Zynergyretirementplanningllc - Q32026 Holdings

Zynergyretirementplanningllc holds 25 stocks with a total portfolio value of $ 187.25M as of Q32026. In Q32026, Zynergyretirementplanningllc added 0 new positions, increased stakes in 8 stocks, reduced 8 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IVV), representing 23.77% of the total portfolio.