13F Filings History of ZynergyRetirementPlanningLLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$161,967,111
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 26 stock holdings with total value $161,967,111 as of Q4 2025. Top holdings included IVV, SCHZ, SCHF, SCHA, and SCHH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $161,967,111 +$3,418,500 -$1,190,733 +$2,227,767 IVV, SCHZ, SCHF, SCHA, SCHH 13F-HR 08 Jan 2026, 17:46
Q3 2025 28 $158,556,127 +$2,465,219 -$352,355 +$2,112,864 IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 08 Oct 2025, 13:44
Q2 2025 25 $149,076,879 +$5,735,103 -$4,429,042 +$1,306,061 IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 04 Sep 2025, 11:44
Q1 2025 115 $140,932,813 +$1,819,548 -$698,616 +$1,120,932 IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 24 Apr 2025, 10:09
Q4 2024 111 $59,051,288 $0 $0 $0 IVV, SCHH, SCHE, AAPL, QQQ 13F-HR 23 Jan 2025, 10:37
Q3 2024 111 $141,924,563 +$3,695,507 -$1,269,133 +$2,426,374 IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 07 Nov 2024, 10:00
Q2 2024 125 $130,621,133 $0 $0 $0 IVV, SCHZ, SCHF, SCHH, SCHA 13F-HR 25 Jul 2024, 12:38