ZynergyRetirementPlanningLLC Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$162.5M
Holdings
26
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 57,117 | $39.1M | 24.07% | |
| 2 | SCHZSCHWAB STRATEGIC TR | 1,251,547 | $29.2M | 18.00% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 940,599 | $22.6M | 13.91% | |
| 4 | SCHASCHWAB STRATEGIC TR | 582,311 | $16.6M | 10.20% | |
| 5 | SCHHSCHWAB STRATEGIC TR | 751,590 | $15.7M | 9.66% | |
| 6 | SCHOSCHWAB STRATEGIC TR | 483,964 | $11.8M | 7.26% | |
| 7 | SCHPSCHWAB STRATEGIC TR | 424,093 | $11.2M | 6.91% | |
| 8 | SCHESCHWAB STRATEGIC TR | 118,623 | $3.9M | 2.39% | |
| 9 | SCHVSCHWAB STRATEGIC TR | 101,806 | $3.0M | 1.85% | |
| 10 | AAPLAPPLE INC | 5,346 | $1.5M | 0.89% | |
| 11 | SCHCSCHWAB STRATEGIC TR | 21,776 | $991K | 0.61% | |
| 12 | NDQINVESCO QQQ TR | 1,443 | $886K | 0.55% | |
| 13 | NVDANVIDIA CORPORATION | 4,449 | $829K | 0.51% | Put |
| 14 | VFHVANGUARD WORLD FD | 4,919 | $656K | 0.40% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 16,727 | $545K | 0.34% | |
| 16 | HDHOME DEPOT INC | 1,555 | $535K | 0.33% | |
| 17 | VTVVANGUARD INDEX FDS | 2,643 | $504K | 0.31% | |
| 18 | VEUVANGUARD INTL EQUITY INDEX F | 6,854 | $504K | 0.31% | |
| 19 | SCHDSCHWAB STRATEGIC TR | 15,299 | $419K | 0.26% | |
| 20 | GQ9SPDR GOLD TR | 917 | $363K | 0.22% | |
| 21 | SCHBSCHWAB STRATEGIC TR | 13,781 | $361K | 0.22% | |
| 22 | VBVANGUARD INDEX FDS | 1,354 | $349K | 0.21% | |
| 23 | VPUVANGUARD WORLD FD | 1,452 | $268K | 0.16% | |
| 24 | VYMVANGUARD WHITEHALL FDS | 1,772 | $254K | 0.16% | |
| 25 | NJRNEW JERSEY RES CORP | 4,457 | $205K | 0.13% | |
| 26 | ITA*ISHARES TR | 940 | $201K | 0.12% |