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Fidelity msci info tech i shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Fidelity msci info tech i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci info tech i held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci info tech i by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $193k 676 285.62
2025-06-30 $344k 1.7k 197.22

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
State Street Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)
Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)
Vanguard Morningstar Value ETF Exchange Traded Fund (VTV)
Vanguard Morningstar Growth ETF Exchange Traded Fund (VUG)
Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)

View all positions for Peak Retirement Planning

Top funds holding Fidelity msci info tech i

Lido Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of America Corporation
LPL Financial
Agf Management
Envestnet Asset Management
Commonwealth Equity Services
Richard Bernstein Advisors
Morgan Stanley
Mercer Global Advisors
Kestra Investment Management
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Jupiter Topco

View all funds holding Fidelity msci info tech i