Peak-Retirement-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMSI",
  "FLEX",
  "MPWR",
  "TROW",
  "ABBV",
  "GOOGL",
  "AVT",
  "AVGO",
  "APP",
  "LOW",
  "EOG",
  null,
  "GILD",
  "GIS",
  "HD",
  "UNP",
  "NBIX",
  "PODD",
  "MSFT",
  "MDLZ",
  "INCY",
  "HSY",
  "ORCL",
  "PANW",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "LMT",
  "MRK",
  "VZ",
  "DGX",
  "IEFA",
  null,
  null,
  null,
  "SNA",
  null,
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "VWO",
  "JBL",
  null,
  "VIG",
  "LAD",
  "SKX",
  null,
  "MTG",
  "TOL",
  "OPCH",
  "AEP",
  "DHI",
  "AMZN",
  "DKS",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "VICI",
  "WSM",
  null,
  "FOXA",
  "LNTH",
  "IUSV",
  "ZM",
  "MCK",
  "KMB",
  "AN",
  "BRK-B",
  "CBOE",
  "CF",
  "CHTR",
  "CSCO",
  "CME",
  "CMCSA",
  "CL",
  "COP",
  "RSP",
  "NEE",
  "QQQ",
  "XOM",
  "JNJ",
  "LLY",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-20
Total Holdings: 96
Total Value: 147981645
Accession Number: 0002056697-25-000001
Form Type: 13F-HR
CIK: peak-retirement-planning
Manager Name: Peak-Retirement-Planning

Data Enrichment

92% identified

88 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $148.0M total value

96 positions • $148.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.7K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$148.0M)

922042858

Shares:35.2K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$148.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.7K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$148.0M)

Broadcom Inc.

Shares:6.1K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$148.0M)

NVIDIA CORP

Shares:9.7K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$148.0M)

921943858

Shares:25.6K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$148.0M)

CONOCOPHILLIPS

Shares:11.2K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.0M)

PRICE T ROWE GROUP INC

Shares:10.7K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$148.0M)

DICK'S SPORTING GOODS, INC.

Shares:4.5K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$148.0M)

NEUROCRINE BIOSCIENCES INC

Shares:7.6K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$148.0M)

Option Care Health, Inc.

Shares:40.1K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$148.0M)

46137V357

Shares:3.8K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$148.0M)

WILLIAMS SONOMA INC

Shares:5.5K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$148.0M)

JABIL INC

Shares:6.8K

Value:$979.2K

% of Portfolio:0.7% ($979.2K/$148.0M)

AppLovin Corp

Shares:3.0K

Value:$969.4K

% of Portfolio:0.7% ($969.4K/$148.0M)

Zoom Communications, Inc.

Shares:11.8K

Value:$961.0K

% of Portfolio:0.6% ($961.0K/$148.0M)

FLEX LTD.

Shares:24.2K

Value:$958.8K

% of Portfolio:0.6% ($958.8K/$148.0M)

AVNET INC

Shares:18.3K

Value:$956.8K

% of Portfolio:0.6% ($956.8K/$148.0M)

SKECHERS USA INC

Shares:14.2K

Value:$952.7K

% of Portfolio:0.6% ($952.7K/$148.0M)

AUTONATION, INC.

Shares:5.6K

Value:$951.7K

% of Portfolio:0.6% ($951.7K/$148.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.7K	QoQ- YoY-	All Managers (Combined)	$1.7M	1.1% ($1.7M/$148.0M)	QoQ- YoY-
(VWOcusip922042858)	35.2K	QoQ- YoY-	All Managers (Combined)	$1.6M	1.0% ($1.6M/$148.0M)	QoQ- YoY-
Alphabet Inc.(GOOGLcusip02079K305)	7.7K	QoQ- YoY-	All Managers (Combined)	$1.5M	1.0% ($1.5M/$148.0M)	QoQ- YoY-
Broadcom Inc.(AVGOcusip11135F101)	6.1K	QoQ- YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$148.0M)	QoQ- YoY-
NVIDIA CORP(NVDAcusip67066G104)	9.7K	QoQ- YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$148.0M)	QoQ- YoY-
(VEAcusip921943858)	25.6K	QoQ- YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$148.0M)	QoQ- YoY-
CONOCOPHILLIPS(COPcusip20825C104)	11.2K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.0M)	QoQ- YoY-
PRICE T ROWE GROUP INC(TROWcusip74144T108)	10.7K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$148.0M)	QoQ- YoY-
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	4.5K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$148.0M)	QoQ- YoY-
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	7.6K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$148.0M)	QoQ- YoY-
Option Care Health, Inc.(OPCHcusip68404L201)	40.1K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$148.0M)	QoQ- YoY-
(RSPcusip46137V357)	3.8K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$148.0M)	QoQ- YoY-
WILLIAMS SONOMA INC(WSMcusip969904101)	5.5K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$148.0M)	QoQ- YoY-
JABIL INC(JBLcusip466313103)	6.8K	QoQ- YoY-	All Managers (Combined)	$979.2K	0.7% ($979.2K/$148.0M)	QoQ- YoY-
AppLovin Corp(APPcusip03831W108)	3.0K	QoQ- YoY-	All Managers (Combined)	$969.4K	0.7% ($969.4K/$148.0M)	QoQ- YoY-
Zoom Communications, Inc.(ZMcusip98980L101)	11.8K	QoQ- YoY-	All Managers (Combined)	$961.0K	0.6% ($961.0K/$148.0M)	QoQ- YoY-
FLEX LTD.(FLEXcusipY2573F102)	24.2K	QoQ- YoY-	All Managers (Combined)	$958.8K	0.6% ($958.8K/$148.0M)	QoQ- YoY-
AVNET INC(AVTcusip053807103)	18.3K	QoQ- YoY-	All Managers (Combined)	$956.8K	0.6% ($956.8K/$148.0M)	QoQ- YoY-
SKECHERS USA INC(SKXcusip830566105)	14.2K	QoQ- YoY-	All Managers (Combined)	$952.7K	0.6% ($952.7K/$148.0M)	QoQ- YoY-
AUTONATION, INC.(ANcusip05329W102)	5.6K	QoQ- YoY-	All Managers (Combined)	$951.7K	0.6% ($951.7K/$148.0M)	QoQ- YoY-