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ZynergyRetirementPlanningLLC
ZynergyRetirementPlanningLLC is an institution, managing $158.6M across 28 long positions as of Q3 2025 with 98% ETF concentration, 95% concentrated in top 10 holdings, and 24% allocation to IVV.
- Portfolio Value
- $158.6M
- Positions
- 28
- Top Holding
- IVV at 23.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ZynergyRetirementPlanningLLC's portfolio (94.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $38.0M | 23.96% | -$202.1K Sold | — 56.8K shares | |
ETF ETF | $29.3M | 18.51% | +$668.2K Bought | — 1.3M shares | |
ETF ETF | $21.8M | 13.77% | -$42.7K Sold | — 937.9K shares | |
ETF ETF | $16.1M | 10.15% | +$365.6K Bought | — 746.4K shares | |
ETF ETF | $16.0M | 10.06% | +$141.9K Bought | — 571.9K shares | |
ETF ETF | $11.6M | 7.30% | +$158.8K Bought | — 429.4K shares | |
ETF ETF | $9.3M | 5.87% | +$153.2K Bought | — 381.4K shares | |
ETF ETF | $3.9M | 2.43% | +$21.6K Bought | — 115.7K shares | |
ETF ETF | $3.0M | 1.87% | -$42.6K Sold | — 102.0K shares | |
Consumer Electronics Technology | $1.4M | 0.86% | — | 0.00% 5.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ZynergyRetirementPlanningLLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+2.33% | |
+2.32% | |
+1.67% | |
+1.39% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-7.52% | |
-3.19% | |
-3.13% | |
-1.41% | |
-1.22% |
Analytics
Portfolio insights and performance metrics for ZynergyRetirementPlanningLLC
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