ZynergyRetirementPlanningLLC Q2 2025 Filing
Filed September 4, 2025
Portfolio Value
$149.1B
Holdings
25
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 57,059 | $35.4B | 23.76% | |
| 2 | SCHZSCHWAB STRATEGIC TR | 1,221,958 | $28.4B | 19.05% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 939,774 | $20.8B | 13.93% | |
| 4 | SCHHSCHWAB STRATEGIC TR | 729,453 | $15.4B | 10.35% | |
| 5 | SCHASCHWAB STRATEGIC TR | 566,783 | $14.3B | 9.62% | |
| 6 | SCHPSCHWAB STRATEGIC TR | 423,520 | $11.3B | 7.58% | |
| 7 | SCHOSCHWAB STRATEGIC TR | 375,085 | $9.1B | 6.13% | |
| 8 | SCHESCHWAB STRATEGIC TR | 115,021 | $3.5B | 2.33% | |
| 9 | SCHVSCHWAB STRATEGIC TR | 103,492 | $2.9B | 1.92% | |
| 10 | AAPLAPPLE INC | 5,346 | $1.1B | 0.74% | |
| 11 | SCHCSCHWAB STRATEGIC TR | 20,344 | $866.5M | 0.58% | |
| 12 | NDQINVESCO QQQ TR | 1,480 | $816.4M | 0.55% | |
| 13 | VFHVANGUARD WORLD FD | 4,951 | $630.3M | 0.42% | |
| 14 | HDHOME DEPOT INC | 1,659 | $608.3M | 0.41% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 17,664 | $516.0M | 0.35% | |
| 16 | VTVVANGUARD INDEX FDS | 2,643 | $467.1M | 0.31% | |
| 17 | VEUVANGUARD INTL EQUITY INDEX F | 6,854 | $460.7M | 0.31% | |
| 18 | SCHDSCHWAB STRATEGIC TR | 15,277 | $404.8M | 0.27% | |
| 19 | JPMJPMORGAN CHASE & CO. | 1,321 | $383.0M | 0.26% | |
| 20 | SCHBSCHWAB STRATEGIC TR | 13,860 | $330.3M | 0.22% | |
| 21 | VBVANGUARD INDEX FDS | 1,354 | $320.9M | 0.22% | |
| 22 | GQ9SPDR GOLD TR | 992 | $302.4M | 0.20% | |
| 23 | VPUVANGUARD WORLD FD | 1,452 | $256.3M | 0.17% | |
| 24 | VYMVANGUARD WHITEHALL FDS | 1,916 | $255.4M | 0.17% | |
| 25 | NVDANVIDIA CORPORATION | 1,375 | $217.2M | 0.15% |