ZynergyRetirementPlanningLLC

13F Portfolio Filings

Most recent 13F
Q2 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
Q2 2024 125 130,621 IVV, SCHZ, SCHF, SCHH 13F-HR 7/25/2024 000203113724000001