Peak Retirement Planning, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PR Peak Retirement Planning, Inc. | Institutional Filer | ▲ 17.41% | $501.5M | 152 |
Current Portfolio Holdings
Showing all 152 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Month Treasury Bond | — | 668K | $67.2M | 13.40% |
| 2 | VEA | Vanguard FTSE Developed Markets | — | 448K | $28.7M | 5.72% |
| 3 | VWO | Vanguard FTSE Emerging Markets | — | 434K | $23.4M | 4.67% |
| 4 | TIPX | SPDR Gold MiniShares | — | 190K | $17.6M | 3.51% |
| 5 | XLE | Energy Select Sector SPDR Fund | — | 263K | $16.1M | 3.21% |
| 6 | XLB | Materials Select Sector SPDR Fund | — | 264K | $13.2M | 2.63% |
| 7 | XLC | Communication Services Select Sector SPDR Fund | — | 116K | $12.8M | 2.56% |
| 8 | XLP | Consumer Staples Select Sector SPDR Fund | — | 155K | $12.7M | 2.53% |
| 9 | XLV | Health Care Select Sector SPDR Fund | — | 85K | $12.5M | 2.49% |
| 10 | QQQ | Invesco QQQ Trust | — | 21K | $12.1M | 2.42% |
| 11 | VBR | Vanguard Small-Cap Value | — | 50K | $10.9M | 2.18% |
| 12 | VBK | Vanguard Small-Cap Growth | — | 36K | $10.8M | 2.16% |
| 13 | VTV | Vanguard Value | — | 50K | $9.8M | 1.95% |
| 14 | VOE | Vanguard Mid-Cap Value | — | 51K | $9.4M | 1.88% |
| 15 | VB | Vanguard Small-Cap | — | 35K | $9.0M | 1.80% |
Showing 1 to 15 of 152 holdings