Zynergy Retirement Planning Llc Purchases in Q3 2024

Zynergy Retirement Planning Llc

$142 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
IVV Ishares Core S&P 500 ETF ETFs	1.53K + 2.98%	$520.18 - $576.82 $794K - $880K	52.7K $30.4B
SCHZ Schwab Us Aggregate Bond ETF ETFs	18.8K + 3.45%	$45.2 - $47.87 $849K - $899K	562K $26.7B
SCHF Schwab Strategic Tr Intl Eqty ETFs	1.34K + 0.31%	$36.98 - $41.55 $49.4K - $55.6K	438K $18B
SCHO Schwab Short Term Us Treasury ETFs	21.1K + 14.1%	$47.93 - $49.06 $1.01M - $1.04M	171K $8.38B
SCHA Schwab Strategic Tr Us Small C ETFs	622 + 0.23%	$46.9 - $51.96 $29.2K - $32.3K	266K $13.7B
SCHP Schwab Strategic Us Tips ETF ETFs	8.71K + 4.44%	$51.58 - $53.79 $449K - $468K	205K $11B
GLD Spdr Gold Trust ETFs	307 + 17.0%	$215.56 - $246.98 $66.2K - $75.8K	2.11K $514M
SCHQ Schwab Strategic Tr Long Term ETFs	2.87K New	$32.17 - $35.98 $92.3K - $103K	2.87K $100M
VNQI Vanguard Global Ex U.S. Real ETFs	1.41K + 33.15%	$40.45 - $47.24 $57.1K - $66.7K	5.67K $266M
SCHC Schwab Strategic Tr Intl Small ETFs	487 + 2.88%	$34.48 - $38.87 $16.8K - $18.9K	17.4K $669M
NJR New Jersey Resources Corp Utilities	41 + 0.97%	$42.03 - $48.02 $1.72K - $1.97K	4.25K $201M
REIT Alps ETF Tr ETFs	264 + 10.35%	$25.21 - $29.42 $6.66K - $7.77K	2.81K $82.1M
DVY Ishares Tr ETFs	121 New	$119.99 - $135.74 $14.5K - $16.4K	121 $16.3M
HEFA Ishares Currency Hedged Msci E ETFs	394 + 31.2%	$32.34 - $35.85 $12.7K - $14.1K	1.66K $58.7M
FSMD Fidelity Covington Tr Small Mi ETFs	202 + 17.13%	$37.22 - $41.47 $7.52K - $8.38K	1.38K $57.2M
Tidal Tr Ii	334 New	N/A	334 $12.5M
SPY Spdr S&P 500 ETF Trust ETFs	10 + 4.57%	$517.38 - $573.86 $5.17K - $5.74K	229 $131M
Smurfit Westrock PLC	155 New	N/A	155 $7.66M

Activity Summary All Purchases 18 New Holdings 4 Increased Positions 14 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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