ZynergyRetirementPlanningLLC

Pension

CIK

2031137

Location

RED BANK, NJ

Portfolio Value

Micro $4,475,701

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,000 / 8,232 ▲ 215

Top Industry

Semiconductors 38.8%

3Y Alpha vs SPY

+0.9%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+41.1%

SPY

+39.3%

Annualised alpha

+0.9%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

28.3%

−5.7 pts

Top 5

94.5%

−0.7 pts

Top 10

100.0%

0.0 pts

HHI

2,158

Moderately concentrated−58

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	56.4%	$2,522,880	2
Unclassified	27.1%	$1,212,511	2
Consumer Cyclical	11.0%	$493,006	1
Utilities	5.5%	$247,304	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+2,805	7,254	$1,265,097
NJR	New Jersey Resources Corp	+46	4,503	$247,304
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−390	4,956	$1,257,783
HD	Home Depot, Inc.	−56	1,499	$493,006
GLD	Spdr Gold Trust	−28	889	$382,527
QQQ	Invesco Qqq Trust, Series 1	−5	1,438	$829,984
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $4,475,701 total · as of Mar 31, 2026

All sectors Consumer Cyclical Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	7,254	+2,805	$1,265,097	+52.5%	28.27%
AAPL	Apple Inc. Technology	Reduced	4,956	-390	$1,257,783	−13.5%	28.10%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,438	-5	$829,984	−6.4%	18.54%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,499	-56	$493,006	−7.9%	11.02%
GLD	Spdr Gold Trust	Reduced	889	-28	$382,527	+5.3%	8.55%
NJR	New Jersey Resources Corp Utilities	Added	4,503	+46	$247,304	+20.3%	5.53%