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Peak Retirement Planning

Latest statistics and disclosures from Peak Retirement Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056697

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Positions held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Peak Retirement Planning

Peak Retirement Planning holds 96 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)	11.3	$17M	167k	100.44	View chart
Vanguard S&P 500 Exchange Traded Fund (VOO)	4.6	$6.9M	13k	538.83	View chart
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)	4.6	$6.8M	13k	508.45	View chart
SPDR Select Sector Fund - Financial Exchange Traded Fund (XLF)	3.6	$5.3M	109k	48.33	View chart
SPDR Select Sector Fund - Consumer Staples Exchange Traded Fund (XLP)	3.3	$5.0M	67k	74.46	View chart
Communication Services Select Sector SPDR Fund Exchange Traded Fund (XLC)	3.3	$4.9M	52k	94.94	View chart
Vanguard Real Estate Exchange Traded Fund (VNQ)	3.2	$4.7M	53k	89.08	View chart
Real Estate Select Sector SPDR Fund Exchange Traded Fund (XLRE)	3.1	$4.6M	112k	40.93	View chart
Vanguard Small-Cap Exchange Traded Fund (VB)	3.1	$4.5M	19k	240.36	View chart
Vanguard Growth Exchange Traded Fund (VUG)	2.7	$4.0M	9.7k	411.49	View chart
Vanguard Small-Cap Value Exchange Traded Fund (VBR)	2.3	$3.4M	17k	198.18	View chart
Vanguard Value Exchange Traded Fund (VTV)	2.0	$3.0M	18k	169.34	View chart
Vanguard Small-Cap Growth Exchange Traded Fund (VBK)	2.0	$3.0M	11k	280.17	View chart
Vanguard Mid-Cap Growth Exchange Traded Fund (VOT)	1.8	$2.7M	11k	253.83	View chart
Vanguard Mid-Cap Value Exchange Traded Fund (VOE)	1.8	$2.6M	16k	161.66	View chart
Apple Common Stock (AAPL)	1.8	$2.6M	11k	250.42	View chart
SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)	1.3	$2.0M	38k	52.83	View chart
Vanguard Total Stock Market Exchange Traded Fund (VTI)	1.3	$1.9M	6.7k	289.76	View chart
Microsoft Corporation Common Stock (MSFT)	1.3	$1.9M	4.5k	423.11	View chart
JP Morgan Chase & Co. Common Stock (JPM)	1.3	$1.9M	13k	138.66	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.1	$1.7M	3.7k	453.39	View chart
Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)	1.0	$1.6M	35k	44.04	View chart
Alphabet Class A Common Stock (GOOGL)	1.0	$1.5M	7.7k	189.32	View chart
Broadcom Common Stock (AVGO)	1.0	$1.4M	6.1k	231.89	View chart
NVIDIA Corporation Common Stock (NVDA)	0.9	$1.3M	9.7k	131.98	View chart
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)	0.8	$1.2M	26k	47.82	View chart
ConocoPhillips Common Stock (COP)	0.7	$1.1M	11k	98.45	View chart
T. Rowe Price Group Common Stock (TROW)	0.7	$1.1M	11k	100.78	View chart
Dick's Sporting Goods Common Stock (DKS)	0.7	$1.0M	4.5k	229.12	View chart
Neurocrine Biosciences, Inc. - Common Stock (NBIX)	0.7	$1.0M	7.6k	134.91	View chart
Option Care Health Common Stock (OPCH)	0.7	$1.0M	40k	25.59	View chart
Invesco S&P 500 Equal Weight Exchange Traded Fund (RSP)	0.7	$1.0M	3.8k	272.12	View chart
Williams-Sonoma Common Stock (WSM)	0.7	$1.0M	5.5k	184.97	View chart
Jabil Common Stock (JBL)	0.7	$979k	6.8k	144.06	View chart
Applovin Corporation Class A Common Stock (APP)	0.7	$969k	3.0k	325.07	View chart
Zoom Communications Class A Common Stock (ZM)	0.6	$961k	12k	81.63	View chart
Flex Ordinary Shares (FLEX)	0.6	$959k	24k	39.58	View chart
Avnet Common Stock (AVT)	0.6	$957k	18k	52.32	View chart
Skechers U Common Stock (SKX)	0.6	$953k	14k	67.25	View chart
AutoNation Common Stock (AN)	0.6	$952k	5.6k	169.61	View chart
Monolithic Power Systems Common Stock (MPWR)	0.6	$949k	1.6k	594.82	View chart
Insulet Corporation Common Stock (PODD)	0.6	$943k	4.1k	231.67	View chart
Palo Alto Networks Common Stock (PANW)	0.6	$930k	5.1k	181.82	View chart
Cisco Systems Common Stock (CSCO)	0.6	$923k	16k	59.22	View chart
Incyte Corporation Common Stock (INCY)	0.6	$921k	14k	67.50	View chart
McKesson Corporation Common Stock (MCK)	0.6	$919k	1.7k	550.79	View chart
Lantheus Holdings Common Stock (LNTH)	0.6	$917k	10k	89.54	View chart
Fox Corporation Class A Common Stock (FOXA)	0.6	$900k	19k	47.80	View chart
Merck & Company Common Stock (MRK)	0.6	$899k	8.6k	104.99	View chart
Merit Medical Systems Common Stock (MMSI)	0.6	$875k	9.1k	96.68	View chart
Lithia Motors Common Stock (LAD)	0.6	$874k	2.4k	358.76	View chart
Charter Communications Common Stock (CHTR)	0.6	$871k	2.5k	344.75	View chart
D.R. Horton Common Stock (DHI)	0.6	$858k	6.3k	137.20	View chart
CME Group Common Stock (CME)	0.6	$843k	3.6k	232.12	View chart
Gilead Sciences Common Stock (GILD)	0.6	$838k	9.1k	92.37	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$833k	5.7k	144.93	View chart
Quest Diagnostics Incorporated Common Stock (DGX)	0.6	$825k	7.1k	116.60	View chart
EOG Resources Common Stock (EOG)	0.6	$824k	6.7k	123.59	View chart
Valero Energy Corporation Common Stock (VLO)	0.6	$822k	6.7k	122.63	View chart
Altria Group Common Stock (MO)	0.6	$818k	16k	52.30	View chart
Cboe Global Markets Common Stock (CBOE)	0.6	$815k	4.2k	195.59	View chart
Hershey Company Common Stock (HSY)	0.5	$807k	4.8k	169.20	View chart
General Mills Common Stock (GIS)	0.5	$798k	13k	63.77	View chart
PepsiCo Common Stock (PEP)	0.5	$797k	5.2k	151.91	View chart
Colgate-Palmolive Company Common Stock (CL)	0.5	$792k	8.7k	90.86	View chart
CF Industries Holdings Class A Common Stock (CF)	0.5	$791k	9.3k	85.41	View chart
Kimberly-Clark Corporation Common Stock (KMB)	0.5	$788k	6.0k	130.94	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.5	$788k	1.6k	488.88	View chart
Snap-On Incorporated Common Stock (SNA)	0.5	$782k	2.3k	340.74	View chart
Verizon Communications Common Stock (VZ)	0.5	$772k	19k	40.02	View chart
Toll Brothers Common Stock (TOL)	0.5	$771k	6.1k	126.03	View chart
Mondelez International Class A Common Stock (MDLZ)	0.5	$768k	13k	59.76	View chart
Comcast Corporation Class A Common Stock (CMCSA)	0.5	$757k	20k	37.54	View chart
VICI Properties Common Stock (VICI)	0.5	$755k	26k	29.20	View chart
Vanguard Mid-Cap Exchange Traded Fund (VO)	0.4	$611k	2.3k	263.77	View chart
Amazon.com Common Stock (AMZN)	0.4	$604k	2.8k	219.45	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.4	$580k	5.4k	107.60	View chart
Vanguard Tax-Exempt Bond Exchange Traded Fund (VTEB)	0.4	$525k	11k	50.11	View chart
Mgic Invt Corp Wis Common Stock (MTG)	0.3	$512k	22k	23.71	View chart
Vanguard Div Appreciation Exchange Traded Fund (VIG)	0.3	$506k	2.6k	195.82	View chart
Vanguard Information Tech Exchange Traded Fund (VGT)	0.3	$485k	779.00	622.61	View chart
iShares Core S&P 500 Exchange Traded Fund (IVV)	0.3	$465k	789.00	589.02	View chart
Vanguard Large-Cap Exchange Traded Fund (VV)	0.3	$417k	1.5k	269.79	View chart
Fidelity Covington Trust Fidelity Enhanced Large Cap Core Exchange Traded Fund (FELC)	0.3	$398k	12k	32.93	View chart
Lowe's Companies Common Stock (LOW)	0.2	$365k	1.5k	246.82	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.2	$351k	693.00	506.23	View chart
iShares Core S&P U.S. Value Exchange Traded Fund (IUSV)	0.2	$318k	3.4k	92.61	View chart
iShares Core MSCI EAFE Exchange Traded Fund (IEFA)	0.2	$281k	4.0k	70.29	View chart
AbbVie Common Stock (ABBV)	0.2	$274k	1.5k	177.79	View chart
NextEra Energy Common Stock (NEE)	0.2	$266k	3.3k	79.78	View chart
Union Pacific Corporation Common Stock (UNP)	0.2	$259k	1.1k	228.02	View chart
American Electric Power Company Common Stock (AEP)	0.2	$255k	2.8k	92.23	View chart
Home Depot Common Stock (HD)	0.2	$248k	637.00	389.04	View chart
Eli Lilly and Company Common Stock (LLY)	0.2	$223k	288.00	774.37	View chart
Vanguard Short-Term Inflation-Protected Securities Index Fund Exchange Traded Fund (VTIP)	0.1	$217k	4.5k	48.42	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$211k	1.3k	166.60	View chart

Past Filings by Peak Retirement Planning

SEC 13F filings are viewable for Peak Retirement Planning going back to 2024

Peak Retirement Planning 2024 Q4 filed Feb. 20, 2025

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