ZynergyRetirementPlanningLLC
Q4 2024 13F Holdings
- Locationred bank, NJ
- Num holdings
111
- Value ($000)
$141,925
- Date Filed01/23/2025
- Form type13F-HR
- CIK0002031137
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $30.37M | 21 % | 52,653 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $26.72M | 19 % | 562,226 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $18.02M | 13 % | 438,132 | ||
SCHH SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $15.61M | 11 % | 673,547 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $13.68M | 10 % | 265,573 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $10.98M | 8 % | 204,741 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $8.38M | 6 % | 170,994 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $3.59M | 3 % | 44,711 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $3.32M | 2 % | 113,924 | ||
AAPL APPLE INC | COM | 037833100 | $1.10M | 1 % | 4,734 |
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