The Analysis of ZynergyRetirementPlanningLLC's Holdings
Currently, ZynergyRetirementPlanningLLC holds 26 types of securities in its portfolio with a total value $162.0M. In the most recent quarter, they have increased their positions in SCHO (+102.6K shares, valued at $2.5M), SCHA (+10.4K shares, valued at $297.4K), IVV (+360 shares, valued at $246.6K); decreased their positions in SCHP (-5.3K shares, valued at $140.9K), SCHG (-848 shares, valued at $27.7K), N/A (-37 shares, valued at $22.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR57.1K shares0.63%2025-12-312026-01-09
SCHZ SCHWAB STRATEGIC TR1.3M shares0.09%2025-12-312026-01-09 SCHF SCHWAB STRATEGIC TR940.6K shares0.28%2025-12-312026-01-09 SCHA SCHWAB STRATEGIC TR582.3K shares1.83%2025-12-312026-01-09 SCHH SCHWAB STRATEGIC TR751.6K shares0.70%2025-12-312026-01-09 SCHO SCHWAB STRATEGIC TR484.0K shares26.90%2025-12-312026-01-09 SCHP SCHWAB STRATEGIC TR424.1K shares-1.24%2025-12-312026-01-09 SCHE SCHWAB STRATEGIC TR118.6K shares2.55%2025-12-312026-01-09 SCHV SCHWAB STRATEGIC TR101.8K shares-0.22%2025-12-312026-01-09 AAPL APPLE INC5.3K shares0.00%2025-12-312026-01-09 SCHC SCHWAB STRATEGIC TR21.8K shares6.17%2025-12-312026-01-09 VFH VANGUARD WORLD FD4.9K shares0.00%2025-12-312026-01-09 SCHG SCHWAB STRATEGIC TR16.7K shares-4.83%2025-12-312026-01-09 HD HOME DEPOT INC1.6K shares-3.18%2025-12-312026-01-09 VTV VANGUARD INDEX FDS2.6K shares0.00%2025-12-312026-01-09 VEU VANGUARD INTL EQUITY INDEX F6.9K shares0.00%2025-12-312026-01-09 SCHD SCHWAB STRATEGIC TR15.3K shares1.39%2025-12-312026-01-09 GLD SPDR GOLD TR917 shares-4.58%2025-12-312026-01-09 SCHB SCHWAB STRATEGIC TR13.8K shares-0.63%2025-12-312026-01-09 VB VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-09 NVDA NVIDIA CORPORATION1.4K shares5.31%2025-12-312026-01-09 VPU VANGUARD WORLD FD1.5K shares0.00%2025-12-312026-01-09 VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2025-12-312026-01-09 NJR NEW JERSEY RES CORP4.5K shares0.97%2025-12-312026-01-09 ITA ISHARES TR940 shares-2.49%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
NVDA Put PutNVIDIA CORPORATION3.0K sharesnew addition2025-12-312026-01-09