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Home > Institutional Investor > Zynergyretirementplanningllc > Profile

Instuitional Investor - Zynergyretirementplanningllc

Fund Profile
Filing Period:
Fund Name: Zynergyretirementplanningllc
Portfolio Value $141,924,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,653 $30,371,303 21.39%
2.
Schwab Strategic Trust
 FNDF 562,226 $26,716,980 18.82%
3.
Schwab Strategic Trust
 FNDF 438,132 $18,015,988 12.69%
4.
Schwab Strategic Trust
 FNDF 673,547 $15,606,084 10.99%
5.
Schwab Strategic Trust
 FNDF 265,573 $13,677,010 9.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)