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Home > Institutional Investor > Zynergyretirementplanningllc > Profile

Instuitional Investor - Zynergyretirementplanningllc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Zynergyretirementplanningllc
Portfolio Value	$162,526,611

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	57,117	$39,121,718	24.07%
2.	Schwab Strategic Trust	FNDF	1,251,547	$29,248,653	18%
3.	Schwab Strategic Trust	FNDF	940,599	$22,612,000	13.91%
4.	Schwab Strategic Trust	FNDF	582,311	$16,584,217	10.2%
5.	Schwab Strategic Trust	FNDF	751,590	$15,700,715	9.66%