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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 $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 166,972 | 16,771.1 | 0% | 11.330 | 0% | 0.050 | +1.07% | +2.40% | 51,431.0 | ||
VOO | Vanguard S&P 500 ETF | 12,718 | 6,852.9 | 0% | 4.630 | 0% | 0.000 | +16.45% | +8.96% | 664,077.8 | ||
QQQ | INVESCO QQQ Trust | 13,297 | 6,760.8 | 0% | 4.570 | 0% | 0.000 | +21.03% | +10.81% | 360,250.4 | ||
XLF | Financial Select Sector SPDR | 108,968 | 5,266.8 | 0% | 3.560 | 0% | 0.010 | +10.37% | +10.58% | 52,098.6 | ||
XLP | Consumer Staples Select Sector SPDR | 66,540 | 4,954.7 | 0% | 3.350 | 0% | 0.030 | +1.07% | +4.76% | 15,883.3 | ||
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 51,622 | 4,900.9 | 0% | 3.310 | 0% | 0.020 | +16.13% | +12.81% | 24,197.3 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 53,129 | 4,732.7 | 0% | 3.200 | 0% | 0.010 | +6.27% | +5.04% | 34,063.4 | ||
XLRE |
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
| 111,891 | 4,579.2 | 0% | 3.090 | 0% | 0.070 | +6.37% | +6.84% | 7,764.2 | ||
VB | Vanguard Small Cap ETF | 18,836 | 4,527.4 | 0% | 3.060 | 0% | 0.010 | +14.26% | +2.80% | 61,621.0 | ||
VUG | Vanguard Growth ETF | 9,692 | 3,988.2 | 0% | 2.700 | 0% | 0.000 | +22.07% | +10.46% | 166,080.2 |
Peak Retirement Planning, Inc.'s Historical Top Holdings Breakdowns
Peak Retirement Planning, Inc. Total Holding History ($B)
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
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Peak Retirement Planning, Inc.'s Holdings Heat Map
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