StockDriftsStockDriftsTop 26 Zynergyretirementplanningllc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.51% | 59.5K | $38.9M | +4.20%(+2.40K) | $546.35(+33.06%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 18.62% | 1.33M | $30.8M | +5.97%(+74.72K) | $22.96(+0.56%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 13.91% | 929.6K | $23.0M | -1.17%(-11.00K) | $19.30(+38.07%) | 2026-03-31 | |
| SCHH | SCHWAB STRATEGIC TR | 10.48% | 806.3K | $17.3M | +7.28%(+54.73K) | $20.32(+14.73%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 10.05% | 571.6K | $16.6M | -1.84%(-10.72K) | $24.50(+35.33%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 7.27% | 451.8K | $12.0M | +6.54%(+27.75K) | $26.25(+2.03%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 6.44% | 438.5K | $10.6M | -9.39%(-45.43K) | $24.21(-0.21%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 2.26% | 113.6K | $3.7M | -4.25%(-5.05K) | $26.17(+37.55%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 1.82% | 98.7K | $3.0M | -3.09%(-3.14K) | $25.85(+25.92%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.77% | 7.3K | $1.3M | +400.62%(+5.80K) | $166.96(+17.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.50% | +20.79% |
| Top 20 Holdings Unweighted | +8.25% | +26.86% |
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