| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 1 | Q2 2024 | 21.4% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 19.0% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 12.8% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 10.4% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 9.6% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 7.8% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 5.5% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 2.8% |
| SCHWAB STRATEGIC TR | 1 | Q2 2024 | 2.3% |
| APPLE INC | 1 | Q2 2024 | 0.8% |
View ZynergyRetirementPlanningLLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-07-25 |
View ZynergyRetirementPlanningLLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.