ZynergyRetirementPlanningLLC

Q4 2025 13F Holdings

Location
Red Bank, NJ
Holdings as of
12/31/2025
Value ($000)
$162,527
Num holdings
27
Date filed
1/8/2026
Form type
13F-HR
Prev filing
10/8/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type