Zynergyretirementplanningllc - Q42025 Holdings

Zynergyretirementplanningllc holds 26 stocks with a total portfolio value of $ 162.53M as of Q42025. In Q42025, Zynergyretirementplanningllc added 0 new positions, increased stakes in 11 stocks, reduced 8 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (IVV), representing 24.07% of the total portfolio.