ZynergyRetirementPlanningLLC
Q1 2025 13F Holdings
- Locationred bank, NJ
- Num holdings
115
- Value ($000)
$140,971
- Date Filed04/24/2025
- Form type13F-HR
- CIK0002031137
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $31.93M | 23 % | 54,243 | ||
SCHZ SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $26.44M | 19 % | 1,164,805 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $16.96M | 12 % | 916,611 | ||
SCHH SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | $14.55M | 10 % | 690,665 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $13.73M | 10 % | 531,114 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $10.75M | 8 % | 416,115 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $9.23M | 7 % | 383,699 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $3.22M | 2 % | 123,450 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $3.00M | 2 % | 112,755 | ||
AAPL APPLE INC | COM | 037833100 | $1.34M | 1 % | 5,346 |
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