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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:1.6K

Value:$948.7K

% of Portfolio:0.6% ($948.7K/$148.0M)

INSULET CORP

PODD|45784P101

Shares:4.1K

Value:$942.9K

% of Portfolio:0.6% ($942.9K/$148.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:5.1K

Value:$930.4K

% of Portfolio:0.6% ($930.4K/$148.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:15.6K

Value:$922.6K

% of Portfolio:0.6% ($922.6K/$148.0M)

INCYTE CORP

INCY|45337C102

Shares:13.6K

Value:$920.6K

% of Portfolio:0.6% ($920.6K/$148.0M)

MCKESSON CORP

MCK|58155Q103

Shares:1.7K

Value:$918.7K

% of Portfolio:0.6% ($918.7K/$148.0M)

Lantheus Holdings, Inc.

LNTH|516544103

Shares:10.2K

Value:$916.8K

% of Portfolio:0.6% ($916.8K/$148.0M)

Fox Corp

FOXA|35137L105

Shares:18.8K

Value:$900.2K

% of Portfolio:0.6% ($900.2K/$148.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:8.6K

Value:$899.1K

% of Portfolio:0.6% ($899.1K/$148.0M)

MERIT MEDICAL SYSTEMS INC

MMSI|589889104

Shares:9.1K

Value:$875.1K

% of Portfolio:0.6% ($875.1K/$148.0M)

LITHIA MOTORS INC

LAD|536797103

Shares:2.4K

Value:$873.6K

% of Portfolio:0.6% ($873.6K/$148.0M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:2.5K

Value:$870.5K

% of Portfolio:0.6% ($870.5K/$148.0M)

HORTON D R INC /DE/

DHI|23331A109

Shares:6.3K

Value:$858.2K

% of Portfolio:0.6% ($858.2K/$148.0M)

CME GROUP INC.

CME|12572Q105

Shares:3.6K

Value:$843.1K

% of Portfolio:0.6% ($843.1K/$148.0M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:9.1K

Value:$837.5K

% of Portfolio:0.6% ($837.5K/$148.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.7K

Value:$833.1K

% of Portfolio:0.6% ($833.1K/$148.0M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:7.1K

Value:$824.5K

% of Portfolio:0.6% ($824.5K/$148.0M)

EOG RESOURCES INC

EOG|26875P101

Shares:6.7K

Value:$823.6K

% of Portfolio:0.6% ($823.6K/$148.0M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:6.7K

Value:$821.8K

% of Portfolio:0.6% ($821.8K/$148.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:15.6K

Value:$818.0K

% of Portfolio:0.6% ($818.0K/$148.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	1.6K	QoQ- YoY-	All Managers (Combined)	$948.7K	0.6% ($948.7K/$148.0M)	QoQ- YoY-
INSULET CORP(PODDcusip45784P101)	4.1K	QoQ- YoY-	All Managers (Combined)	$942.9K	0.6% ($942.9K/$148.0M)	QoQ- YoY-
Palo Alto Networks Inc(PANWcusip697435105)	5.1K	QoQ- YoY-	All Managers (Combined)	$930.4K	0.6% ($930.4K/$148.0M)	QoQ- YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	15.6K	QoQ- YoY-	All Managers (Combined)	$922.6K	0.6% ($922.6K/$148.0M)	QoQ- YoY-
INCYTE CORP(INCYcusip45337C102)	13.6K	QoQ- YoY-	All Managers (Combined)	$920.6K	0.6% ($920.6K/$148.0M)	QoQ- YoY-
MCKESSON CORP(MCKcusip58155Q103)	1.7K	QoQ- YoY-	All Managers (Combined)	$918.7K	0.6% ($918.7K/$148.0M)	QoQ- YoY-
Lantheus Holdings, Inc.(LNTHcusip516544103)	10.2K	QoQ- YoY-	All Managers (Combined)	$916.8K	0.6% ($916.8K/$148.0M)	QoQ- YoY-
Fox Corp(FOXAcusip35137L105)	18.8K	QoQ- YoY-	All Managers (Combined)	$900.2K	0.6% ($900.2K/$148.0M)	QoQ- YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	8.6K	QoQ- YoY-	All Managers (Combined)	$899.1K	0.6% ($899.1K/$148.0M)	QoQ- YoY-
MERIT MEDICAL SYSTEMS INC(MMSIcusip589889104)	9.1K	QoQ- YoY-	All Managers (Combined)	$875.1K	0.6% ($875.1K/$148.0M)	QoQ- YoY-
LITHIA MOTORS INC(LADcusip536797103)	2.4K	QoQ- YoY-	All Managers (Combined)	$873.6K	0.6% ($873.6K/$148.0M)	QoQ- YoY-
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	2.5K	QoQ- YoY-	All Managers (Combined)	$870.5K	0.6% ($870.5K/$148.0M)	QoQ- YoY-
HORTON D R INC /DE/(DHIcusip23331A109)	6.3K	QoQ- YoY-	All Managers (Combined)	$858.2K	0.6% ($858.2K/$148.0M)	QoQ- YoY-
CME GROUP INC.(CMEcusip12572Q105)	3.6K	QoQ- YoY-	All Managers (Combined)	$843.1K	0.6% ($843.1K/$148.0M)	QoQ- YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	9.1K	QoQ- YoY-	All Managers (Combined)	$837.5K	0.6% ($837.5K/$148.0M)	QoQ- YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	5.7K	QoQ- YoY-	All Managers (Combined)	$833.1K	0.6% ($833.1K/$148.0M)	QoQ- YoY-
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	7.1K	QoQ- YoY-	All Managers (Combined)	$824.5K	0.6% ($824.5K/$148.0M)	QoQ- YoY-
EOG RESOURCES INC(EOGcusip26875P101)	6.7K	QoQ- YoY-	All Managers (Combined)	$823.6K	0.6% ($823.6K/$148.0M)	QoQ- YoY-
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	6.7K	QoQ- YoY-	All Managers (Combined)	$821.8K	0.6% ($821.8K/$148.0M)	QoQ- YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	15.6K	QoQ- YoY-	All Managers (Combined)	$818.0K	0.6% ($818.0K/$148.0M)	QoQ- YoY-