Filer Name: PEAK RETIREMENT PLANNING, INC.
CIK: 2056697
Period: 2024-12-31
Filed At: 2025-02-20
Number of Holdings: 96
Portfolio Value: $0.15B

Peak Retirement Planning, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SGOV US ISHARES 0-3 MONTH TREASURY B 166,972 $17M 11.33% - -
VOO US VANGUARD S&P 500 ETF 12,718 $7M 4.63% - -
QQQ US INVESCO QQQ TRUST SERIES 1 13,297 $7M 4.57% - -
XLF US FINANCIAL SELECT SECTOR SPDR 108,968 $5M 3.56% - -
XLP US CONSUMER STAPLES SPDR 66,540 $5M 3.35% - -
XLC US COMM SERV SELECT SECTOR SPDR 51,622 $5M 3.31% - -
VNQ US VANGUARD REAL ESTATE ETF 53,129 $5M 3.20% - -
XLRE US REAL ESTATE SELECT SECT SPDR 111,891 $5M 3.09% - -
VB US VANGUARD SMALL-CAP ETF 18,836 $5M 3.06% - -
VUG US VANGUARD GROWTH ETF 9,692 $4M 2.70% - -
VBR US VANGUARD SMALL-CAP VALUE ETF 17,257 $3M 2.31% - -
VTV US VANGUARD VALUE ETF 17,869 $3M 2.04% - -
VBK US VANGUARD SMALL-CAP GRWTH ETF 10,688 $3M 2.02% - -
VOT US VANGUARD MID-CAP GROWTH ETF 10,752 $3M 1.84% - -
VOE US VANGUARD MID-CAP VALUE ETF 16,275 $3M 1.78% - -
AAPL US APPLE INC 10,476 $3M 1.77% - -
GLDM US SPDR GOLD MINISHARES TRUST 37,670 $2M 1.34% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 6,655 $2M 1.30% - -
MSFT US MICROSOFT CORP 4,466 $2M 1.28% - -
JPM US JPMORGAN CHASE & CO 13,433 $2M 1.26% - -
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