ZynergyRetirementPlanningLLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 8, 2025
Value $
$159M
Signature - Title
Michela Zacharczyk - CCO
Location
Red Bank, NJ
Summary
This page shows a list of all the recent 13F filings made by ZynergyRetirementPlanningLLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ZynergyRetirementPlanningLLC reported 28 stock holdings with total value $159M as of Q3 2025. Top holdings included IVV, SCHZ, SCHF, SCHH, and SCHA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 28 $159M +$2.47M -$352K +$2.11M IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 10/8/2025, 01:44 PM
Q2 2025 25 $149M +$5.74M -$4.43M +$1.31M IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 9/4/2025, 11:44 AM
Q1 2025 115 $141M +$1.82M -$699K +$1.12M IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 4/24/2025, 10:09 AM
Q4 2024 111 $59.1M $0 $0 IVV, SCHH, SCHE, AAPL, QQQ 13F-HR 1/23/2025, 10:37 AM
Q3 2024 111 $142M +$3.7M -$1.27M +$2.43M IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 11/7/2024, 10:00 AM
Q2 2024 125 $131M $0 $0 IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 7/25/2024, 12:38 PM