Zynergy Retirement Planning Llc Portfolio Holdings

Zynergy Retirement Planning Llc

  • $149 Billion
  • Q2 2025

Zynergy Retirement Planning Llc has filed its 13F form on September 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $35.4B, Schwab Us Aggregate Bond ETF with a value of $28.4B, Schwab Strategic Tr Intl Eqty with a value of $20.8B, Schwab Strategic U.S. Reit ETF with a value of $15.4B, and Schwab Strategic Tr Us Small C with a value of $14.3B.

Examining the 13F form we can see an increase of $8.11B in the current position value, from $141B to 149B.

Zynergy Retirement Planning Llc is based out at Red Bank, NJ

Below you can find more details about Zynergy Retirement Planning Llc portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
ETFs: $147 Billion
Technology: $1.31 Billion
Consumer Cyclical: $608 Million
Financial Services: $383 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $149 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q2 2025
  • Filing Date September 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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