Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ZynergyRetirementPlanningLLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: ZynergyRetirementPlanningLLC 13F Holdings (2026-03-31)
Creator: ko.io

ZynergyRetirementPlanningLLC (CIK 2031137) reported $165.4M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($38.9M, 23.51%), SCHZ ($30.8M, 18.62%), SCHF ($23.0M, 13.91%), SCHH ($17.3M, 10.48%), SCHA ($16.6M, 10.05%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IVV	ISHARES TR	$38.9M	23.51%	59,518	Added
2	SCHZ	SCHWAB STRATEGIC TR	$30.8M	18.62%	1.3M	Added
3	SCHF	SCHWAB STRATEGIC TR	$23.0M	13.91%	929,601	Trimmed
4	SCHH	SCHWAB STRATEGIC TR	$17.3M	10.48%	806,322	Added
5	SCHA	SCHWAB STRATEGIC TR	$16.6M	10.05%	571,593	Trimmed
6	SCHP	SCHWAB STRATEGIC TR	$12.0M	7.27%	451,841	Added
7	SCHO	SCHWAB STRATEGIC TR	$10.6M	6.44%	438,538	Trimmed
8	SCHE	SCHWAB STRATEGIC TR	$3.7M	2.26%	113,577	Trimmed
9	SCHV	SCHWAB STRATEGIC TR	$3.0M	1.82%	98,664	Trimmed
10	NVDA	NVIDIA CORPORATION	$1.3M	0.77%	7,254	Added
11	AAPL	APPLE INC	$1.3M	0.76%	4,956	Trimmed
12	SCHC	SCHWAB STRATEGIC TR	$886,845	0.54%	18,974	Trimmed
13	QQQ	INVESCO QQQ TR	$829,985	0.50%	1,438	Trimmed
14	VFH	VANGUARD WORLD FD	$594,264	0.36%	4,919	Hold
15	VTV	VANGUARD INDEX FDS	$518,557	0.31%	2,643	Hold
16	VEU	VANGUARD INTL EQUITY INDEX F	$514,735	0.31%	6,854	Hold
17	HD	HOME DEPOT INC	$493,006	0.30%	1,499	Trimmed
18	SCHG	SCHWAB STRATEGIC TR	$444,233	0.27%	15,250	Trimmed
19	SCHD	SCHWAB STRATEGIC TR	$422,740	0.26%	13,779	Trimmed
20	GLD	SPDR GOLD TR	$382,528	0.23%	889	Trimmed
21	SCHB	SCHWAB STRATEGIC TR	$345,903	0.21%	13,781	Hold
22	VB	VANGUARD INDEX FDS	$354,640	0.21%	1,354	Hold
23	VPU	VANGUARD WORLD FD	$287,699	0.17%	1,452	Hold
24	NJR	NEW JERSEY RES CORP	$247,321	0.15%	4,503	Added
25	VYM	VANGUARD WHITEHALL FDS	$249,549	0.15%	1,685	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31