Zynergyretirementplanningllc Portfolio Stock Holdings
Zynergyretirementplanningllc disclosed 26 stock positions valued at approximately $165.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 26
- Portfolio Value
- $165.4M
Holdings by Sector
Zynergyretirementplanningllc Portfolio Holdings in Q1 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 | 23.51% | 59,518 | +2,401 | +4.20% | $38,877,753 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 18.62% | 1,326,270 | +74,723 | +5.97% | $30,795,989 |
| SCHWAB STRATEGIC TR | SCHF | Other | 13.91% | 929,601 | -10,998 | -1.17% | $23,007,625 |
| SCHWAB STRATEGIC TR | SCHH | Other | 10.48% | 806,322 | +54,732 | +7.28% | $17,327,860 |
| SCHWAB STRATEGIC TR | SCHA | Other | 10.05% | 571,593 | -10,718 | -1.84% | $16,621,924 |
| SCHWAB STRATEGIC TR | SCHP | Other | 7.27% | 451,841 | +27,748 | +6.54% | $12,023,489 |
| SCHWAB STRATEGIC TR | SCHO | Other | 6.44% | 438,538 | -45,426 | -9.39% | $10,643,317 |
| SCHWAB STRATEGIC TR | SCHE | Other | 2.26% | 113,577 | -5,046 | -4.25% | $3,742,362 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.82% | 98,664 | -3,142 | -3.09% | $3,009,252 |
| NVIDIA CORPORATION | NVDA | Technology | 0.77% | 7,254 | +5,805 | +400.62% | $1,265,098 |
| APPLE INC | AAPL | Technology | 0.76% | 4,956 | -390 | -7.30% | $1,257,783 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.54% | 18,974 | -2,802 | -12.87% | $886,845 |
| INVESCO QQQ TR | QQQ | Other | 0.50% | 1,438 | -5 | -0.35% | $829,985 |
| VANGUARD WORLD FD | VFH | Other | 0.36% | 4,919 | - | - | $594,264 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 2,643 | - | - | $518,557 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.31% | 6,854 | - | - | $514,735 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.30% | 1,499 | -56 | -3.60% | $493,006 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.27% | 15,250 | -1,477 | -8.83% | $444,233 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.26% | 13,779 | -1,520 | -9.94% | $422,740 |
| SPDR GOLD TR | GLD | Other | 0.23% | 889 | -28 | -3.05% | $382,528 |
| VANGUARD INDEX FDS | VB | Other | 0.21% | 1,354 | - | - | $354,640 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.21% | 13,781 | - | - | $345,903 |
| VANGUARD WORLD FD | VPU | Other | 0.17% | 1,452 | - | - | $287,699 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.15% | 1,685 | -87 | -4.91% | $249,549 |
| NEW JERSEY RES CORP | NJR | Utilities | 0.15% | 4,503 | +46 | +1.03% | $247,321 |
| ISHARES TR | ITA | Other | 0.12% | 940 | - | - | $205,625 |