SEC Form 13F

ZynergyRetirementPlanningLLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$184,432,155
Positions26

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$44,588,16259,539
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$32,513,3551,405,679
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$25,677,789926,996
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$20,442,679565,809
SCHWAB STRATEGIC TRSCHHUS REIT ETF$19,434,579820,717
SCHWAB STRATEGIC TRSCHPUS TIPS ETF$12,560,205473,970
SCHWAB STRATEGIC TRSCHOSHT TM US TRES$10,841,371449,104
SCHWAB STRATEGIC TRSCHEEMRG MKTEQ ETF$4,161,270114,762
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$3,397,07397,589
NVIDIA CORPORATIONNVDACOM$1,930,4699,648

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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