Zynergy Retirement Planning Llc Purchases in Q2 2024

Zynergy Retirement Planning Llc

  • $131 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
51.1K
New
$497.53 - $549.64 $25.4M - $28.1M
51.1K $28B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
543K
New
$44.66 - $45.99 $24.3M - $25M
543K $24.8B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
437K
New
$37.19 - $39.82 $16.2M - $17.4M
437K $16.8B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
678K
New
$18.53 - $20.2 $12.6M - $13.7M
678K $13.5B
SCHA
Schwab Strategic Tr Us Small C

ETFs
265K
New
$45.24 - $49.04 $12M - $13M
265K $12.6B
SCHP
Schwab Strategic Us Tips ETF

ETFs
196K
New
$51.1 - $52.24 $10M - $10.2M
196K $10.2B
SCHO
Schwab Short Term Us Treasury

ETFs
150K
New
$47.75 - $48.13 $7.16M - $7.21M
150K $7.21B
SCHV
Schwab Strategic Tr Us Large C

ETFs
48.8K
New
$71.74 - $75.86 $3.5M - $3.71M
48.8K $3.62B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
115K
New
$24.67 - $27.2 $2.83M - $3.12M
115K $3.05B
AAPL
Apple Inc.

Technology
4.83K
New
$165.0 - $216.67 $798K - $1.05M
4.83K $1.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.48K
New
$414.65 - $485.21 $614K - $718K
1.48K $709M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.66K
New
$87.04 - $101.61 $580K - $677K
6.66K $671M
HD
Home Depot, Inc.

Consumer Cyclical
1.83K
New
$325.1 - $368.03 $593K - $672K
1.83K $628M
SCHC
Schwab Strategic Tr Intl Small

ETFs
16.9K
New
$34.12 - $36.71 $576K - $620K
16.9K $601M
VFH
Vanguard Financial ETF

ETFs
5.19K
New
$95.9 - $103.0 $497K - $534K
5.19K $518M
VTV
Vanguard Value ETF

ETFs
2.74K
New
$154.57 - $163.65 $424K - $449K
2.74K $440M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.55K
New
$75.81 - $80.15 $421K - $445K
5.55K $431M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.27K
New
$56.22 - $60.47 $409K - $439K
7.27K $426M
GLD
Spdr Gold Trust

ETFs
1.81K
New
$207.82 - $224.56 $375K - $406K
1.81K $388M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.18K
New
$57.57 - $63.3 $298K - $328K
5.18K $326M
VB
Vanguard Small Cap ETF

ETFs
1.43K
New
$210.76 - $226.94 $301K - $324K
1.43K $311M
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
New
$180.08 - $204.79 $232K - $264K
1.29K $261M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.92K
New
$114.71 - $121.51 $220K - $233K
1.92K $227M
VPU
Vanguard Utilities ETF

ETFs
1.46K
New
$136.04 - $157.94 $198K - $230K
1.46K $216M
NJR
New Jersey Resources Corp

Utilities
4.21K
New
$41.28 - $44.85 $174K - $189K
4.21K $180M
VNQ
Vanguard Specialized Funds Van

ETFs
2.09K
New
$78.61 - $85.97 $164K - $179K
2.09K $175M
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.26K
New
$39.75 - $43.06 $169K - $183K
4.26K $173M
NVDA
Nvidia Corp

Technology
1.27K
New
$118.11 - $1224.4 $150K - $1.56M
1.27K $157M
ITA
Ishares Tr

ETFs
964
New
$127.05 - $137.39 $122K - $132K
964 $127M
META
Meta Platforms, Inc.

Communication Services
249
New
$430.17 - $527.34 $107K - $131K
249 $126M
SPY
Spdr S&P 500 ETF Trust

ETFs
219
New
$495.16 - $548.49 $108K - $120K
219 $119M
PNC
Pnc Financial Services Group, Inc.

Financial Services
607
New
$146.54 - $161.4 $88.9K - $98K
607 $94.4M
REIT
Alps ETF Tr

ETFs
2.55K
New
$23.65 - $25.67 $60.3K - $65.5K
2.55K $64.8M
GOOG
Alphabet Inc.

Communication Services
299
New
$151.94 - $186.86 $45.4K - $55.9K
299 $54.8M
COST
Costco Wholesale Corp

Consumer Defensive
62
New
$704.88 - $870.75 $43.7K - $54K
62 $52.7M
PH
Parker Hannifin Corp

Industrials
100
New
$502.63 - $566.67 $50.3K - $56.7K
100 $50.6M
XOM
Exxon Mobil Corp

Energy
423
New
$108.36 - $122.2 $45.8K - $51.7K
423 $48.7M
DIS
Walt Disney CO

Communication Services
473
New
$99.29 - $122.82 $47K - $58.1K
473 $47M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.26K
New
$33.83 - $35.94 $42.7K - $45.4K
1.26K $44.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
150
New
$272.21 - $298.72 $40.8K - $44.8K
150 $44.6M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.18K
New
$36.08 - $38.91 $42.5K - $45.9K
1.18K $44.4M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2K
New
$20.52 - $23.43 $41K - $46.9K
2K $44.1M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
260
New
$151.99 - $172.48 $39.5K - $44.8K
260 $43.8M
PG
Procter & Gamble CO

Consumer Defensive
262
New
$155.33 - $168.56 $40.7K - $44.2K
262 $43.2M
GOOGL
Alphabet Inc.

Communication Services
220
New
$150.53 - $185.41 $33.1K - $40.8K
220 $40.1M
VZ
Verizon Communications Inc

Communication Services
951
New
$38.6 - $42.84 $36.7K - $40.7K
951 $39.2M
AMZN
Amazon Com Inc

Consumer Cyclical
188
New
$173.67 - $197.85 $32.6K - $37.2K
188 $36.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
561
New
$60.46 - $64.81 $33.9K - $36.4K
561 $34.6M
BA
Boeing CO

Industrials
188
New
$164.33 - $191.42 $30.9K - $36K
188 $34.2M
Activity Summary
Buys All Purchases 125 New Holdings 125 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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