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Disclosery

13F-HR filed by Peak Retirement Planning, Inc.

Peak Retirement Planning, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-20, with 96 holding rows worth $147,981,645.

Accession
0002056697-25-000001
Filer
CIK 2056697
Filed
2025-02-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 96 entries on the cover page, a total value of $147,981,645 stated on the cover page (in dollars after the unit check, H1), rows summing to $147,981,645 with VALUE read as dollars as filed, 13F file number 028-25389. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares 0-3 Month Treasury Bond ETF46436E718SHS166,972$16,771,111dollars as filed
Vanguard S&P 500 ETF922908363COM12,718$6,852,870dollars as filed
INVESCO QQQ TR46090E103COM13,297$6,760,829dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS108,968$5,266,765dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON66,540$4,954,663dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS51,622$4,900,888dollars as filed
Vanguard Real Estate922908553SHS53,129$4,732,691dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS111,891$4,579,234dollars as filed
Vanguard Small-Cap ETF922908751SHS18,836$4,527,383dollars as filed
Vanguard Growth922908736COM9,692$3,988,146dollars as filed
Vanguard Small-Cap Value ETF922908611SHS17,257$3,420,019dollars as filed
Vanguard Value ETF922908744SHS17,869$3,025,918dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS10,688$2,994,444dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS10,752$2,729,178dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS16,275$2,631,014dollars as filed
Apple Inc037833100COM10,476$2,623,447dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS37,670$1,990,275dollars as filed
VTI922908769COM6,655$1,928,354dollars as filed
Microsoft Corp594918104COM4,466$1,889,590dollars as filed
JPMorgan Chase & Co46625H100COM13,433$1,862,652dollars as filed
Berkshire Hathaway Inc084670702COM3,652$1,655,766dollars as filed
VWO922042858SHS35,209$1,550,706dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,680$1,453,954dollars as filed
Broadcom Inc.11135F101COM6,120$1,419,156dollars as filed
NVIDIA Corp67066G104COM9,674$1,276,755dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS25,646$1,226,345dollars as filed
ConocoPhillips20825C104COM11,232$1,105,774dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock10,747$1,083,110dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock4,521$1,035,836dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM7,630$1,029,368dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock40,103$1,026,326dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM3,750$1,020,436dollars as filed
WILLIAMS SONOMA INC COM969904101Stock5,454$1,008,833dollars as filed
JABIL INC COM466313103Stock6,797$979,205dollars as filed
APPLOVIN CORP COM CL A03831W108Stock2,982$969,359dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock11,772$960,996dollars as filed
FLEX LTD ORDY2573F102Stock24,225$958,772dollars as filed
AVNET INC COM053807103Stock18,286$956,793dollars as filed
SKECHERS U S A INC830566105CL A14,168$952,739dollars as filed
AUTONATION INC COM05329W102Stock5,611$951,686dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock1,595$948,738dollars as filed
INSULET CORP COM45784P101Stock4,070$942,913dollars as filed
PALO ALTO NETWORKS INC697435105COM5,117$930,393dollars as filed
Cisco Systems,Inc.17275R102COM15,579$922,565dollars as filed
INCYTE CORP COM45337C102Stock13,638$920,567dollars as filed
MCKESSON CORP COM58155Q103Stock1,668$918,724dollars as filed
LANTHEUS HLDGS INC516544103COM10,238$916,758dollars as filed
FOX CORP CL A COM35137L105Stock18,831$900,202dollars as filed
Merck & Co.,Inc.58933Y105COM8,564$899,099dollars as filed
MERIT MED SYS INC COM589889104Stock9,051$875,065dollars as filed
LITHIA MTRS INC COM536797103Stock2,435$873,570dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM2,525$870,487dollars as filed
D R HORTON INC COM23331A109Stock6,255$858,180dollars as filed
CME Group Inc. Class A12572Q105COM3,632$843,058dollars as filed
Gilead Sciences,Inc.375558103COM9,066$837,465dollars as filed
Johnson & Johnson478160104COM5,748$833,070dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock7,071$824,504dollars as filed
EOG RES INC COM26875P101Stock6,664$823,619dollars as filed
VALERO ENERGY CORP COM91913Y100Stock6,701$821,766dollars as filed
Altria Group Inc02209S103COM15,639$817,959dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock4,168$815,224dollars as filed
HERSHEY CO COM427866108Stock4,770$807,062dollars as filed
GENERAL MILLS INC COM370334104Stock12,512$797,873dollars as filed
PepsiCo,Inc.713448108COM5,247$797,050dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock8,720$792,329dollars as filed
CF INDUSTRIES HOLD COM125269100Stock9,262$791,089dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock6,021$788,379dollars as filed
Lockheed Martin Corporation539830109COM1,611$787,593dollars as filed
SNAP ON INC COM833034101Stock2,294$781,648dollars as filed
Verizon Communications Inc92343V104COM19,298$772,353dollars as filed
TOLL BROTHERS INC COM889478103Stock6,120$771,293dollars as filed
Mondelez International,Inc. Class A609207105COM12,851$767,992dollars as filed
Comcast Corp20030N101COM20,150$756,519dollars as filed
VICI PPTYS INC COM925652109REIT25,840$754,582dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,316$610,892dollars as filed
Amazon.com, Inc023135106COM2,752$603,920dollars as filed
EXXON MOBIL CORP30231G102COM5,390$579,955dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF10,467$524,549dollars as filed
MGIC INVT CORP WIS COM552848103Stock21,593$511,970dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,586$506,380dollars as filed
VGT92204A702SHS779$485,014dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS789$464,734dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,544$416,551dollars as filed
FIDELITY COVINGTON TRUST316092113ENHANCED LARGE12,091$398,126dollars as filed
Lowes Companies,Inc.548661107COM1,480$365,298dollars as filed
UnitedHealth Group Inc91324P102COM693$350,820dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS3,430$317,658dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS4,003$281,367dollars as filed
AbbVie,Inc.00287Y109COM1,542$274,150dollars as filed
NextEra Energy,Inc.65339F101COM3,338$266,289dollars as filed
Union Pacific Corporation907818108COM1,136$259,034dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock2,766$255,121dollars as filed
Home Depot, Inc437076102COM637$247,817dollars as filed
Eli Lilly and Company532457108COM288$223,019dollars as filed
VANGUARD MALVERN FDS922020805SHS4,471$216,491dollars as filed
Oracle Corporation68389X105COM1,269$211,416dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002056697-25-000001this filing2025-02-20acceptance time not in the bulk data set