Zynergy Retirement Planning Llc Portfolio Holdings
Zynergy Retirement Planning Llc
- $142 Billion
- Q3 2024
Zynergy Retirement Planning Llc has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 111 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 $30.4B, Schwab Us Aggregate Bond ETF with a value of $26.7B, Schwab Strategic Tr Intl Eqty with a value of $18B, Schwab Strategic U.S. Reit ETF with a value of $15.6B, and Schwab Strategic Tr Us Small C with a value of $13.7B.
Examining the 13F form we can see an increase of $11.3B in the current position value, from $131B to 142B.
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 $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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