ZynergyRetirementPlanningLLC 13F Holdings
CIK 0002031137
As of Sep 30, 2025, ZynergyRetirementPlanningLLC reported 28 positions worth
CIK 0002031137
As of Sep 30, 2025, ZynergyRetirementPlanningLLC reported 28 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 56,757 | $38.0M | 23.96% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 1,250,430 | $29.3M | 18.51% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 937,941 | $21.8M | 13.77% |
| SCHWAB US REIT ETF | SCHH | — | 746,401 | 6.1M | 10.15% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 571,869 | 6.0M | 10.06% |
| SCHWAB US TIPS ETF | SCHP | — | 429,411 | 1.6M | 7.30% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 381,363 | $9.3M | 5.87% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 115,668 | $3.9M | 2.43% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 102,028 | $3.0M | 1.87% |
| APPLE INC | AAPL | Technology | 5,346 | .4M | 0.86% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 20,510 | $933.4K | 0.59% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,480 | $888.5K | 0.56% |
| HOME DEPOT INC | HD | Consumer Cyclical | 1,606 | $650.7K | 0.41% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 4,919 | $645.6K | 0.41% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 17,575 | $560.8K | 0.35% |
| LULULEMON ATHLETICA INC | LULU | Consumer Cyclical | 3,000 | $533.8K | 0.34% |
| VANGUARD VALUE INDEX FUND | VTV | — | 2,643 | $492.9K | 0.31% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 6,854 | $489.2K | 0.31% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,321 | $416.7K | 0.26% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 15,090 | $412.0K | 0.26% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 13,868 | $356.5K | 0.22% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 1,354 | $344.3K | 0.22% |
| SPDR GOLD TRUST | GQ9 | — | 961 | $341.6K | 0.22% |
| VANGUARD UTILITIES INDEX FUND | VPU | — | 1,452 | $275.0K | 0.17% |
| NVIDIA CORP | NVDA | Technology | 1,376 | $256.7K | 0.16% |