Peak Retirement Planning, Inc. - Portfolio overview

Peak Retirement Planning, Inc. has 167 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SGOV - iShares 0-3 Month Treasury Bond, 12.82%
2. VEA - Vanguard FTSE Developed Markets, 5.47%
3. VWO - Vanguard FTSE Emerging Markets, 4.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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