ZynergyRetirementPlanningLLC - Portfolio overview

ZynergyRetirementPlanningLLC has 28 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 23.38%
2. SCHZ - SCHWAB STRATEGIC TR, 18.52%
3. SCHF - SCHWAB STRATEGIC TR, 13.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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