ZynergyRetirementPlanningLLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$158.6B
Holdings
28
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 56,757 | $38.0B | 23.96% | |
| 2 | SCHZSCHWAB STRATEGIC TR | 1,250,430 | $29.3B | 18.51% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 937,941 | $21.8B | 13.77% | |
| 4 | SCHHSCHWAB STRATEGIC TR | 746,401 | $16.1B | 10.15% | |
| 5 | SCHASCHWAB STRATEGIC TR | 571,869 | $16.0B | 10.06% | |
| 6 | SCHPSCHWAB STRATEGIC TR | 429,411 | $11.6B | 7.30% | |
| 7 | SCHOSCHWAB STRATEGIC TR | 381,363 | $9.3B | 5.87% | |
| 8 | SCHESCHWAB STRATEGIC TR | 115,668 | $3.9B | 2.43% | |
| 9 | SCHVSCHWAB STRATEGIC TR | 102,028 | $3.0B | 1.87% | |
| 10 | AAPLAPPLE INC | 5,346 | $1.4B | 0.86% | |
| 11 | SCHCSCHWAB STRATEGIC TR | 20,510 | $933.4M | 0.59% | |
| 12 | NDQINVESCO QQQ TR | 1,480 | $888.5M | 0.56% | |
| 13 | HDHOME DEPOT INC | 1,606 | $650.7M | 0.41% | |
| 14 | VFHVANGUARD WORLD FD | 4,919 | $645.6M | 0.41% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 17,575 | $560.8M | 0.35% | |
| 16 | LULULULULEMON ATHLETICA INC | 3,000 | $533.8M | 0.34% | |
| 17 | VTVVANGUARD INDEX FDS | 2,643 | $492.9M | 0.31% | |
| 18 | VEUVANGUARD INTL EQUITY INDEX F | 6,854 | $489.2M | 0.31% | |
| 19 | JPMJPMORGAN CHASE & CO. | 1,321 | $416.7M | 0.26% | |
| 20 | SCHDSCHWAB STRATEGIC TR | 15,090 | $412.0M | 0.26% | |
| 21 | SCHBSCHWAB STRATEGIC TR | 13,868 | $356.5M | 0.22% | |
| 22 | VBVANGUARD INDEX FDS | 1,354 | $344.3M | 0.22% | |
| 23 | GQ9SPDR GOLD TR | 961 | $341.6M | 0.22% | |
| 24 | VPUVANGUARD WORLD FD | 1,452 | $275.0M | 0.17% | |
| 25 | NVDANVIDIA CORPORATION | 1,376 | $256.7M | 0.16% | |
| 26 | VYMVANGUARD WHITEHALL FDS | 1,772 | $249.8M | 0.16% | |
| 27 | NJRNEW JERSEY RES CORP | 4,414 | $212.5M | 0.13% | |
| 28 | ITA*ISHARES TR | 964 | $201.7M | 0.13% |