Zynergyretirementplanningllc Top Holdings and 13F Report (2025) About ZynergyretirementplanningllcInvestment ActivityZynergyretirementplanningllc has $158.56 million in total holdings as of September 30, 2025.Zynergyretirementplanningllc owns shares of 28 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.55% of the portfolio was purchased this quarter.About 0.22% of the portfolio was sold this quarter.This quarter, Zynergyretirementplanningllc has purchased 25 new stocks and bought additional shares in 9 stocks.Zynergyretirementplanningllc sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $37,987,460Schwab U.S. Aggregate Bond ETF $29,347,592Schwab International Equity ETF $21,835,266Schwab U.S. REIT ETF $16,099,870Schwab US Small-Cap ETF $15,955,145 Largest New Holdings this Quarter 550021109 - lululemon athletica $533,790 Holding646025106 - NewJersey Resources $212,514 Holding464288760 - iShares U.S. Aerospace & Defense ETF $201,727 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 28,472 shares (about $668.24K)lululemon athletica 3,000 shares (about $533.79K)Schwab U.S. REIT ETF 16,948 shares (about $365.57K)NewJersey Resources 4,414 shares (about $212.51K)iShares U.S. Aerospace & Defense ETF 964 shares (about $201.73K) Largest Sales this Quarter iShares Core S&P 500 ETF 302 shares (about $202.13K)Schwab International Equity ETF 1,833 shares (about $42.67K)Schwab U.S. Large-Cap Value ETF 1,464 shares (about $42.62K)Home Depot 53 shares (about $21.48K)Vanguard High Dividend Yield ETF 144 shares (about $20.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofZynergyretirementplanningllc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$37,987,460$202,129 ▼-0.5%56,75724.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$29,347,592$668,238 ▲2.3%1,250,43018.5%ETFSCHFSchwab International Equity ETF$21,835,266$42,672 ▼-0.2%937,94113.8%ETFSCHHSchwab U.S. REIT ETF$16,099,870$365,568 ▲2.3%746,40110.2%ETFSCHASchwab US Small-Cap ETF$15,955,145$141,899 ▲0.9%571,86910.1%ETFSCHPSchwab U.S. TIPS ETF$11,572,626$158,762 ▲1.4%429,4117.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$9,305,257$153,183 ▲1.7%381,3635.9%ETFSCHESchwab Emerging Markets Equity ETF$3,859,841$21,590 ▲0.6%115,6682.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,970,035$42,617 ▼-1.4%102,0281.9%ETFAAPLApple$1,361,2520.0%5,3460.9%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$933,410$7,555 ▲0.8%20,5100.6%ETFQQQInvesco QQQ$888,5480.0%1,4800.6%FinanceHDHome Depot$650,735$21,475 ▼-3.2%1,6060.4%Retail/WholesaleVFHVanguard Financials ETF$645,570$4,200 ▼-0.6%4,9190.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$560,818$2,840 ▼-0.5%17,5750.4%ETFLULUlululemon athletica$533,790$533,790 ▲New Holding3,0000.3%Consumer DiscretionaryVTVVanguard Value ETF$492,8930.0%2,6430.3%ETFVEUVanguard FTSE All-World ex-US ETF$489,1700.0%6,8540.3%ETFJPMJPMorgan Chase & Co.$416,6830.0%1,3210.3%FinanceSCHDSchwab US Dividend Equity ETF$411,957$5,105 ▼-1.2%15,0900.3%ETFSCHBSchwab US Broad Market ETF$356,546$206 ▲0.1%13,8680.2%ETFVBVanguard Small-Cap ETF$344,2950.0%1,3540.2%ETFGLDSPDR Gold Shares$341,607$11,020 ▼-3.1%9610.2%FinanceVPUVanguard Utilities ETF$275,0230.0%1,4520.2%ETFNVDANVIDIA$256,734$187 ▲0.1%1,3760.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$249,763$20,297 ▼-7.5%1,7720.2%ETFNJRNewJersey Resources$212,514$212,514 ▲New Holding4,4140.1%UtilitiesITAiShares U.S. Aerospace & Defense ETF$201,727$201,727 ▲New Holding9640.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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