Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ZynergyRetirementPlanningLLC (CIK 2031137) reported $184.4M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($44.6M, 24.18%), SCHZ ($32.5M, 17.63%), SCHF ($25.7M, 13.92%), SCHA ($20.4M, 11.08%), SCHH ($19.4M, 10.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $44.6M | 24.18% | 59,539 | Added |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $32.5M | 17.63% | 1.4M | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $25.7M | 13.92% | 926,996 | Trimmed |
| 4 | SCHA | SCHWAB STRATEGIC TR | $20.4M | 11.08% | 565,809 | Trimmed |
| 5 | SCHH | SCHWAB STRATEGIC TR | $19.4M | 10.54% | 820,717 | Added |
| 6 | SCHP | SCHWAB STRATEGIC TR | $12.6M | 6.81% | 473,970 | Added |
| 7 | SCHO | SCHWAB STRATEGIC TR | $10.8M | 5.88% | 449,104 | Added |
| 8 | SCHE | SCHWAB STRATEGIC TR | $4.2M | 2.26% | 114,762 | Added |
| 9 | SCHV | SCHWAB STRATEGIC TR | $3.4M | 1.84% | 97,589 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $1.9M | 1.05% | 9,648 | Added |
| 11 | AAPL | APPLE INC | $1.4M | 0.76% | 4,874 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $1.1M | 0.57% | 1,438 | Hold |
| 13 | SCHC | SCHWAB STRATEGIC TR | $963,747 | 0.52% | 20,028 | Added |
| 14 | VFH | VANGUARD WORLD FD | $647,340 | 0.35% | 4,919 | Hold |
| 15 | VTV | VANGUARD INDEX FDS | $575,989 | 0.31% | 2,643 | Hold |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | $574,023 | 0.31% | 6,854 | Hold |
| 17 | HD | HOME DEPOT INC | $528,667 | 0.29% | 1,499 | Hold |
| 18 | SCHG | SCHWAB STRATEGIC TR | $522,625 | 0.28% | 15,444 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $436,932 | 0.24% | 13,779 | Hold |
| 20 | SCHB | SCHWAB STRATEGIC TR | $399,098 | 0.22% | 13,781 | Hold |
| 21 | VB | VANGUARD INDEX FDS | $410,424 | 0.22% | 1,354 | Hold |
| 22 | GLD | SPDR GOLD TR | $324,174 | 0.18% | 880 | Trimmed |
| 23 | VPU | VANGUARD WORLD FD | $284,200 | 0.15% | 1,452 | Hold |
| 24 | NJR | NEW JERSEY RES CORP | $254,544 | 0.14% | 4,542 | Added |
| 25 | VYM | VANGUARD WHITEHALL FDS | $266,281 | 0.14% | 1,685 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30