ZynergyRetirementPlanningLLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$142M
Signature - Title
Michela Zacharcyzk - 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 111 stock holdings with total value $142M as of Q3 2024. Top holdings included IVV, SCHZ, SCHF, SCHH, and SCHA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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