 926,996 | -2,605 | -0.28% | $25,677,789 |
| SCHWAB STRATEGIC TR | SCHA | Other | 11.08% | 565,809 | -5,784 | -1.01% | $20,442,679 |
| SCHWAB STRATEGIC TR | SCHH | Other | 10.54% | 820,717 | +14,395 | +1.79% | $19,434,579 |
| SCHWAB STRATEGIC TR | SCHP | Other | 6.81% | 473,970 | +22,129 | +4.90% | $12,560,205 |
| SCHWAB STRATEGIC TR | SCHO | Other | 5.88% | 449,104 | +10,566 | +2.41% | $10,841,371 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.26% | 114,762 | +1,185 | +1.04% | $4,161,270 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.84% | 97,589 | -1,075 | -1.09% | $3,397,073 |
| NVIDIA CORPORATION | NVDA | Technology | 1.05% | 9,648 | +2,394 | +33.00% | $1,930,469 |
| APPLE INC | AAPL | Technology | 0.76% | 4,874 | -82 | -1.65% | $1,410,341 |
| INVESCO QQQ TR | QQQ | Other | 0.57% | 1,438 | - | - | $1,058,943 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.52% | 20,028 | +1,054 | +5.55% | $963,747 |
| VANGUARD WORLD FD | VFH | Other | 0.35% | 4,919 | - | - | $647,340 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 2,643 | - | - | $575,989 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.31% | 6,854 | - | - | $574,023 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.29% | 1,499 | - | - | $528,667 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.28% | 15,444 | +194 | +1.27% | $522,625 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.24% | 13,779 | - | - | $436,932 |
| VANGUARD INDEX FDS | VB | Other | 0.22% | 1,354 | - | - | $410,424 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.22% | 13,781 | - | - | $399,098 |
| SPDR GOLD TR | GLD | Other | 0.18% | 880 | -9 | -1.01% | $324,174 |
| VANGUARD WORLD FD | VPU | Other | 0.15% | 1,452 | - | - | $284,200 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.14% | 1,685 | - | - | $266,281 |
| NEW JERSEY RES CORP | NJR | Utilities | 0.14% | 4,542 | +39 | +0.87% | $254,544 |
| ISHARES TR | ITA | Other | 0.12% | 940 | - | - | $227,875 |