JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Q4 2025 13F-HR Holdings

Location
Ammon, ID
Holdings as of
12/31/2025
Value ($000)
$487,092,142
Num holdings
248
Date filed
4/29/2026
Form type
13F-HR
Prev filing
Next filing
5/15/2026
SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type