ZynergyRetirementPlanningLLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$131M
Signature - Title
Michela Zacharczyk - CCO
Location
10 Route 35, 3 Rd Floor, Red Bank, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 125 $131M $0 $0 IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 7/25/2024, 12:38 PM