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Home > Institutional Investor > Peak Planning Group, Llc > Profile

Instuitional Investor - Peak Planning Group, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Peak Planning Group, Llc
Portfolio Value	$356,661,016

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	60,570	$41,486,369	11.63%
2.	Invesco Qqq Tr		63,202	$38,894,144	10.91%
3.	Berkshire Hathaway Inc	BRK.A	52,480	$26,378,918	7.4%
4.	Apple Inc.	AAPL	87,231	$23,714,494	6.65%
5.	Pgim Etf Tr - PGIM ULTRA SH BD		469,386	$23,276,814	6.53%