ZynergyRetirementPlanningLLC
13F Portfolio Filings
Most recent 13F
Q3 2024
Location
Red Bank, NJ
CIK
0002031137
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2024
111
141,924
IVV, SCHZ, SCHF, SCHH
13F-HR
11/7/2024
000203113724000003
Q2 2024
125
130,621
IVV, SCHZ, SCHF, SCHH
13F-HR
7/25/2024
000203113724000001