ZynergyRetirementPlanningLLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    red bank, NJ
  • CIK
    0002031137
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

111

$141.93M
IVV, SCHZ, SCHF, SCHH
13F-HR
Jan 23, 2025
000203113725000001

111

$141.93M
IVV, SCHZ, SCHF, SCHH
13F-HR
Nov 7, 2024
000203113724000003

125

$130.62M
IVV, SCHZ, SCHF, SCHH
13F-HR
Jul 25, 2024
000203113724000001
Zynergyretirementplanningllc 13F Filings