§ 13F · FUND PROFILE
ZynergyRetirementPlanningLLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $149.1T (13F)Positions · 25Turnover · — · Q4Filed · Jan 9, 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 · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57K | $39.1T | 24.1% | +1% |
| 2 | SCHZ | SCHWAB STRATEGIC TR | 1.25M | $29.2T | 18.0% | ±0% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 941K | $22.6T | 13.9% | ±0% |
| 4 | SCHA | SCHWAB STRATEGIC TR | 582K | $16.6T | 10.2% | +2% |
| 5 | SCHH | SCHWAB STRATEGIC TR | 752K | $15.7T | 9.7% | +1% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 484K | $11.8T | 7.3% | +27% |
| 7 | SCHP | SCHWAB STRATEGIC TR | 424K | $11.2T | 6.9% | −1% |
| 8 | SCHE | SCHWAB STRATEGIC TR | 119K | $3.9T | 2.4% | +3% |
| 9 | SCHV | SCHWAB STRATEGIC TR | 102K | $3.0T | 1.9% | ±0% |
| 10 | AAPL | APPLE INC | 5K | $1.5T | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZYNERGYRETIREMENTPLANNINGLLC SIGNAL
AC read
ZynergyRetirementPlanningLLC is a Income / Defensive fund managing $149076.9 trillion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed