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ZynergyRetirementPlanningLLC - Portfolio Stock Holdings

ZynergyRetirementPlanningLLC disclosed 26 stock positions in a recent SEC 13F filing. $184,432,144 of stock holdings were filed, with the largest holdings including IVV, SCHZ, and SCHF. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

26

Est. Stock Holding Value:

$184,432,144

Top Stock Holdings By Sector

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Portfolio Stock Holdings - ZynergyRetirementPlanningLLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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