ZynergyRetirementPlanningLLC

Q3 2026 13F Holdings

Location
Red Bank, NJ
Holdings as of
9/30/2026
Value ($000)
$187,252
Num holdings
25
Date filed
10/8/2026
Form type
13F-HR
Prev filing
7/17/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type