Zynergyretirementplanningllc - Q22026 Holdings

Zynergyretirementplanningllc holds 26 stocks with a total portfolio value of $ 184.43M as of Q22026. In Q22026, Zynergyretirementplanningllc added 0 new positions, increased stakes in 10 stocks, reduced 5 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 24.18% of the total portfolio.