Peak Retirement Planning, Inc.
153 holdingsFiling period: 2026-03-31Current AUM: $544.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Month Treasury Bond | 667.5K | $67.2M | $67.2M | 12.35% | +95.2K | 2026-03-31 |
| 2 | VEA | Vanguard FTSE Developed Markets | 447.6K | $28.7M | $31.6M | 5.81% | +81.1K | 2026-03-31 |
| 3 | VWO | Vanguard FTSE Emerging Markets | 433.6K | $23.4M | $25.5M | 4.68% | +73.0K | 2026-03-31 |
| 4 | TIPX | SPDR Gold MiniShares | 190.1K | $17.6M | $17.2M | 3.16% | -- | 2026-03-31 |
| 5 | XLE | State Street Energy Select Sector SPDR | 262.7K | $16.1M | $15.6M | 2.87% | +26.5K | 2026-03-31 |
| 6 | XLB | State Street Materials Select Sector SPDR | 264.0K | $13.2M | $13.3M | 2.45% | +33.0K | 2026-03-31 |
| 7 | XLC | State Street Communication Services Select Sector SPDR | 115.7K | $12.8M | $12.5M | 2.30% | +25.4K | 2026-03-31 |
| 8 | XLP | State Street Consumer Staples Select Sector SPDR | 154.7K | $12.7M | $13.2M | 2.42% | +27.3K | 2026-03-31 |
| 9 | XLV | State Street Health Care Select Sector SPDR | 85.2K | $12.5M | $13.9M | 2.54% | -- | 2026-03-31 |
| 10 | QQQ | Invesco QQQ | 21.0K | $12.1M | $14.5M | 2.66% | -18,456 | 2026-03-31 |
| 11 | VBR | Vanguard Small-Cap Value | 50.2K | $10.9M | $12.3M | 2.26% | +15.5K | 2026-03-31 |
| 12 | VBK | Vanguard Small-Cap Growth | 35.8K | $10.8M | $12.2M | 2.24% | +19.4K | 2026-03-31 |
| 13 | VTV | Vanguard Value | 50.0K | $9.8M | $11.0M | 2.02% | +17.6K | 2026-03-31 |
| 14 | VOE | Vanguard Mid-Cap Value | 51.1K | $9.4M | $10.5M | 1.92% | +25.2K | 2026-03-31 |
| 15 | VB | Vanguard Small-Cap | 34.5K | $9.0M | $10.2M | 1.87% | +28.8K | 2026-03-31 |
| 16 | VUG | Vanguard Growth | 18.8K | $8.2M | $9.6M | 1.76% | -4,585 | 2026-03-31 |
| 17 | NVDA | NVIDIA Corporation | 39.3K | $6.9M | $7.9M | 1.45% | +5.6K | 2026-03-31 |
| 18 | VO | Vanguard Mid-Cap | 22.5K | $6.5M | $7.3M | 1.34% | +17.1K | 2026-03-31 |
| 19 | BND | Vanguard Total Bond Market | 68.1K | $5.0M | $4.9M | 0.90% | +59.1K | 2026-03-31 |
| 20 | VNQ | Vanguard Real Estate | 53.7K | $4.8M | $5.3M | 0.98% | +6.2K | 2026-03-31 |
| 21 | MSFT | Microsoft Corporation | 12.7K | $4.7M | $5.9M | 1.08% | +2.5K | 2026-03-31 |
| 22 | VOT | Vanguard Mid-Cap Growth | 18.2K | $4.7M | $5.4M | 0.99% | +1.4K | 2026-03-31 |
| 23 | GOOGL | Alphabet Inc. | 15.3K | $4.4M | $5.4M | 1.00% | +3.0K | 2026-03-31 |
| 24 | VOO | Vanguard S&P 500 | 7.2K | $4.3M | $4.9M | 0.90% | -6,345 | 2026-03-31 |
| 25 | HIMS | Hims & Hers Health, Inc. | 198.4K | $4.1M | $5.5M | 1.01% | +115.9K | 2026-03-31 |
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