Instuitional Investor - Peak Retirement Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Peak Retirement Planning, Inc. |
| Portfolio Value | $427,108,746 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares 0-3 Month Treasury Bond Etf | 572,280 | $57,445,496 | 13.45% | |
| 2. | Invesco Qqq Trust Series 1 | 39,463 | $24,242,621 | 5.68% | |
| 3. | Vanguard Ftse Developed Markets Etf | 366,490 | $22,894,609 | 5.36% | |
| 4. | VWO | 360,658 | $19,388,975 | 4.54% | |
| 5. | Spdr Gold Minishares Trust | 178,128 | $15,206,779 | 3.56% |