ZynergyRetirementPlanningLLC
CIK 2031137 · Holdings on Jun 30, 2024 · First reported Jul 25, 2024
Top ten holdings
Q2 2024- IVV21.42%
- SCHZ18.96%
- SCHF12.85%
- SCHH10.37%
- SCHA9.62%
- SCHP7.81%
- SCHO5.52%
- SCHV2.77%
- SCHE2.33%
- AAPL0.78%
Share classes counted separately92.43%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $27.98M | 21.42% | 51.13K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $24.77M | 18.96% | 543.45K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $16.78M | 12.85% | 436.80K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHHSCHWAB US REIT ETFUS REIT ETF View history and evidence | $13.54M | 10.37% | 678.26K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $12.57M | 9.62% | 264.95K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $10.20M | 7.81% | 196.03K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHOSCHWAB SHORT-TERM US TREASSHT TM US TRES View history and evidence | $7.21M | 5.52% | 149.87K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $3.62M | 2.77% | 48.84K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $3.05M | 2.33% | 114.80K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $1.02M | 0.78% | 4.83K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2031137 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 25, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 130621133
}Research all 125 reported holdings.
This page includes 30 of 125 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 125 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"2031137","quarter":"2024Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"2031137","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.