Peak Retirement Planning

Peak Retirement Planning as of March 31, 2026

Portfolio Holdings for Peak Retirement Planning

Peak Retirement Planning holds 152 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV) 13.4 $67M 668k 100.66
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA) 5.7 $29M 448k 64.08
Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO) 4.7 $23M 434k 54.05
SPDR Gold MiniShares Exchange Traded Fund (TIPX) 3.5 $18M 190k 92.69
State Street Energy Select Sector SPDR Exchange Traded Fund (XLE) 3.2 $16M 263k 61.26
State Street Materials Select Sector SPDR Exchange Traded Fund (XLB) 2.6 $13M 264k 49.97
State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC) 2.6 $13M 116k 110.86
State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP) 2.5 $13M 155k 81.98
State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV) 2.5 $13M 85k 146.61
Invesco QQQ Exchange Traded Fund (QQQ) 2.4 $12M 21k 577.18
Vanguard Small-Cap Value Exchange Traded Fund (VBR) 2.2 $11M 50k 217.25
Vanguard Small-Cap Growth Exchange Traded Fund (VBK) 2.2 $11M 36k 302.25
Vanguard Value Exchange Traded Fund (VTV) 2.0 $9.8M 50k 196.20
Vanguard Mid-Cap Value Exchange Traded Fund (VOE) 1.9 $9.4M 51k 184.28
Vanguard Small-Cap Exchange Traded Fund (VB) 1.8 $9.0M 35k 261.92
Vanguard Growth Exchange Traded Fund (VUG) 1.6 $8.2M 19k 436.80
NVIDIA Corporation Common Stock (NVDA) 1.4 $6.9M 39k 174.40
Vanguard Mid-Cap Exchange Traded Fund (VO) 1.3 $6.5M 23k 287.18
Vanguard Total Bond Market Exchange Traded Fund (BND) 1.0 $5.0M 68k 73.64
Vanguard Real Estate Exchange Traded Fund (VNQ) 0.9 $4.8M 54k 88.70
Microsoft Corporation Common Stock (MSFT) 0.9 $4.7M 13k 370.17
Vanguard Mid-Cap Growth Exchange Traded Fund (VOT) 0.9 $4.7M 18k 257.35
Alphabet Common Stock (GOOGL) 0.9 $4.4M 15k 287.57
Vanguard S&P 500 Exchange Traded Fund (VOO) 0.9 $4.3M 7.2k 597.59
Hims & Hers Health Class A Common Stock (HIMS) 0.8 $4.1M 198k 20.76
Broadcom Common Stock (AVGO) 0.8 $4.0M 13k 309.51
Vanguard Total Stock Market Exchange Traded Fund (VTI) 0.8 $4.0M 13k 320.82
United Therapeutics Corporation Common Stock (UTHR) 0.8 $3.9M 6.6k 592.99
Eli Lilly and Company Common Stock (LLY) 0.7 $3.7M 4.1k 919.68
Apple Common Stock (AAPL) 0.7 $3.7M 15k 253.79
Zoom Communications Common Stock (ZM) 0.7 $3.6M 45k 80.39
Exelixis Common Stock (EXEL) 0.7 $3.5M 82k 42.89
Flex Common Stock (FLEX) 0.7 $3.5M 54k 65.46
Monolithic Power Systems Common Stock (MPWR) 0.7 $3.5M 3.2k 1093.51
Chewy Common Stock (CHWY) 0.7 $3.4M 126k 27.00
Neurocrine Biosciences Common Stock (NBIX) 0.7 $3.4M 26k 131.74
Abbott Laboratories Common Stock (ABT) 0.6 $3.2M 32k 102.67
Elanco Animal Health Incorporated Common Stock (ELAN) 0.6 $3.2M 135k 23.93
Micron Technology Common Stock (MU) 0.6 $3.2M 9.5k 337.82
Ralph Lauren Corporation Common Stock (RL) 0.6 $3.2M 9.3k 344.01
Deckers Outdoor Corporation Common Stock (DECK) 0.6 $3.1M 31k 100.09
Merit Medical Systems Common Stock (MMSI) 0.6 $3.1M 45k 68.93
Applovin Corporation Common Stock (APP) 0.6 $3.1M 7.8k 398.01
PulteGroup Common Stock (PHM) 0.6 $3.1M 26k 117.61
Halozyme Therapeutics Common Stock (HALO) 0.6 $3.0M 47k 64.63
Toast Common Stock (TOST) 0.6 $3.0M 114k 26.51
Insulet Corporation Common Stock (PODD) 0.6 $2.9M 14k 209.84
Johnson & Johnson Common Stock (JNJ) 0.6 $2.9M 12k 244.44
CF Industries Holdings Common Stock (CF) 0.6 $2.9M 22k 129.84
Procter & Gamble Company Common Stock (PG) 0.6 $2.8M 20k 144.44
Tenet Healthcare Corporation Common Stock (THC) 0.5 $2.7M 15k 188.72
EOG Resources Common Stock (EOG) 0.5 $2.7M 19k 144.57
JP Morgan Chase & Co. Common Stock (JPM) 0.5 $2.7M 9.0k 294.14
Merck & Company Common Stock (MRK) 0.5 $2.6M 22k 120.29
Verizon Communications Common Stock (VZ) 0.5 $2.5M 50k 50.20
Berkshire Hathaway Common Stock (BRK.B) 0.5 $2.5M 5.2k 479.21
PepsiCo Common Stock (PEP) 0.5 $2.4M 16k 155.29
Fox Corporation Common Stock (FOXA) 0.5 $2.4M 41k 58.40
Altria Group Common Stock (MO) 0.5 $2.4M 36k 65.99
T. Rowe Price Group Common Stock (TROW) 0.5 $2.3M 26k 90.14
Gilead Sciences Common Stock (GILD) 0.5 $2.3M 17k 139.37
Snap-On Incorporated Common Stock (SNA) 0.5 $2.3M 6.3k 363.21
Colgate-Palmolive Company Common Stock (CL) 0.5 $2.3M 27k 85.23
Vanguard Div Appreciation Exchange Traded Fund (VIG) 0.5 $2.3M 11k 215.07
CME Group Common Stock (CME) 0.5 $2.3M 7.7k 295.34
Illinois Tool Works Common Stock (ITW) 0.4 $2.3M 8.7k 260.29
Kraft Heinz Company Common Stock (KHC) 0.4 $2.3M 100k 22.49
Cboe Global Markets Common Stock (CBOE) 0.4 $2.2M 8.0k 281.08
Kimberly-Clark Corporation Common Stock (KMB) 0.4 $2.2M 23k 96.47
Accenture Class A Common Stock (ACN) 0.4 $2.2M 11k 198.28
Comcast Corporation Common Stock (CMCSA) 0.4 $2.2M 76k 28.71
VICI Properties Common Stock (VICI) 0.4 $2.2M 79k 27.32
Avery Dennison Corporation Common Stock (AVY) 0.4 $2.1M 12k 172.68
Exxon Mobil Corporation Common Stock (XOM) 0.4 $2.0M 12k 169.66
A.O. Smith Corporation Common Stock (AOS) 0.4 $2.0M 31k 65.94
General Mills Common Stock (GIS) 0.4 $2.0M 54k 37.22
ConAgra Brands Common Stock (CAG) 0.4 $2.0M 127k 15.72
Amazon.com Common Stock (AMZN) 0.3 $1.6M 7.8k 208.26
State Street SPDR S&P 500 Exchange Traded Fund (SPY) 0.3 $1.6M 2.5k 650.32
Invesco S&P 500 Equal Weight Exchange Traded Fund (RSP) 0.3 $1.5M 8.0k 191.93
American Electric Power Company Common Stock (AEP) 0.3 $1.4M 11k 131.07
United Parcel Service Common Stock (UPS) 0.3 $1.3M 14k 98.38
GE Aerospace Common Stock (GE) 0.2 $1.1M 4.0k 283.75
Vanguard High Dividend Yield Exchange Traded Fund (VYM) 0.2 $1.1M 7.5k 148.09
Vanguard Tax-Exempt Bond Exchange Traded Fund (VTEB) 0.2 $978k 20k 49.89
GE Vernova Common Stock (GEV) 0.2 $935k 1.1k 873.18
iShares Core S&P 500 Exchange Traded Fund (IVV) 0.2 $912k 1.4k 653.38
Vanguard Total International Exchange Traded Fund (VXUS) 0.2 $859k 11k 77.11
Vanguard Information Tech Exchange Traded Fund (VGT) 0.2 $815k 1.2k 697.72
Tesla Common Stock (TSLA) 0.2 $796k 2.1k 371.74
iShares Silver Exchange Traded Fund (SLV) 0.2 $762k 11k 68.14
Meta Platforms Common Stock (META) 0.1 $738k 1.3k 572.19
Home Depot Common Stock (HD) 0.1 $646k 2.0k 328.84
MGIC Investment Corporation Common Stock (MTG) 0.1 $564k 22k 26.25
AbbVie Common Stock (ABBV) 0.1 $524k 2.4k 217.52
iShares Core MSCI EAFE Exchange Traded Fund (IEFA) 0.1 $511k 5.6k 90.52
Vanguard Intermediate-Term Treasury Exchange Traded Fund (VGIT) 0.1 $496k 8.3k 59.55
Vanguard Large-Cap Exchange Traded Fund (VV) 0.1 $495k 1.7k 298.88
National Fuel Gas Company Common Stock (NFG) 0.1 $476k 5.1k 93.96
Wells Fargo & Company Common Stock (WFC) 0.1 $472k 5.9k 79.60
Fidelity Enhanced Large Cap Core Exchange Traded Fund (FELC) 0.1 $459k 13k 36.27
Alphabet Common Stock (GOOG) 0.1 $454k 1.6k 286.80
State Street Real Estate Select Sector SPDR Exchange Traded Fund (XLRE) 0.1 $447k 11k 40.83
Caterpillar Common Stock (CAT) 0.1 $421k 594.00 708.14
State Street Industrial Select Sector SPDR Exchange Traded Fund (XLI) 0.1 $410k 2.5k 161.74
Vanguard Mega Cap Growth Exchange Traded Fund (MGK) 0.1 $407k 1.1k 367.40
NextEra Energy Common Stock (NEE) 0.1 $396k 4.3k 92.88
iShares Core S&P U.S. Value Exchange Traded Fund (IUSV) 0.1 $391k 3.8k 102.24
iShares S&P 500 Growth Exchange Traded Fund (IVW) 0.1 $385k 3.4k 113.11
Vanguard Short-Term Inflation-Protected Securities Index Fund Exchange Traded Fund (VTIP) 0.1 $384k 7.7k 49.95
iShares California Muni Bond Exchange Traded Fund (CMF) 0.1 $361k 6.3k 56.86
iShares 1-5 Year Investment Grade Corporate Bond Exchange Traded Fund (IGSB) 0.1 $360k 6.9k 52.56
Southern Company Common Stock (SO) 0.1 $359k 3.7k 96.52
Invesco Bulletshares 2026 Corporate Bond Exchange Traded Fund (BSCQ) 0.1 $350k 18k 19.53
Palantir Technologies Common Stock (PLTR) 0.1 $350k 2.4k 146.30
State Street Consumer Discretionary Select Sector SPDR Exchange Traded Fund (XLY) 0.1 $344k 3.2k 108.98
State Street Financial Select Sector SPDR Exchange Traded Fund (XLF) 0.1 $344k 7.0k 49.37
Schwab US Dividend Equity Exchange Traded Fund (SCHD) 0.1 $333k 11k 30.68
SPDR Gold Exchange Traded Fund (GLD) 0.1 $325k 756.00 430.24
Dimensional U.S. Core Equity 2 Exchange Traded Fund (DFAC) 0.1 $320k 8.2k 38.86
Park National Corporation Common Stock (PRK) 0.1 $319k 2.0k 163.48
Walmart Common Stock (WMT) 0.1 $318k 2.6k 124.30
International Business Machines Corporation Common Stock (IBM) 0.1 $307k 1.3k 242.36
Chevron Corporation Common Stock (CVX) 0.1 $306k 1.5k 206.87
Vanguard Intermediate-Term Corporate Bond Exchange Traded Fund (VCIT) 0.1 $300k 3.6k 82.75
Lowe's Companies Common Stock (LOW) 0.1 $298k 1.3k 236.33
American Express Company Common Stock (AXP) 0.1 $290k 958.00 302.62
iShares ESG MSCI USA Leaders Exchange Traded Fund (SUSL) 0.1 $290k 2.5k 113.60
Paccar Common Stock (PCAR) 0.1 $282k 2.4k 115.49
State Street SPDR Portfolio S&P 500 Exchange Traded Fund (SPYM) 0.1 $281k 3.7k 76.54
Oracle Corporation Common Stock (ORCL) 0.1 $278k 1.9k 147.12
FedEx Corporation Common Stock (FDX) 0.1 $264k 741.00 356.29
UnitedHealth Group Incorporated Common Stock (UNH) 0.0 $250k 925.00 270.46
McDonald's Corporation Common Stock (MCD) 0.0 $249k 799.00 310.96
iShares ESG Select Screened S&P 500 Exchange Traded Fund (XVV) 0.0 $242k 4.9k 49.22
Northrop Grumman Corporation Common Stock (NOC) 0.0 $241k 354.00 681.49
Vertiv Holdings Common Stock (VRT) 0.0 $239k 953.00 250.61
iShares Core S&P U.S. Growth Exchange Traded Fund (IUSG) 0.0 $239k 1.5k 155.08
Pimco Multisector Bond Exchange Traded Fund (PYLD) 0.0 $238k 9.1k 26.20
Vanguard California Tax-Exempt Bond Exchange Traded Fund (VTEC) 0.0 $232k 2.3k 99.10
iShares 0-5 Year High Yield Corporate Bond Exchange Traded Fund (SHYG) 0.0 $231k 5.5k 42.31
iShares Core Dividend Growth Exchange Traded Fund (DGRO) 0.0 $226k 3.2k 70.18
Taiwan Semiconductor Manufacturing Company Common Stock (TSM) 0.0 $221k 654.00 337.95
Duke Energy Corporation Common Stock (DUK) 0.0 $220k 1.7k 130.94
Northern Stock Index Exchange Traded Fund (NOSIX) 0.0 $216k 3.3k 65.00
Morgan Stanley Common Stock (MS) 0.0 $214k 1.3k 164.52
Philip Morris International Common Stock (PM) 0.0 $212k 1.3k 165.33
Vanguard Total International Bond Exchange Traded Fund (BNDX) 0.0 $207k 4.3k 48.05
RTX Corporation Common Stock (RTX) 0.0 $203k 1.1k 192.84
iShares Preferred and Income Securities Exchange Traded Fund (PFF) 0.0 $203k 6.7k 30.32
Costco Wholesale Corporation Common Stock (COST) 0.0 $201k 202.00 995.70
State Street SPDR Portfolio S&P 500 Growth Exchange Traded Fund (SPYG) 0.0 $200k 2.0k 97.90