ZynergyRetirementPlanningLLC

Q2 2025 13F Holdings

  • Location
    red bank, NJ
  • Num holdings

    25

  • Value ($000)

    $149,077

  • Date Filed
    09/04/2025
  • Form type
    13F-HR
  • CIK
    0002031137
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$35.43M
24 %

57,059

SCHZ
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$28.40M
19 %

1,221,958

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$20.77M
14 %

939,774

SCHH
SCHH

SCHWAB STRATEGIC TR

US REIT ETF
808524847
$15.44M
10 %

729,453

SCHA
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$14.34M
10 %

566,783

SCHP
SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
808524870
$11.30M
8 %

423,520

SCHO
SCHO

SCHWAB STRATEGIC TR

SHT TM US TRES
808524862
$9.14M
6 %

375,085

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
808524706
$3.47M
2 %

115,021

SCHV
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$2.86M
2 %

103,492

AAPL
AAPL

APPLE INC

COM
037833100
$1.10M
1 %

5,346

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