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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92204A702

VGT|92204A702

Shares:779

Value:$485.0K

% of Portfolio:0.3% ($485.0K/$148.0M)

464287200

IVV|464287200

Shares:789

Value:$464.7K

% of Portfolio:0.3% ($464.7K/$148.0M)

922908637

VV|922908637

Shares:1.5K

Value:$416.6K

% of Portfolio:0.3% ($416.6K/$148.0M)

316092113

Shares:12.1K

Value:$398.1K

% of Portfolio:0.3% ($398.1K/$148.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.5K

Value:$365.3K

% of Portfolio:0.2% ($365.3K/$148.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:693

Value:$350.8K

% of Portfolio:0.2% ($350.8K/$148.0M)

464287663

IUSV|464287663

Shares:3.4K

Value:$317.7K

% of Portfolio:0.2% ($317.7K/$148.0M)

46432F842

IEFA|46432F842

Shares:4.0K

Value:$281.4K

% of Portfolio:0.2% ($281.4K/$148.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.5K

Value:$274.1K

% of Portfolio:0.2% ($274.1K/$148.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.3K

Value:$266.3K

% of Portfolio:0.2% ($266.3K/$148.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.1K

Value:$259.0K

% of Portfolio:0.2% ($259.0K/$148.0M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.8K

Value:$255.1K

% of Portfolio:0.2% ($255.1K/$148.0M)

HOME DEPOT, INC.

HD|437076102

Shares:637

Value:$247.8K

% of Portfolio:0.2% ($247.8K/$148.0M)

ELI LILLY & Co

LLY|532457108

Shares:288

Value:$223.0K

% of Portfolio:0.2% ($223.0K/$148.0M)

922020805

Shares:4.5K

Value:$216.5K

% of Portfolio:0.1% ($216.5K/$148.0M)

ORACLE CORP

ORCL|68389X105

Shares:1.3K

Value:$211.4K

% of Portfolio:0.1% ($211.4K/$148.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGTcusip92204A702)	779	QoQ- YoY-	All Managers (Combined)	$485.0K	0.3% ($485.0K/$148.0M)	QoQ- YoY-
(IVVcusip464287200)	789	QoQ- YoY-	All Managers (Combined)	$464.7K	0.3% ($464.7K/$148.0M)	QoQ- YoY-
(VVcusip922908637)	1.5K	QoQ- YoY-	All Managers (Combined)	$416.6K	0.3% ($416.6K/$148.0M)	QoQ- YoY-
(cusip316092113)✕	12.1K	QoQ- YoY-	All Managers (Combined)	$398.1K	0.3% ($398.1K/$148.0M)	QoQ- YoY-
LOWES COMPANIES INC(LOWcusip548661107)	1.5K	QoQ- YoY-	All Managers (Combined)	$365.3K	0.2% ($365.3K/$148.0M)	QoQ- YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	693	QoQ- YoY-	All Managers (Combined)	$350.8K	0.2% ($350.8K/$148.0M)	QoQ- YoY-
(IUSVcusip464287663)	3.4K	QoQ- YoY-	All Managers (Combined)	$317.7K	0.2% ($317.7K/$148.0M)	QoQ- YoY-
(IEFAcusip46432F842)	4.0K	QoQ- YoY-	All Managers (Combined)	$281.4K	0.2% ($281.4K/$148.0M)	QoQ- YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.5K	QoQ- YoY-	All Managers (Combined)	$274.1K	0.2% ($274.1K/$148.0M)	QoQ- YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	3.3K	QoQ- YoY-	All Managers (Combined)	$266.3K	0.2% ($266.3K/$148.0M)	QoQ- YoY-
UNION PACIFIC CORP(UNPcusip907818108)	1.1K	QoQ- YoY-	All Managers (Combined)	$259.0K	0.2% ($259.0K/$148.0M)	QoQ- YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.8K	QoQ- YoY-	All Managers (Combined)	$255.1K	0.2% ($255.1K/$148.0M)	QoQ- YoY-
HOME DEPOT, INC.(HDcusip437076102)	637	QoQ- YoY-	All Managers (Combined)	$247.8K	0.2% ($247.8K/$148.0M)	QoQ- YoY-
ELI LILLY & Co(LLYcusip532457108)	288	QoQ- YoY-	All Managers (Combined)	$223.0K	0.2% ($223.0K/$148.0M)	QoQ- YoY-
(cusip922020805)✕	4.5K	QoQ- YoY-	All Managers (Combined)	$216.5K	0.1% ($216.5K/$148.0M)	QoQ- YoY-
ORACLE CORP(ORCLcusip68389X105)	1.3K	QoQ- YoY-	All Managers (Combined)	$211.4K	0.1% ($211.4K/$148.0M)	QoQ- YoY-