§ 13F · FUND PROFILE
ZynergyRetirementPlanningLLC.
AUM · $184M (13F)Positions · 26Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $45M | 24.2% | ±0% |
| 2 | SCHZ | SCHWAB STRATEGIC TR | 1.41M | $33M | 17.6% | +6% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 927K | $26M | 13.9% | ±0% |
| 4 | SCHA | SCHWAB STRATEGIC TR | 566K | $20M | 11.1% | −1% |
| 5 | SCHH | SCHWAB STRATEGIC TR | 821K | $19M | 10.5% | +2% |
| 6 | SCHP | SCHWAB STRATEGIC TR | 474K | $13M | 6.8% | +5% |
| 7 | SCHO | SCHWAB STRATEGIC TR | 449K | $11M | 5.9% | +2% |
| 8 | SCHE | SCHWAB STRATEGIC TR | 115K | $4M | 2.3% | +1% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 98K | $3M | 1.8% | −1% |
| 10 | NVDA | NVIDIA CORPORATION | 10K | $2M | 1.0% | +33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZYNERGYRETIREMENTPLANNINGLLC SIGNAL
AC read
ZynergyRetirementPlanningLLC is a Income / Defensive fund managing $184 million in assets. The fund runs a focused portfolio of just 26 positions.
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