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Peak Retirement Planning, Inc.13F | |
Peak Retirement Planning, Inc. | |
Last update 2025-02-20 | 96 Stocks (0 new) |
Value $148.00 Mil | Turnover 0 % |
Peak Retirement Planning, Inc.... Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 166,972 | 16,771.1 | 0% | 11.330 | 0% | 0.050 | +1.06% | +2.39% | 51,425.9 | ||
VOO | Vanguard S&P 500 ETF | 12,718 | 6,852.9 | 0% | 4.630 | 0% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
QQQ | INVESCO QQQ Trust | 13,297 | 6,760.8 | 0% | 4.570 | 0% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
XLF | Financial Select Sector SPDR | 108,968 | 5,266.8 | 0% | 3.560 | 0% | 0.010 | +11.66% | +10.65% | 52,128.0 | ||
XLP | Consumer Staples Select Sector SPDR | 66,540 | 4,954.7 | 0% | 3.350 | 0% | 0.030 | +0.54% | +5.13% | 15,939.9 | ||
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 51,622 | 4,900.9 | 0% | 3.310 | 0% | 0.020 | +18.26% | +12.63% | 24,157.2 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 53,129 | 4,732.7 | 0% | 3.200 | 0% | 0.010 | +7.03% | +5.41% | 34,182.3 | ||
XLRE |
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
| 111,891 | 4,579.2 | 0% | 3.090 | 0% | 0.070 | +6.84% | +6.99% | 7,775.1 | ||
VB | Vanguard Small Cap ETF | 18,836 | 4,527.4 | 0% | 3.060 | 0% | 0.010 | +17.97% | +3.73% | 62,181.4 | ||
VUG | Vanguard Growth ETF | 9,692 | 3,988.2 | 0% | 2.700 | 0% | 0.000 | +25.10% | +10.01% | 165,393.5 |
Peak Retirement Planning, Inc.'s Historical Top Holdings Breakdowns
Peak Retirement Planning, Inc. Total Holding History ($B)
Peak Retirement Planning, Inc.'s Asset Allocation
Peak Retirement Planning, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Peak Retirement Planning, Inc.'s Hypothetical Growth since 2024-12-31
Peak Retirement Planning, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Peak Retirement Planning, Inc.'s Holdings Heat Map
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