account_balance

Investment manager · 13F filer · SEC CIK 2031137

ZynergyRetirementPlanningLLC

Reported value$187Mas of Sep 30, 2026
Positions25 0 new, 1 sold out
Top 10 weight95.4%IVV alone is 24%
FiledOct 88 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 23.8% Trimmed −2%
SCHZ Schwab Strategic Tr 20.6% Added +24%
SCHF Schwab Strategic Tr 14.5% Added +7%
SCHH Schwab Strategic Tr 10.1% Added +5%
SCHA Schwab Strategic Tr 9.9% Held
SCHP Schwab Strategic Tr 9.1% Added +43%
SCHO Schwab Strategic Tr 2.4% Trimmed −59%
SCHE Schwab Strategic Tr 2.2% Held
SCHV Schwab Strategic Tr 1.7% Held
NVDA NVIDIA Corp 0.9% Trimmed −20%AAPL Apple Inc. 0.8% Trimmed −4%
QQQ Invesco QQQ Tr 0.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 8, 2026, compared with the Jul 17, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • SCHP +43%
  • SCHZ +24%
  • SCHF +7%
  • SCHH +5%
arrow_downwardTrimmed
  • SCHO −59%
  • NVDA −20%
  • AAPL −4%
  • SCHG −3%
remove_circleSold out
  • ITA $228K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist