The Analysis of ZynergyRetirementPlanningLLC's Holdings
Currently, ZynergyRetirementPlanningLLC holds 28 types of securities in its portfolio with a total value $158.6M. In the most recent quarter, they have increased their positions in SCHZ (+28.5K shares, valued at $668.2K), LULU (+3.0K shares, valued at $533.8K), SCHH (+16.9K shares, valued at $365.6K); decreased their positions in IVV (-302 shares, valued at $202.1K), SCHF (-1.8K shares, valued at $42.7K), SCHV (-1.5K shares, valued at $42.6K); initiated new positions in LULU (+3.0K shares, valued at $533.8K), NJR (+4.4K shares, valued at $212.5K), ITA (+964 shares, valued at $201.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR56.8K shares-0.53%2025-09-302025-10-08
SCHZ SCHWAB STRATEGIC TR1.3M shares2.33%2025-09-302025-10-08 SCHF SCHWAB STRATEGIC TR937.9K shares-0.20%2025-09-302025-10-08 SCHH SCHWAB STRATEGIC TR746.4K shares2.32%2025-09-302025-10-08 SCHA SCHWAB STRATEGIC TR571.9K shares0.90%2025-09-302025-10-08 SCHP SCHWAB STRATEGIC TR429.4K shares1.39%2025-09-302025-10-08 SCHO SCHWAB STRATEGIC TR381.4K shares1.67%2025-09-302025-10-08 SCHE SCHWAB STRATEGIC TR115.7K shares0.56%2025-09-302025-10-08 SCHV SCHWAB STRATEGIC TR102.0K shares-1.41%2025-09-302025-10-08 AAPL APPLE INC5.3K shares0.00%2025-09-302025-10-08 SCHC SCHWAB STRATEGIC TR20.5K shares0.82%2025-09-302025-10-08 QQQ INVESCO QQQ TR1.5K shares0.00%2025-09-302025-10-08 HD HOME DEPOT INC1.6K shares-3.19%2025-09-302025-10-08 VFH VANGUARD WORLD FD4.9K shares-0.65%2025-09-302025-10-08 SCHG SCHWAB STRATEGIC TR17.6K shares-0.50%2025-09-302025-10-08 LULU LULULEMON ATHLETICA INC3.0K sharesnew addition2025-09-302025-10-08 VTV VANGUARD INDEX FDS2.6K shares0.00%2025-09-302025-10-08 VEU VANGUARD INTL EQUITY INDEX F6.9K shares0.00%2025-09-302025-10-08 JPM JPMORGAN CHASE & CO.1.3K shares0.00%2025-09-302025-10-08 SCHD SCHWAB STRATEGIC TR15.1K shares-1.22%2025-09-302025-10-08 SCHB SCHWAB STRATEGIC TR13.9K shares0.06%2025-09-302025-10-08 VB VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-08 GLD SPDR GOLD TR961 shares-3.13%2025-09-302025-10-08 VPU VANGUARD WORLD FD1.5K shares0.00%2025-09-302025-10-08 NVDA NVIDIA CORPORATION1.4K shares0.07%2025-09-302025-10-08 VYM VANGUARD WHITEHALL FDS1.8K shares-7.52%2025-09-302025-10-08 NJR NEW JERSEY RES CORP4.4K sharesnew addition2025-09-302025-10-08 ITA ISHARES TR964 sharesnew addition2025-09-302025-10-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available