§ 13F · FUND PROFILE
ZynergyRetirementPlanningLLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $159M (13F)Positions · 28Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 60K | $39M | 23.5% | +4% |
| 2 | SCHZ | SCHWAB STRATEGIC TR | 1.33M | $31M | 18.6% | +6% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 930K | $23M | 13.9% | −1% |
| 4 | SCHH | SCHWAB STRATEGIC TR | 806K | $17M | 10.5% | +7% |
| 5 | SCHA | SCHWAB STRATEGIC TR | 572K | $17M | 10.1% | −2% |
| 6 | SCHP | SCHWAB STRATEGIC TR | 452K | $12M | 7.3% | +7% |
| 7 | SCHO | SCHWAB STRATEGIC TR | 439K | $11M | 6.4% | −9% |
| 8 | SCHE | SCHWAB STRATEGIC TR | 114K | $4M | 2.3% | −4% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 99K | $3M | 1.8% | −3% |
| 10 | NVDA | NVIDIA CORPORATION | 7K | $1M | 0.8% | +63% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZYNERGYRETIREMENTPLANNINGLLC SIGNAL
AC read
ZynergyRetirementPlanningLLC is a Income / Defensive fund managing $159 million in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed