ZynergyRetirementPlanningLLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationred bank, NJ
- CIK0002031137
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
25 | $149.08M | IVV, SCHZ, SCHF, SCHH | 13F-HR | Sep 4, 2025 | 000166773125001265 | ||
115 | $140.97M | IVV, SCHZ, SCHF, SCHH | 13F-HR | Apr 24, 2025 | 000203113725000002 | ||
111 | $141.93M | IVV, SCHZ, SCHF, SCHH | 13F-HR | Jan 23, 2025 | 000203113725000001 | ||
111 | $141.93M | IVV, SCHZ, SCHF, SCHH | 13F-HR | Nov 7, 2024 | 000203113724000003 | ||
125 | $130.62M | IVV, SCHZ, SCHF, SCHH | 13F-HR | Jul 25, 2024 | 000203113724000001 |