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Disclosed positions
ZynergyRetirementPlanningLLC: source evidence dated 2026-07-18T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $44,588,162
- Reported amount
- 59,539
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002031137-26-000001Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $44,588,162 | 59,539 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $32,513,355 | 1,405,679 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $25,677,789 | 926,996 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $20,442,679 | 565,809 | SH | None |
| SCHWAB STRATEGIC TR | SCHH | US REIT ETF | $19,434,579 | 820,717 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $12,560,205 | 473,970 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $10,841,371 | 449,104 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $4,161,270 | 114,762 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $3,397,073 | 97,589 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,930,469 | 9,648 | SH | None |
| APPLE INC | AAPL | COM | $1,410,341 | 4,874 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,058,943 | 1,438 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $963,747 | 20,028 | SH | None |
| VANGUARD WORLD FD | VFH | FINANCIALS ETF | $647,340 | 4,919 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $575,989 | 2,643 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $574,023 | 6,854 | SH | None |
| HOME DEPOT INC | HD | COM | $528,667 | 1,499 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $522,625 | 15,444 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $436,932 | 13,779 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $410,424 | 1,354 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $399,098 | 13,781 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $324,174 | 880 | SH | None |
| VANGUARD WORLD FD | VPU | UTILITIES ETF | $284,200 | 1,452 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $266,281 | 1,685 | SH | None |
| NEW JERSEY RES CORP | NJR | COM | $254,544 | 4,542 | SH | None |
| ISHARES TR | ITA | US AER DEF ETF | $227,875 | 940 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.