ZynergyRetirementPlanningLLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, ZynergyRetirementPlanningLLC held in its portfolio 26 assets valued at $162,526,611 (i.e. $162.53M).

The most valuable assets in the portfolio included: ISHARES TR ($39.12M), SCHWAB STRATEGIC TR ($29.25M), and SCHWAB STRATEGIC TR ($22.61M).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in ZynergyRetirementPlanningLLC Portfolio

ISHARES TR

SCHWAB STRATEGIC TR

APPLE INC

ZynergyRetirementPlanningLLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR	57117	39121718	CORE S&P500 ETF
SCHWAB STRATEGIC TR	1251547	29248653	US AGGREGATE B
SCHWAB STRATEGIC TR	940599	22612000	INTL EQTY ETF
SCHWAB STRATEGIC TR	582311	16584217	US SML CAP ETF
SCHWAB STRATEGIC TR	751590	15700715	US REIT ETF
SCHWAB STRATEGIC TR	483964	11794203	SHT TM US TRES
SCHWAB STRATEGIC TR	424093	11234224	US TIPS ETF
SCHWAB STRATEGIC TR	118623	3884903	EMRG MKTEQ ETF
SCHWAB STRATEGIC TR	101806	3014476	US LCAP VA ETF
APPLE INC	5346	1453364	COM
SCHWAB STRATEGIC TR	21776	991461	INTL SCEQT ETF
INVESCO QQQ TR	1443	886449	UNIT SER 1
NVIDIA CORPORATION	4449	829739	COM
VANGUARD WORLD FD	4919	656637	FINANCIALS ETF
SCHWAB STRATEGIC TR	16727	545635	US LCAP GR ETF
HOME DEPOT INC	1555	535076	COM
VANGUARD INDEX FDS	2643	504787	VALUE ETF
VANGUARD INTL EQUITY INDEX F	6854	504180	ALLWRLD EX US
SCHWAB STRATEGIC TR	15299	419652	US DIVIDEND EQ
SPDR GOLD TR	917	363416	GOLD SHS
SCHWAB STRATEGIC TR	13781	361476	US BRD MKT ETF
VANGUARD INDEX FDS	1354	349264	SMALL CP ETF
VANGUARD WORLD FD	1452	268678	UTILITIES ETF
VANGUARD WHITEHALL FDS	1772	254317	HIGH DIV YLD
NEW JERSEY RES CORP	4457	205562	COM
ISHARES TR	940	201809	US AER DEF ETF