ZynergyRetirementPlanningLLC: 13F holdings
CIK 20311372026Q2
| Positions | 26 |
|---|---|
| Reported value | $184.4m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 59,539 | $44.6m | 24.2% |
| SCHZ SCHWAB STRATEGIC TR | 1,405,679 | $32.5m | 17.6% |
| SCHF SCHWAB STRATEGIC TR | 926,996 | $25.7m | 13.9% |
| SCHA SCHWAB STRATEGIC TR | 565,809 | $20.4m | 11.1% |
| KIM SCHWAB STRATEGIC TR | 820,717 | $19.4m | 10.5% |
| SCHP SCHWAB STRATEGIC TR | 473,970 | $12.6m | 6.8% |
| SCHO SCHWAB STRATEGIC TR | 449,104 | $10.8m | 5.9% |
| SCHE SCHWAB STRATEGIC TR | 114,762 | $4.2m | 2.3% |
| SCHV SCHWAB STRATEGIC TR | 97,589 | $3.4m | 1.8% |
| NVDA NVIDIA CORPORATION | 9,648 | $1.9m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2031137")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.