ZynergyRetirementPlanningLLC Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$141.0M
Holdings
115
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (115 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $31.9M |
SCHZSCHWAB STRATEGIC TR | $26.4M |
SCHFSCHWAB STRATEGIC TR | $17.0M |
SCHHSCHWAB STRATEGIC TR | $14.5M |
SCHASCHWAB STRATEGIC TR | $13.7M |
SCHPSCHWAB STRATEGIC TR | $10.7M |
SCHOSCHWAB STRATEGIC TR | $9.2M |
SCHVSCHWAB STRATEGIC TR | $3.2M |
SCHESCHWAB STRATEGIC TR | $3.0M |
AAPLAPPLE INC | $1.3M |
NDQINVESCO QQQ TR | $757K |
HDHOME DEPOT INC | $677K |
SCHGSCHWAB STRATEGIC TR | $655K |
SCHCSCHWAB STRATEGIC TR | $616K |
VFHVANGUARD WORLD FD | $601K |
SCHDSCHWAB STRATEGIC TR | $463K |
VTVVANGUARD INDEX FDS | $457K |
GQ9SPDR GOLD TR | $419K |
VEUVANGUARD INTL EQUITY INDEX F | $393K |
SCHBSCHWAB STRATEGIC TR | $350K |
BILSSPDR SER TR | $341K |
VBVANGUARD INDEX FDS | $339K |
JPMJPMORGAN CHASE & CO. | $285K |
VYMVANGUARD WHITEHALL FDS | $244K |
VPUVANGUARD WORLD FD | $238K |
NJRNEW JERSEY RES CORP | $200K |
VNQVANGUARD INDEX FDS | $179K |
NVDANVIDIA CORPORATION | $171K |
METAMETA PLATFORMS INC | $146K |
ITA*ISHARES TR | $140K |
SPYSPDR S&P 500 ETF TR | $134K |
VNQIVANGUARD INTL EQUITY INDEX F | $117K |
PNCPNC FINL SVCS GROUP INC | $117K |
DUKDUKE ENERGY CORP NEW | $94K |
REITALPS ETF TR | $77K |
VIGVANGUARD SPECIALIZED FUNDS | $66K |
PHPARKER-HANNIFIN CORP | $64K |
IDV*ISHARES TR | $62K |
HEFAISHARES TR | $58K |
GOOGALPHABET INC | $57K |
FSMDFIDELITY COVINGTON TRUST | $57K |
COSTCOSTCO WHSL CORP NEW | $57K |
DISDISNEY WALT CO | $53K |
DOCUDOCUSIGN INC | $50K |
IWBISHARES TR | $48K |
XOMEXXON MOBIL CORP | $48K |
CEF/USPROTT PHYSICAL GOLD & SILVE | $48K |
GOOGLALPHABET INC | $42K |
AMZNAMAZON COM INC | $41K |
BBHVANECK ETF TRUST | $41K |
ORCLORACLE CORP | $37K |
CRMSALESFORCE INC | $37K |
TSLATESLA INC | $36K |
SCZISHARES TR | $34K |
RTXRTX CORPORATION | $32K |
BABOEING CO | $30K |
WELLWELLTOWER INC | $27K |
NFLXNETFLIX INC | $27K |
PKBINVESCO EXCHANGE TRADED FD T | $26K |
BACBANK AMERICA CORP | $25K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $23K |
UITBVICTORY PORTFOLIOS II | $23K |
TDTFFLEXSHARES TR | $22K |
PGPROCTER AND GAMBLE CO | $21K |
TRVTRAVELERS COMPANIES INC | $20K |
BACVERIZON COMMUNICATIONS INC | $20K |
RPRXROYALTY PHARMA PLC | $19K |
VTEBVANGUARD MUN BD FDS | $19K |
AQLTISHARES TR | $19K |
VVVVALVOLINE INC | $17K |
AQLTISHARES TR | $16K |
CARZFIRST TR EXCHANGE TRADED FD | $15K |
CBSHCOMMERCE BANCSHARES INC | $15K |
COPCONOCOPHILLIPS | $15K |
FDXFEDEX CORP | $14K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $14K |
CHATTIDAL TR II | $14K |
RIVNRIVIAN AUTOMOTIVE INC | $13K |
EFAISHARES TR | $13K |
OTISOTIS WORLDWIDE CORP | $13K |
COINCOINBASE GLOBAL INC | $12K |
PRUPRUDENTIAL FINL INC | $12K |
IJHISHARES TR | $11K |
MPCMARATHON PETE CORP | $11K |
AMGNAMGEN INC | $10K |
CCLCARNIVAL CORP | $10K |
INTCINTEL CORP | $10K |
ICLNISHARES TR | $9K |
TDTORONTO DOMINION BK ONT | $9K |
SWSMURFIT WESTROCK PLC | $8K |
PEPPEPSICO INC | $8K |
PSXPHILLIPS 66 | $8K |
CSCOCISCO SYS INC | $6K |
MMM3M CO | $6K |
VOOVANGUARD INDEX FDS | $5K |
IBRXIMMUNITYBIO INC | $5K |
TMTOYOTA MOTOR CORP | $4K |
UALUNITED AIRLS HLDGS INC | $3K |
PDTHANCOCK JOHN PREM DIVID FD | $3K |
TAT&T INC | $2K |
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