StockDriftsStockDriftsTop 25 Zynergyretirementplanningllc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.77% | 58.1K | $44.5M | -2.40%(-1.43K) | $546.40(+40.92%) | 2026-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 20.64% | 1.75M | $38.6M | +24.40%(+343.03K) | $22.90(-2.93%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 14.53% | 990.2K | $27.2M | +6.82%(+63.23K) | $19.83(+35.70%) | 2026-09-30 | |
| SCHH | SCHWAB STRATEGIC TR | 10.12% | 860.0K | $19.0M | +4.78%(+39.24K) | $20.47(+8.71%) | 2026-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 9.93% | 570.0K | $18.6M | +0.73%(+4.16K) | $24.57(+30.54%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 9.1% | 677.8K | $17.0M | +43.00%(+203.82K) | $26.13(-2.86%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.36% | 185.5K | $4.4M | -58.69%(-263.56K) | $24.21(-1.28%) | 2026-09-30 | |
| SCHE | SCHWAB STRATEGIC TR | 2.25% | 115.6K | $4.2M | +0.70%(+807) | $26.32(+35.50%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 1.73% | 97.0K | $3.2M | -0.62%(-604) | $25.85(+31.53%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 0.94% | 7.7K | $1.8M | -19.81%(-1.91K) | $170.85(+27.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.01% |
Zynergyretirementplanningllc reports $187.25M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are IVV (23.8%), SCHZ (20.6%) and SCHF (14.5%). The top 20 holdings account for 99.24% of reported assets. Its disclosed equity book has returned +22.21% cumulatively over 9 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Zynergyretirementplanningllc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031137). View Zynergyretirementplanningllc’s 13F filings on SEC