Institutional Investor · CIK 0002031137
ZYNERGYRETIREMENTPLANNINGLLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
25
Total Value
$184.20M
Total Shares
5.02M
Latest Filing
Jul 17, 2026
CIK
0002031137
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 59,539 | $44.59M | 0.0051% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,405,679 | $32.51M | 0.3018% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 926,996 | $25.68M | 0.0386% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 565,809 | $20.44M | 0.0785% | SH | — | View | |
Schwab U.S. REIT ETF(SCHH) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 820,717 | $19.43M | 0.1791% | SH | — | View |
Schwab US TIPS ETF(SCHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 473,970 | $12.56M | 0.0755% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 449,104 | $10.84M | 0.0835% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 114,762 | $4.16M | 0.0331% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 97,589 | $3.40M | 0.0209% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 9,648 | $1.93M | 0.0000% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 4,874 | $1.41M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,438 | $1.06M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 20,028 | $963.75K | 0.0181% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 4,919 | $647.34K | 0.0050% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 2,643 | $575.99K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 6,854 | $574.02K | 0.0006% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 1,499 | $528.67K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 15,444 | $522.63K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 13,779 | $436.93K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,354 | $410.42K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 13,781 | $399.10K | 0.0009% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 880 | $324.17K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 1,452 | $284.20K | 0.0026% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-17 | 1,685 | $266.28K | 0.0003% | SH | — | View | |
| Utilities | Regulated Gas | 2026-06-30 | 2026-07-17 | 4,542 | $254.54K | 0.0045% | SH | — | View |
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