Peak Retirement Planning, Inc. 13F Holdings

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Disclosed positions

Peak Retirement Planning, Inc.: source evidence dated 2026-08-11T03:59:59.999Z.

Issuer: iShares 0-3 Month Treasury Bond ETF
Ticker: SGOV
Class: Exchange Traded Fund
Reported value: $65,819,057
Reported amount: 653,810
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002056697-26-000003

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Disclosed positions

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iShares 0-3 Month Treasury Bond ETF	SGOV	Exchange Traded Fund	$65,819,057	653,810	SH	None
Invesco QQQ Trust, Series 1	QQQ	Exchange Traded Fund	$34,651,395	47,055	SH	None
Vanguard FTSE Developed Markets ETF	VEA	Exchange Traded Fund	$28,718,182	403,062	SH	None
Vanguard FTSE Emerging Markets ETF	VWO	Exchange Traded Fund	$18,944,712	317,385	SH	None
State Street Health Care Select Sector SPDR ETF	XLV	Exchange Traded Fund	$18,420,837	116,103	SH	None
Vanguard Morningstar Small-Cap Growth ETF	VBK	Exchange Traded Fund	$17,506,388	47,871	SH	None
State Street Energy Select Sector SPDR ETF	XLE	Exchange Traded Fund	$17,499,881	329,503	SH	None
State Street Consumer Discretionary Select Sector SPDR ETF	XLY	Exchange Traded Fund	$17,150,956	146,239	SH	None
State Street Real Estate Select Sector SPDR ETF	XLRE	Exchange Traded Fund	$17,029,320	386,766	SH	None
State Street Communication Services Select Sector SPDR ETF	XLC	Exchange Traded Fund	$16,688,577	155,779	SH	None
Vanguard Morningstar Small-Cap Value ETF	VBR	Exchange Traded Fund	$13,730,105	56,505	SH	None
Vanguard Morningstar Value ETF	VTV	Exchange Traded Fund	$13,616,124	62,479	SH	None
Vanguard Morningstar Growth ETF	VUG	Exchange Traded Fund	$13,473,566	156,415	SH	None
Vanguard Morningstar Mid-Cap Value ETF	VOE	Exchange Traded Fund	$11,368,250	57,532	SH	None
Vanguard S&P 500 ETF	VOO	Exchange Traded Fund	$11,239,224	16,364	SH	None
NVIDIA Corporation - Common Stock	NVDA	Common Stock	$10,857,769	54,264	SH	None
Vanguard Morningstar Small-Cap ETF	VB	Exchange Traded Fund	$10,683,749	35,246	SH	None
Alphabet Inc. - Class A Common Stock	GOOGL	Common Stock	$7,022,587	19,651	SH	None
Vanguard Real Estate ETF	VNQ	Exchange Traded Fund	$6,897,136	71,525	SH	None
Micron Technology, Inc. - Common Stock	MU	Common Stock	$6,865,272	5,948	SH	None
Microsoft Corporation - Common Stock	MSFT	Common Stock	$6,223,296	16,684	SH	None
Eli Lilly and Company Common Stock	LLY	Common Stock	$6,064,308	5,056	SH	None
Advanced Micro Devices, Inc. - Common Stock	AMD	Common Stock	$5,909,088	10,172	SH	None
Apple Inc. - Common Stock	AAPL	Common Stock	$5,300,702	18,319	SH	None
Halozyme Therapeutics, Inc. - Common Stock	HALO	Common Stock	$5,285,028	67,523	SH	None
Tenet Healthcare Corporation Common Stock	THC	Common Stock	$5,198,791	27,789	SH	None
Exelixis, Inc. - Common Stock	EXEL	Common Stock	$5,136,681	94,407	SH	None
Merit Medical Systems, Inc. - Common Stock	MMSI	Common Stock	$5,131,743	74,008	SH	None
Visa Inc.	V	Common Stock	$5,074,570	14,791	SH	None
Broadcom Inc. - Common Stock	AVGO	Common Stock	$5,055,772	13,384	SH	None
Flex Ltd. - Ordinary Shares	FLEX	Common Stock	$5,055,193	31,191	SH	None
Neurocrine Biosciences, Inc. - Common Stock	NBIX	Common Stock	$5,011,156	29,734	SH	None
Ralph Lauren Corporation Common Stock	RL	Common Stock	$4,986,637	12,423	SH	None
Meta Platforms, Inc. - Class A Common Stock	META	Common Stock	$4,836,941	8,587	SH	None
Toast, Inc. Class A Common Stock	TOST	Common Stock	$4,831,715	173,678	SH	None
Insulet Corporation - Common Stock	PODD	Common Stock	$4,767,181	31,312	SH	None
Elanco Animal Health Incorporated Common Stock	ELAN	Common Stock	$4,722,580	191,897	SH	None
Universal Health Services, Inc. Common Stock	UHS	Common Stock	$4,652,089	31,287	SH	None
United Therapeutics Corporation - Common Stock	UTHR	Common Stock	$4,545,649	8,389	SH	None
Vanguard Morningstar Total Stock Market ETF	VTI	Exchange Traded Fund	$4,265,103	11,526	SH	None
Applovin Corporation - Class A Common Stock	APP	Common Stock	$4,250,725	8,250	SH	None
Chewy, Inc. Class A Common Stock	CHWY	Common Stock	$4,206,675	214,080	SH	None
Vanguard Morningstar Mid-Cap Growth ETF	VOT	Exchange Traded Fund	$4,069,262	13,285	SH	None
Monolithic Power Systems, Inc. - Common Stock	MPWR	Common Stock	$4,052,142	2,931	SH	None
Johnson & Johnson Common Stock	JNJ	Common Stock	$4,043,983	15,923	SH	None
Procter & Gamble Company (The) Common Stock	PG	Common Stock	$3,974,321	27,103	SH	None
Merck & Company, Inc. Common Stock (new)	MRK	Common Stock	$3,758,369	29,248	SH	None
Zoom Communications, Inc. - Class A Common Stock	ZM	Common Stock	$3,703,863	42,913	SH	None
Kimberly-Clark Corporation - Common Stock	KMB	Common Stock	$3,627,582	33,047	SH	None
Colgate-Palmolive Company Common Stock	CL	Common Stock	$3,524,513	38,444	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.