Zynergy Retirement Planning Llc Portfolio Holdings
Zynergy Retirement Planning Llc
- $131 Billion
- Q2 2024
Zynergy Retirement Planning Llc has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28B, Schwab Us Aggregate Bond ETF with a value of $24.8B, Schwab Strategic Tr Intl Eqty with a value of $16.8B, Schwab Strategic U.S. Reit ETF with a value of $13.5B, and Schwab Strategic Tr Us Small C with a value of $12.6B.
Examining the 13F form we can see an increase of $131B in the current position value.
Zynergy Retirement Planning Llc is based out at Red Bank, NJ
Below you can find more details about Zynergy Retirement Planning Llc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 125
- Current Value $131 Billion
- Filing
- Period Q2 2024
- Filing Date July 25, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 125 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks