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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 $165.4M. In the most recent quarter, they have increased their positions in SCHZ (+74.7K shares, valued at $1.7M), IVV (+2.4K shares, valued at $1.6M), SCHH (+54.7K shares, valued at $1.2M); decreased their positions in SCHO (-45.4K shares, valued at $1.1M), SCHA (-10.7K shares, valued at $311.7K), SCHF (-11.0K shares, valued at $272.2K).

1M P&L

+5.3M+3.06%

3M P&L

+6.5M+3.74%

HY P&L

+13.1M+7.89%

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/A161.3M

98.0%

2Semiconductors1.3M

0.8%

3Consumer Electronics1.3M

0.8%

Top Industries by Stock Count

1N/A21 stocks

84.0%

2Consumer Electronics1 stocks

4.0%

3Home Improvement Retail1 stocks

4.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR59.5K shares4.20%2026-03-312026-04-17

SCHZ SCHWAB STRATEGIC TR1.3M shares5.97%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR929.6K shares-1.17%2026-03-312026-04-17

SCHH SCHWAB STRATEGIC TR806.3K shares7.28%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR571.6K shares-1.84%2026-03-312026-04-17

SCHP SCHWAB STRATEGIC TR451.8K shares6.54%2026-03-312026-04-17

SCHO SCHWAB STRATEGIC TR438.5K shares-9.39%2026-03-312026-04-17

SCHE SCHWAB STRATEGIC TR113.6K shares-4.25%2026-03-312026-04-17

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SCHV SCHWAB STRATEGIC TR98.7K shares-3.09%2026-03-312026-04-17

NVDA NVIDIA CORPORATION7.3K shares400.62%2026-03-312026-04-17

AAPL APPLE INC5.0K shares-7.30%2026-03-312026-04-17

SCHC SCHWAB STRATEGIC TR19.0K shares-12.87%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-0.35%2026-03-312026-04-17

VFH VANGUARD WORLD FD4.9K shares0.00%2026-03-312026-04-17

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F6.9K shares0.00%2026-03-312026-04-17

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HD HOME DEPOT INC1.5K shares-3.60%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR15.3K shares-8.83%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR13.8K shares-9.94%2026-03-312026-04-17

GLD SPDR GOLD TR889 shares-3.05%2026-03-312026-04-17

VB VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR13.8K shares0.00%2026-03-312026-04-17

VPU VANGUARD WORLD FD1.5K shares0.00%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS1.7K shares-4.91%2026-03-312026-04-17

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NJR NEW JERSEY RES CORP4.5K shares1.03%2026-03-312026-04-17

ITA ISHARES TR940 shares0.00%2026-03-312026-04-17

IVV

ISHARES TR

4.20%

Shares59.5K

Event2026-03-31

Filed2026-04-17

SCHZ

SCHWAB STRATEGIC TR

5.97%

Shares1.3M

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

-1.17%

Shares929.6K

Event2026-03-31

Filed2026-04-17

SCHH

SCHWAB STRATEGIC TR

7.28%

Shares806.3K

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB STRATEGIC TR

-1.84%

Shares571.6K

Event2026-03-31

Filed2026-04-17

SCHP

SCHWAB STRATEGIC TR

6.54%

Shares451.8K

Event2026-03-31

Filed2026-04-17

SCHO

SCHWAB STRATEGIC TR

-9.39%

Shares438.5K

Event2026-03-31

Filed2026-04-17

SCHE

SCHWAB STRATEGIC TR

-4.25%

Shares113.6K

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB STRATEGIC TR

-3.09%

Shares98.7K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

400.62%

Shares7.3K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-7.30%

Shares5.0K

Event2026-03-31

Filed2026-04-17

SCHC

SCHWAB STRATEGIC TR

-12.87%

Shares19.0K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-0.35%

Shares1.4K

Event2026-03-31

Filed2026-04-17

VFH

VANGUARD WORLD FD

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

-3.60%

Shares1.5K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

-8.83%

Shares15.3K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

-9.94%

Shares13.8K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

-3.05%

Shares889

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-17

VPU

VANGUARD WORLD FD

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

-4.91%

Shares1.7K

Event2026-03-31

Filed2026-04-17

NJR

NEW JERSEY RES CORP

1.03%

Shares4.5K

Event2026-03-31

Filed2026-04-17

ITA

ISHARES TR

0.00%

Shares940

Event2026-03-31

Filed2026-04-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available