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The Analysis of ZynergyRetirementPlanningLLC's Holdings & P&L

Currently, ZynergyRetirementPlanningLLC holds 26 types of securities in its portfolio with a total value $184.4M. In the most recent quarter, they have increased their positions in SCHZ (+79.4K shares, valued at $1.8M), SCHP (+22.1K shares, valued at $586.4K), NVDA (+2.4K shares, valued at $479.0K); decreased their positions in SCHA (-5.8K shares, valued at $209.0K), SCHF (-2.6K shares, valued at $72.2K), SCHV (-1.1K shares, valued at $37.4K).

1M P&L

-4.3M-3.10%

3M P&L

-4.3M-3.10%

HY P&L

+1.2M+0.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A135.7M

97.1%

2Semiconductors1.9M

1.4%

3Consumer Electronics1.4M

1.0%

Top Industries by Stock Count

1N/A21 stocks

84.0%

2Home Improvement Retail1 stocks

4.0%

3Consumer Electronics1 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR59.5K shares0.04%2026-06-302026-07-17

SCHZ SCHWAB STRATEGIC TR1.4M shares5.99%2026-06-302026-07-17

SCHF SCHWAB STRATEGIC TR927.0K shares-0.28%2026-06-302026-07-17

SCHA SCHWAB STRATEGIC TR565.8K shares-1.01%2026-06-302026-07-17

SCHH SCHWAB STRATEGIC TR820.7K shares1.79%2026-06-302026-07-17

SCHP SCHWAB STRATEGIC TR474.0K shares4.90%2026-06-302026-07-17

SCHO SCHWAB STRATEGIC TR449.1K shares2.41%2026-06-302026-07-17

SCHE SCHWAB STRATEGIC TR114.8K shares1.04%2026-06-302026-07-17

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SCHV SCHWAB STRATEGIC TR97.6K shares-1.09%2026-06-302026-07-17

NVDA NVIDIA CORPORATION9.6K shares33.00%2026-06-302026-07-17

AAPL APPLE INC4.9K shares-1.65%2026-06-302026-07-17

QQQ INVESCO QQQ TR1.4K shares0.00%2026-06-302026-07-17

SCHC SCHWAB STRATEGIC TR20.0K shares5.55%2026-06-302026-07-17

VFH VANGUARD WORLD FD4.9K shares0.00%2026-06-302026-07-17

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-07-17

VEU VANGUARD INTL EQUITY INDEX F6.9K shares0.00%2026-06-302026-07-17

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HD HOME DEPOT INC1.5K shares0.00%2026-06-302026-07-17

SCHG SCHWAB STRATEGIC TR15.4K shares1.27%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR13.8K shares0.00%2026-06-302026-07-17

VB VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-17

SCHB SCHWAB STRATEGIC TR13.8K shares0.00%2026-06-302026-07-17

GLD SPDR GOLD TR880 shares-1.01%2026-06-302026-07-17

VPU VANGUARD WORLD FD1.5K shares0.00%2026-06-302026-07-17

VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2026-06-302026-07-17

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NJR NEW JERSEY RES CORP4.5K shares0.87%2026-06-302026-07-17

ITA ISHARES TR940 shares0.00%2026-06-302026-07-17

ISHARES TR

0.04%

Shares59.5K

Event2026-06-30

Filed2026-07-17

SCHZ

SCHWAB STRATEGIC TR

5.99%

Shares1.4M

Event2026-06-30

Filed2026-07-17

SCHF

SCHWAB STRATEGIC TR

-0.28%

Shares927.0K

Event2026-06-30

Filed2026-07-17

SCHA

SCHWAB STRATEGIC TR

-1.01%

Shares565.8K

Event2026-06-30

Filed2026-07-17

SCHH

SCHWAB STRATEGIC TR

1.79%

Shares820.7K

Event2026-06-30

Filed2026-07-17

SCHP

SCHWAB STRATEGIC TR

4.90%

Shares474.0K

Event2026-06-30

Filed2026-07-17

SCHO

SCHWAB STRATEGIC TR

2.41%

Shares449.1K

Event2026-06-30

Filed2026-07-17

SCHE

SCHWAB STRATEGIC TR

1.04%

Shares114.8K

Event2026-06-30

Filed2026-07-17

SCHV

SCHWAB STRATEGIC TR

-1.09%

Shares97.6K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

33.00%

Shares9.6K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

-1.65%

Shares4.9K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

SCHC

SCHWAB STRATEGIC TR

5.55%

Shares20.0K

Event2026-06-30

Filed2026-07-17

VFH

VANGUARD WORLD FD

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-17

VTV

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB STRATEGIC TR

1.27%

Shares15.4K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-17

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-17

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD TR

-1.01%

Shares880

Event2026-06-30

Filed2026-07-17

VPU

VANGUARD WORLD FD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-17

NJR

NEW JERSEY RES CORP

0.87%

Shares4.5K

Event2026-06-30

Filed2026-07-17

ITA

ISHARES TR

0.00%

Shares940

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available