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CIK 0002031137 • 6 13F filings • Apr 24, 2025 – Jul 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $6K | 0.0% | 45 SH | |
| ALPHABET INC | CAP STK CL A | $42K | 0.0% | 220 SH | |
| ALPHABET INC | CAP STK CL C | $57K | 0.0% | 299 SH | |
| ALPS ETF TR | ACTIVE REIT ETF | $77K | 0.1% | 2,814 SH | |
| AMAZON COM INC | COM | $41K | 0.0% | 188 SH | |
| AMGEN INC | COM | $10K | 0.0% | 40 SH | |
| APPLE INC | COM | $1.3M | 0.9% | 5,346 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $1K | 0.0% | 21 SH | |
| AT&T INC | COM | $2K | 0.0% | 106 SH | |
| BANK AMERICA CORP | COM | $25K | 0.0% | 571 SH | |
| BECTON DICKINSON & CO | COM | $227 | 0.0% | 1 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $23K | 0.0% | 50 SH | |
| BOEING CO | COM | $30K | 0.0% | 168 SH | |
| CARNIVAL CORP | UNIT 99/99/9999 | $10K | 0.0% | 415 SH | |
| CHIMERA INVT CORP | COM SHS | $84 | 0.0% | 6 SH | |
| CHORD ENERGY CORPORATION | COM NEW | $2K | 0.0% | 13 SH | |
| CISCO SYS INC | COM | $6K | 0.0% | 106 SH | |
| COHEN & STEERS INFRASTRUCTUR | COM | $1K | 0.0% | 50 SH | |
| COINBASE GLOBAL INC | COM CL A | $12K | 0.0% | 50 SH | |
| COMCAST CORP NEW | CL A | $938 | 0.0% | 25 SH | |
| COMMERCE BANCSHARES INC | COM | $15K | 0.0% | 242 SH | |
| CONOCOPHILLIPS | COM | $15K | 0.0% | 152 SH | |
| COSTCO WHSL CORP NEW | COM | $57K | 0.0% | 62 SH | |
| DISNEY WALT CO | COM | $53K | 0.0% | 473 SH | |
| DOCUSIGN INC | COM | $50K | 0.0% | 557 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $94K | 0.1% | 872 SH | |
| EXXON MOBIL CORP | COM | $48K | 0.0% | 443 SH | |
| FEDEX CORP | COM | $14K | 0.0% | 50 SH | |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | $57K | 0.0% | 1,381 SH | |
| FIRST TR EXCHANGE TRADED FD | S NETWRK FUT VEH | $15K | 0.0% | 263 SH | |
| FLEXSHARES TR | IBOXX 5YR TRGT | $22K | 0.0% | 967 SH | |
| FORD MTR CO | COM | $10 | 0.0% | 1 SH | |
| HANCOCK JOHN PREM DIVID FD | COM SH BEN INT | $3K | 0.0% | 200 SH | |
| HOME DEPOT INC | COM | $677K | 0.5% | 1,741 SH | |
| IMMUNITYBIO INC | COM | $5K | 0.0% | 1,950 SH | |
| INTEL CORP | COM | $10K | 0.0% | 494 SH | |
| INVESCO EXCHANGE TRADED FD T | BUILDING & CONST | $26K | 0.0% | 339 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $757K | 0.5% | 1,480 SH | |
| ISHARES TR | CORE MSCI EAFE | $19K | 0.0% | 266 SH | |
| ISHARES TR | CORE S&P MCP ETF | $11K | 0.0% | 175 SH | |
| ISHARES TR | CORE S&P500 ETF | $31.9M | 22.7% | 54,243 SH | |
| ISHARES TR | EAFE SML CP ETF | $34K | 0.0% | 561 SH | |
| ISHARES TR | ESG AWRE USD ETF | $2K | 0.0% | 73 SH | |
| ISHARES TR | GL CLEAN ENE ETF | $9K | 0.0% | 803 SH | |
| ISHARES TR | HDG MSCI EAFE | $58K | 0.0% | 1,657 SH | |
| ISHARES TR | INTL SEL DIV ETF | $62K | 0.0% | 2,276 SH | |
| ISHARES TR | MSCI EAFE ETF | $13K | 0.0% | 174 SH | |
| ISHARES TR | RUS 1000 ETF | $48K | 0.0% | 150 SH | |
| ISHARES TR | SELECT DIVID ETF | $16K | 0.0% | 121 SH | |
| ISHARES TR | US AER DEF ETF | $140K | 0.1% | 964 SH | |
| JPMORGAN CHASE & CO. | COM | $285K | 0.2% | 1,189 SH | |
| MARATHON PETE CORP | COM | $11K | 0.0% | 78 SH | |
| MEDTRONIC PLC | SHS | $719 | 0.0% | 9 SH | |
| MERCK & CO INC | COM | $298 | 0.0% | 3 SH | |
| META PLATFORMS INC | CL A | $146K | 0.1% | 249 SH | |
| NETFLIX INC | COM | $27K | 0.0% | 30 SH | |
| NEW JERSEY RES CORP | COM | $200K | 0.1% | 4,289 SH | |
| NVIDIA CORPORATION | COM | $171K | 0.1% | 1,271 SH | |
| ORACLE CORP | COM | $37K | 0.0% | 225 SH | |
| OTIS WORLDWIDE CORP | COM | $13K | 0.0% | 140 SH | |
| PARKER-HANNIFIN CORP | COM | $64K | 0.0% | 100 SH | |
| PEPSICO INC | COM | $8K | 0.0% | 50 SH | |
| PFIZER INC | COM | $2K | 0.0% | 59 SH | |
| PHILLIPS 66 | COM | $8K | 0.0% | 66 SH | |
| PNC FINL SVCS GROUP INC | COM | $117K | 0.1% | 607 SH | |
| PROCTER AND GAMBLE CO | COM | $21K | 0.0% | 125 SH | |
| PRUDENTIAL FINL INC | COM | $12K | 0.0% | 100 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $14K | 0.0% | 160 SH | |
| RIVIAN AUTOMOTIVE INC | COM CL A | $13K | 0.0% | 1,007 SH | |
| ROYALTY PHARMA PLC | SHS CLASS A | $19K | 0.0% | 748 SH | |
| RTX CORPORATION | COM | $32K | 0.0% | 275 SH | |
| SALESFORCE INC | COM | $37K | 0.0% | 110 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $3.0M | 2.1% | 112,755 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $17.0M | 12.0% | 916,611 SH | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $616K | 0.4% | 17,931 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $9.2M | 6.5% | 383,699 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $26.4M | 18.8% | 1,164,805 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $350K | 0.2% | 15,423 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $463K | 0.3% | 16,956 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $655K | 0.5% | 23,495 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $3.2M | 2.3% | 123,450 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $14.5M | 10.3% | 690,665 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $13.7M | 9.7% | 531,114 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $10.7M | 7.6% | 416,115 SH | |
| SMURFIT WESTROCK PLC | SHS | $8K | 0.0% | 155 SH | |
| SOLVENTUM CORP | COM SHS | $727 | 0.0% | 11 SH | |
| SPDR GOLD TR | GOLD SHS | $419K | 0.3% | 1,730 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $134K | 0.1% | 229 SH | |
| SPDR SER TR | BLOOMBERG 3-12 M | $341K | 0.2% | 3,438 SH | |
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | $48K | 0.0% | 2,000 SH | |
| TESLA INC | COM | $36K | 0.0% | 90 SH | |
| TIDAL TR II | ROUNDHILL GENER | $14K | 0.0% | 334 SH | |
| TORONTO DOMINION BK ONT | COM NEW | $9K | 0.0% | 164 SH | |
| TOYOTA MOTOR CORP | ADS | $4K | 0.0% | 22 SH | |
| TRAVELERS COMPANIES INC | COM | $20K | 0.0% | 82 SH | |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | $2K | 0.0% | 50 SH | |
| UNITED AIRLS HLDGS INC | COM | $3K | 0.0% | 30 SH | |
| VALVOLINE INC | COM | $17K | 0.0% | 457 SH | |
| VANECK ETF TRUST | BIOTECH ETF | $41K | 0.0% | 260 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $179K | 0.1% | 2,010 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5K | 0.0% | 10 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $339K | 0.2% | 1,412 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $457K | 0.3% | 2,698 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $393K | 0.3% | 6,854 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $881 | 0.0% | 20 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $117K | 0.1% | 2,960 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $19K | 0.0% | 377 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $66K | 0.0% | 338 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $244K | 0.2% | 1,916 SH | |
| VANGUARD WORLD FD | FINANCIALS ETF | $601K | 0.4% | 5,091 SH | |
| VANGUARD WORLD FD | UTILITIES ETF | $238K | 0.2% | 1,459 SH | |
| VERIZON COMMUNICATIONS INC | COM | $20K | 0.0% | 489 SH | |
| VICTORY PORTFOLIOS II | CORE INTERMEDIAT | $23K | 0.0% | 492 SH | |
| WARNER BROS DISCOVERY INC | COM SER A | $264 | 0.0% | 25 SH | |
| WELLTOWER INC | COM | $27K | 0.0% | 216 SH |
| Q3 2025 |
| 13F-HR |
| 0002085853-25-000029 |
| $158.6M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0002031137-26-000001 | $184.4M | View |
| Sep 4, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001265 | $149.1M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000404 | $165.4M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002031137-25-000002 | $141.0M | View |