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Home > Institutional Investor > Zynergyretirementplanningllc > 13F Holdings

Instuitional Investor - Zynergyretirementplanningllc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,757 $37,987,460 23.96%
2.
Schwab Strategic Trust
 FNDF 1,250,430 $29,347,592 18.51%
3.
Schwab Strategic Trust
 FNDF 937,941 $21,835,266 13.77%
4.
Schwab Strategic Trust
 FNDF 746,401 $16,099,870 10.15%
5.
Schwab Strategic Trust
 FNDF 571,869 $15,955,145 10.06%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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