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Home > Institutional Investor > Peak Retirement Planning, Inc. > Profile

Instuitional Investor - Peak Retirement Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Peak Retirement Planning, Inc.
Portfolio Value $147,981,645
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares 0-3 Month Treasury Bond
 166,972 $16,771,111 11.33%
2.
Vanguard S&P 500
 12,718 $6,852,870 4.63%
3.
Invesco Qqq Trust Series 1
 13,297 $6,760,829 4.56%
4.
Sector Spdr Trust
 XLB 108,968 $5,266,765 3.55%
5.
Sector Spdr Trust
 XLB 66,540 $4,954,663 3.34%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)