Instuitional Investor - Zynergyretirementplanningllc

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 59,539 $44,588,162 24.18%
2. SCHD 1,405,679 $32,513,355 17.63%
3. SCHD 926,996 $25,677,789 13.92%
4. SCHD 565,809 $20,442,679 11.08%
5. SCHD 820,717 $19,434,579 10.54%