Zynergyretirementplanningllc Top Holdings and 13F Report (2025) About ZynergyretirementplanningllcInvestment ActivityZynergyretirementplanningllc has $140.97 million in total holdings as of March 31, 2025.Zynergyretirementplanningllc owns shares of 115 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 31.83% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Zynergyretirementplanningllc has purchased 111 new stocks and bought additional shares in 17 stocks.Zynergyretirementplanningllc sold shares of 10 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,931,769Schwab U.S. Aggregate Bond ETF $26,441,074Schwab International Equity ETF $16,957,304Schwab U.S. REIT ETF $14,545,405Schwab US Small-Cap ETF $13,734,608 Largest New Holdings this Quarter 26441C204 - Duke Energy $93,949 Holding921908844 - Vanguard Dividend Appreciation ETF $66,191 Holding464288448 - iShares International Select Dividend ETF $62,317 Holding95040Q104 - Welltower $27,222 Holding084670702 - Berkshire Hathaway $22,664 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 602,579 shares (about $13.68M)Schwab International Equity ETF 478,479 shares (about $8.85M)Schwab US Small-Cap ETF 265,541 shares (about $6.87M)Schwab U.S. TIPS ETF 211,374 shares (about $5.46M)Schwab Short-Term U.S. Treasury ETF 212,705 shares (about $5.12M) Largest Sales this Quarter SPDR Bloomberg 3-12 Month T-Bill ETF 3,030 shares (about $300.42K)Vanguard Global ex-U.S. Real Estate ETF 2,707 shares (about $107.09K)SPDR Gold Shares 383 shares (about $92.74K)Schwab Emerging Markets Equity ETF 1,169 shares (about $31.13K)Vanguard FTSE All-World ex-US ETF 413 shares (about $23.71K) 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$31,931,769$936,001 ▲3.0%54,24322.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$26,441,074$13,678,544 ▲107.2%1,164,80518.8%ETFSCHFSchwab International Equity ETF$16,957,304$8,851,862 ▲109.2%916,61112.0%ETFSCHHSchwab U.S. REIT ETF$14,545,405$360,505 ▲2.5%690,66510.3%ETFSCHASchwab US Small-Cap ETF$13,734,608$6,866,890 ▲100.0%531,1149.7%ETFSCHPSchwab U.S. TIPS ETF$10,748,250$5,459,790 ▲103.2%416,1157.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$9,231,798$5,117,682 ▲124.4%383,6996.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,218,342$2,052,726 ▲176.1%123,4502.3%ETFSCHESchwab Emerging Markets Equity ETF$3,002,666$31,130 ▼-1.0%112,7552.1%ETFAAPLApple$1,338,745$153,257 ▲12.9%5,3460.9%Computer and TechnologyQQQInvesco QQQ$756,6200.0%1,4800.5%FinanceHDHome Depot$677,232$11,670 ▼-1.7%1,7410.5%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$654,806$484,520 ▲284.5%23,4950.5%ETFSCHCSchwab International Small-Cap Equity ETF$615,571$19,259 ▲3.2%17,9310.4%ETFVFHVanguard Financials ETF$601,094$6,140 ▼-1.0%5,0910.4%ETFSCHDSchwab US Dividend Equity ETF$463,238$311,667 ▲205.6%16,9560.3%ETFVTVVanguard Value ETF$456,771$3,894 ▼-0.8%2,6980.3%ETFGLDSPDR Gold Shares$418,885$92,736 ▼-18.1%1,7300.3%FinanceVEUVanguard FTSE All-World ex-US ETF$393,488$23,710 ▼-5.7%6,8540.3%ETFSCHBSchwab US Broad Market ETF$350,102$233,765 ▲200.9%15,4230.2%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$340,878$300,425 ▼-46.8%3,4380.2%ETFVBVanguard Small-Cap ETF$339,2750.0%1,4120.2%ETFJPMJPMorgan Chase & Co.$285,0150.0%1,1890.2%FinanceVYMVanguard High Dividend Yield ETF$244,4620.0%1,9160.2%ETFVPUVanguard Utilities ETF$238,4300.0%1,4590.2%ETFNJRNew Jersey Resources$200,069$1,913 ▲1.0%4,2890.1%UtilitiesVNQVanguard Real Estate ETF$179,051$6,681 ▼-3.6%2,0100.1%ETFNVDANVIDIA$170,6830.0%1,2710.1%Computer and TechnologyMETAMeta Platforms$145,7920.0%2490.1%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$140,1170.0%9640.1%ETFSPYSPDR S&P 500 ETF Trust$134,2120.0%2290.1%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$117,098$107,089 ▼-47.8%2,9600.1%ETFPNCThe PNC Financial Services Group$117,0600.0%6070.1%FinanceDUKDuke Energy$93,949$93,949 ▲New Holding8720.1%UtilitiesREITALPS Active REIT ETF$76,7100.0%2,8140.1%ETFVIGVanguard Dividend Appreciation ETF$66,191$66,191 ▲New Holding3380.0%ETFPHParker-Hannifin$63,6030.0%1000.0%IndustrialsIDViShares International Select Dividend ETF$62,317$62,317 ▲New Holding2,2760.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$57,5810.0%1,6570.0%ETFGOOGAlphabet$56,9420.0%2990.0%Computer and TechnologyFSMDFidelity Small-Mid Multifactor ETF$56,8560.0%1,3810.0%ETFCOSTCostco Wholesale$56,8090.0%620.0%Retail/WholesaleDISWalt Disney$52,6900.0%4730.0%Consumer DiscretionaryDOCUDocuSign$50,0970.0%5570.0%Computer and TechnologyIWBiShares Russell 1000 ETF$48,3240.0%1500.0%ETFXOMExxon Mobil$47,654$10,757 ▲29.2%4430.0%EnergySPROTT PHYSICAL GOLD & SILVE$47,5200.0%2,0000.0%TR UNITGOOGLAlphabet$41,6460.0%2200.0%Computer and TechnologyAMZNAmazon.com$41,2450.0%1880.0%Retail/WholesaleBBHVanEck Biotech ETF$40,8120.0%2600.0%FinanceORCLOracle$37,4940.0%2250.0%Computer and TechnologyCRMSalesforce$36,7760.0%1100.0%Computer and TechnologyTSLATesla$36,3460.0%900.0%Auto/Tires/TrucksSCZiShares MSCI EAFE Small-Cap ETF$34,0810.0%5610.0%ETFRTXRTX$31,8230.0%2750.0%AerospaceBABoeing$29,7360.0%1680.0%AerospaceWELLWelltower$27,222$27,222 ▲New Holding2160.0%FinanceNFLXNetflix$26,7400.0%300.0%Consumer DiscretionaryPKBInvesco Building & Construction ETF$25,6670.0%3390.0%ETFBACBank of America$25,0950.0%5710.0%FinanceBRK.BBerkshire Hathaway$22,664$22,664 ▲New Holding500.0%FinanceUITBVictoryShares Core Intermediate Bond ETF$22,6120.0%4920.0%ETFTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$22,4920.0%9670.0%ETFPGProcter & Gamble$20,9560.0%1250.0%Consumer StaplesTRVTravelers Companies$19,7530.0%820.0%FinanceVZVerizon Communications$19,5550.0%4890.0%Computer and TechnologyRPRXRoyalty Pharma$19,0810.0%7480.0%FinanceVTEBVanguard Tax-Exempt Bond ETF$18,8990.0%3770.0%ETFIEFAiShares Core MSCI EAFE ETF$18,6940.0%2660.0%ETFVVVValvoline$16,534$16,534 ▲New Holding4570.0%Retail/WholesaleDVYiShares Select Dividend ETF$15,8860.0%1210.0%ETFCARZFirst Trust S-Network Future Vehicles & Technology ETF$15,2760.0%2630.0%ETFCBSHCommerce Bancshares$15,079$685 ▲4.8%2420.0%FinanceCOPConocoPhillips$15,074$15,074 ▲New Holding1520.0%EnergyFDXFedEx$14,0670.0%500.0%TransportationPEGPublic Service Enterprise Group$13,5180.0%1600.0%UtilitiesCHATRoundhill Generative AI & Technology ETF$13,5140.0%3340.0%ETFRIVNRivian Automotive$13,393$13,300 ▲14,285.7%1,0070.0%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$13,1560.0%1740.0%FinanceOTISOtis Worldwide$12,9650.0%1400.0%ConstructionCOINCoinbase Global$12,4150.0%500.0%FinancePRUPrudential Financial$11,8530.0%1000.0%FinanceIJHiShares Core S&P Mid-Cap ETF$10,9040.0%1750.0%ETFMPCMarathon Petroleum$10,881$10,881 ▲New Holding780.0%EnergyAMGNAmgen$10,4260.0%400.0%MedicalCCLCarnival Co. &$10,3420.0%4150.0%Consumer DiscretionaryINTCIntel$9,9050.0%4940.0%Computer and TechnologyICLNiShares Global Clean Energy ETF$9,1380.0%8030.0%ETFTDToronto-Dominion Bank$8,7310.0%1640.0%FinanceSMURFIT WESTROCK PLC$8,3480.0%1550.0%SHSPEPPepsiCo$7,6030.0%500.0%Consumer StaplesPSXPhillips 66$7,519$7,519 ▲New Holding660.0%EnergyCSCOCisco Systems$6,2750.0%1060.0%Computer and TechnologyMMM3M$5,8090.0%450.0%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$5,3880.0%100.0%ETFIBRXImmunityBio$4,9920.0%1,9500.0%MedicalTMToyota Motor$4,2810.0%220.0%Auto/Tires/TrucksUALUnited Airlines$2,9130.0%300.0%TransportationPDTJohn Hancock Premium Dividend Fund$2,5480.0%2000.0%FinanceTAT&T$2,4140.0%1060.0%Computer and TechnologyShowing 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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