Instuitional Investor - Peak Retirement Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Peak Retirement Planning, Inc. |
| Portfolio Value | $631,630,897 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares 0-3 Month Treasury Bond Etf | 653,810 | $65,819,057 | 10.42% | |
| 2. | Invesco Qqq Trust Series 1 | 47,055 | $34,651,395 | 5.49% | |
| 3. | Vanguard Ftse Developed Markets Etf | 403,062 | $28,718,182 | 4.55% | |
| 4. | VWO | 317,385 | $18,944,712 | 3% | |
| 5. | XLE | 116,103 | $18,420,837 | 2.92% |