Instuitional Investor - Peak Retirement Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Peak Retirement Planning, Inc. |
| Portfolio Value | $355,100,872 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares 0-3 Month Treasury Bond Etf | 524,601 | $52,827,366 | 14.88% | |
| 2. | Vanguard Ftse Developed Markets Etf | 264,360 | $15,840,452 | 4.46% | |
| 3. | Invesco Qqq Trust Series 1 | 25,674 | $15,414,188 | 4.34% | |
| 4. | Vanguard S&P 500 Etf | 21,449 | $13,134,713 | 3.7% | |
| 5. | Spdr Gold Minishares Trust | 166,264 | $12,710,917 | 3.58% |