Zynergyretirementplanningllc - Q12026 Holdings

Zynergyretirementplanningllc holds 26 stocks with a total portfolio value of $ 165.35M as of Q12026. In Q12026, Zynergyretirementplanningllc added 0 new positions, increased stakes in 6 stocks, reduced 13 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 23.51% of the total portfolio.