PR

Peak Retirement Planning, Inc.

13F
Peak Retirement Planning, Inc.
Last update 2025-02-20 96 Stocks (0 new)
Value $148.00 Mil Turnover 0 %
Countries:
Top Holdings: SGOV(11.33%)VOO(4.63%)QQQ(4.57%)XLF(3.56%)XLP(3.35%)
Summary Stock Picks Current Portfolio
Peak Retirement Planning, Inc.... Top Holdings of 2024-12-31 View Full List
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
+1.07%
+2.40%
51,431.0
 
VOO
Vanguard S&P 500 ETF
12,718
6,852.9
0%
4.630
0%
0.000
+16.45%
+8.96%
664,077.8
 
QQQ
INVESCO QQQ Trust
13,297
6,760.8
0%
4.570
0%
0.000
+21.03%
+10.81%
360,250.4
 
XLF
Financial Select Sector SPDR
108,968
5,266.8
0%
3.560
0%
0.010
+10.37%
+10.58%
52,098.6
 
XLP
Consumer Staples Select Sector SPDR
66,540
4,954.7
0%
3.350
0%
0.030
+1.07%
+4.76%
15,883.3
 
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
51,622
4,900.9
0%
3.310
0%
0.020
+16.13%
+12.81%
24,197.3
 
VNQ
Vanguard Real Estate Index Fund ETF
53,129
4,732.7
0%
3.200
0%
0.010
+6.27%
+5.04%
34,063.4
 
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
+6.37%
+6.84%
7,764.2
 
VB
Vanguard Small Cap ETF
18,836
4,527.4
0%
3.060
0%
0.010
+14.26%
+2.80%
61,621.0
 
VUG
Vanguard Growth ETF
9,692
3,988.2
0%
2.700
0%
0.000
+22.07%
+10.46%
166,080.2
 

Peak Retirement Planning, Inc.'s Historical Top Holdings Breakdowns

Peak Retirement Planning, Inc. Total Holding History ($B)

To

Peak Retirement Planning, Inc.'s Asset Allocation

To

Peak Retirement Planning, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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 %

Peak Retirement Planning, Inc.'s Holdings Heat Map

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Peak Retirement Planning, Inc.'s Holdings Bubble Chart

Peak Retirement Planning, Inc. News

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