Asset Manager
← All Institutions
Peak Retirement Planning, Inc.
Market Value
$0
-100.0%
Holdings
143
-11
New Purchases
0
Added To
0
Closed
143
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 45 | $0 | 0% |
| Large Cap | 85 | $0 | 0% |
| Mid Cap | 12 | $0 | 0% |
| Small Cap | 1 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$378.3B
Median Market Cap
$78.1B
Avg P/E
33.6
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
86
# ETFs / Funds
57
Top Holdings (143 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HD | —% | — | — | — | -$634K | -1,843 | -100.0% | SOLD |
| 2 | ACN | —% | — | — | — | -$2M | -7,322 | -100.0% | SOLD |
| 3 | NFG | —% | — | — | — | -$405K | -5,064 | -100.0% | SOLD |
| 4 | DECK | —% | — | — | — | -$3M | -27,937 | -100.0% | SOLD |
| 5 | FDX | —% | — | — | — | -$208K | -720 | -100.0% | SOLD |
| 6 | XOM | —% | — | — | — | -$815K | -6,774 | -100.0% | SOLD |
| 7 | NEE | —% | — | — | — | -$308K | -3,834 | -100.0% | SOLD |
| 8 | SGOV | —% | — | — | — | -$57M | -572,280 | -100.0% | SOLD |
| 9 | VICI | —% | — | — | — | -$2M | -71,036 | -100.0% | SOLD |
| 10 | GE | —% | — | — | — | -$1M | -3,812 | -100.0% | SOLD |
| 11 | CHWY | —% | — | — | — | -$3M | -86,057 | -100.0% | SOLD |
| 12 | AVY | —% | — | — | — | -$2M | -10,754 | -100.0% | SOLD |
| 13 | MTG | —% | — | — | — | -$633K | -21,650 | -100.0% | SOLD |
| 14 | MRK | —% | — | — | — | -$2M | -20,237 | -100.0% | SOLD |
| 15 | AXP | —% | — | — | — | -$327K | -884 | -100.0% | SOLD |
| 16 | ABBV | —% | — | — | — | -$526K | -2,302 | -100.0% | SOLD |
| 17 | CL | —% | — | — | — | -$2M | -26,955 | -100.0% | SOLD |
| 18 | EOG | —% | — | — | — | -$2M | -19,332 | -100.0% | SOLD |
| 19 | RL | —% | — | — | — | -$3M | -7,856 | -100.0% | SOLD |
| 20 | MO | —% | — | — | — | -$2M | -36,261 | -100.0% | SOLD |
| 21 | VZ | —% | — | — | — | -$2M | -52,121 | -100.0% | SOLD |
| 22 | LOW | —% | — | — | — | -$397K | -1,645 | -100.0% | SOLD |
| 23 | UPS | —% | — | — | — | -$1M | -13,522 | -100.0% | SOLD |
| 24 | IBM | —% | — | — | — | -$319K | -1,076 | -100.0% | SOLD |
| 25 | GEV | —% | — | — | — | -$670K | -1,026 | -100.0% | SOLD |
| 26 | MCD | —% | — | — | — | -$220K | -719 | -100.0% | SOLD |
| 27 | CAT | —% | — | — | — | -$288K | -503 | -100.0% | SOLD |
| 28 | PINS | —% | — | — | — | -$3M | -106,401 | -100.0% | SOLD |
| 29 | CF | —% | — | — | — | -$2M | -25,976 | -100.0% | SOLD |
| 30 | JPM | —% | — | — | — | -$3M | -8,068 | -100.0% | SOLD |
| 31 | ITW | —% | — | — | — | -$2M | -8,307 | -100.0% | SOLD |
| 32 | SO | —% | — | — | — | -$321K | -3,682 | -100.0% | SOLD |
| 33 | TFC | —% | — | — | — | -$248K | -5,034 | -100.0% | SOLD |
| 34 | PG | —% | — | — | — | -$3M | -18,218 | -100.0% | SOLD |
| 35 | CAG | —% | — | — | — | -$2M | -115,744 | -100.0% | SOLD |
| 36 | V | —% | — | — | — | -$217K | -620 | -100.0% | SOLD |
| 37 | LLY | —% | — | — | — | -$691K | -643 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$3M | -25,960 | -100.0% | SOLD |
| 39 | HIMS | —% | — | — | — | -$3M | -82,567 | -100.0% | SOLD |
| 40 | USB | —% | — | — | — | -$2M | -38,008 | -100.0% | SOLD |
| 41 | GIS | —% | — | — | — | -$2M | -43,035 | -100.0% | SOLD |
| 42 | JNJ | —% | — | — | — | -$2M | -11,442 | -100.0% | SOLD |
| 43 | ELAN | —% | — | — | — | -$3M | -121,770 | -100.0% | SOLD |
| 44 | THC | —% | — | — | — | -$3M | -14,359 | -100.0% | SOLD |
| 45 | MDT | —% | — | — | — | -$210K | -2,186 | -100.0% | SOLD |
| 46 | UNH | —% | — | — | — | -$299K | -906 | -100.0% | SOLD |
| 47 | PHM | —% | — | — | — | -$3M | -23,982 | -100.0% | SOLD |
| 48 | SNA | —% | — | — | — | -$2M | -5,807 | -100.0% | SOLD |
| 49 | EXEL | —% | — | — | — | -$3M | -62,506 | -100.0% | SOLD |
| 50 | AMD | —% | — | — | — | -$221K | -1,031 | -100.0% | SOLD |
| 51 | KHC | —% | — | — | — | -$2M | -82,968 | -100.0% | SOLD |
| 52 | MPWR | —% | — | — | — | -$3M | -3,041 | -100.0% | SOLD |
| 53 | CHTR | —% | — | — | — | -$3M | -13,540 | -100.0% | SOLD |
| 54 | CME | —% | — | — | — | -$2M | -7,367 | -100.0% | SOLD |
| 55 | GILD | —% | — | — | — | -$2M | -16,607 | -100.0% | SOLD |
| 56 | AMZN | —% | — | — | — | -$2M | -6,873 | -100.0% | SOLD |
| 57 | FOXA | —% | — | — | — | -$2M | -28,344 | -100.0% | SOLD |
| 58 | FLEX | —% | — | — | — | -$3M | -45,962 | -100.0% | SOLD |
| 59 | AAPL | —% | — | — | — | -$4M | -13,873 | -100.0% | SOLD |
| 60 | BND | —% | — | — | — | -$667K | -9,001 | -100.0% | SOLD |
| 61 | KMB | —% | — | — | — | -$2M | -20,187 | -100.0% | SOLD |
| 62 | IGSB | —% | — | — | — | -$460K | -8,695 | -100.0% | SOLD |
| 63 | MGK | —% | — | — | — | -$514K | -1,245 | -100.0% | SOLD |
| 64 | VEA | —% | — | — | — | -$23M | -366,490 | -100.0% | SOLD |
| 65 | AEP | —% | — | — | — | -$960K | -8,325 | -100.0% | SOLD |
| 66 | USHY | —% | — | — | — | -$278K | -7,440 | -100.0% | SOLD |
| 67 | MMSI | —% | — | — | — | -$3M | -32,472 | -100.0% | SOLD |
| 68 | DGRO | —% | — | — | — | -$291K | -4,187 | -100.0% | SOLD |
| 69 | MU | —% | — | — | — | -$3M | -10,880 | -100.0% | SOLD |
| 70 | AVUS | —% | — | — | — | -$208K | -1,865 | -100.0% | SOLD |
| 71 | PRK | —% | — | — | — | -$295K | -1,940 | -100.0% | SOLD |
| 72 | SPPP | —% | — | — | — | -$235K | -13,928 | -100.0% | SOLD |
| 73 | IUSV | —% | — | — | — | -$393K | -3,832 | -100.0% | SOLD |
| 74 | IVV | —% | — | — | — | -$830K | -1,211 | -100.0% | SOLD |
| 75 | PANW | —% | — | — | — | -$3M | -15,486 | -100.0% | SOLD |
| 76 | CMCSA | —% | — | — | — | -$2M | -67,834 | -100.0% | SOLD |
| 77 | PEP | —% | — | — | — | -$2M | -14,895 | -100.0% | SOLD |
| 78 | RSP | —% | — | — | — | -$1M | -6,903 | -100.0% | SOLD |
| 79 | TROW | —% | — | — | — | -$2M | -19,713 | -100.0% | SOLD |
| 80 | VTI | —% | — | — | — | -$6M | -17,081 | -100.0% | SOLD |
| 81 | VBR | —% | — | — | — | -$7M | -34,743 | -100.0% | SOLD |
| 82 | VTV | —% | — | — | — | -$6M | -32,383 | -100.0% | SOLD |
| 83 | VTIP | —% | — | — | — | -$424K | -8,567 | -100.0% | SOLD |
| 84 | VB | —% | — | — | — | -$1M | -5,782 | -100.0% | SOLD |
| 85 | XLF | —% | — | — | — | -$380K | -6,930 | -100.0% | SOLD |
| 86 | XLY | —% | — | — | — | -$611K | -5,119 | -100.0% | SOLD |
| 87 | VGT | —% | — | — | — | -$926K | -1,228 | -100.0% | SOLD |
| 88 | APP | —% | — | — | — | -$3M | -4,201 | -100.0% | SOLD |
| 89 | META | —% | — | — | — | -$932K | -1,411 | -100.0% | SOLD |
| 90 | BSCQ | —% | — | — | — | -$351K | -17,922 | -100.0% | SOLD |
| 91 | VTEB | —% | — | — | — | -$585K | -11,630 | -100.0% | SOLD |
| 92 | NBIX | —% | — | — | — | -$3M | -19,617 | -100.0% | SOLD |
| 93 | FELC | —% | — | — | — | -$482K | -12,619 | -100.0% | SOLD |
| 94 | IWV | —% | — | — | — | -$203K | -524 | -100.0% | SOLD |
| 95 | SCHD | —% | — | — | — | -$295K | -10,754 | -100.0% | SOLD |
| 96 | PFF | —% | — | — | — | -$206K | -6,653 | -100.0% | SOLD |
| 97 | VIG | —% | — | — | — | -$2M | -9,251 | -100.0% | SOLD |
| 98 | UTHR | —% | — | — | — | -$3M | -5,581 | -100.0% | SOLD |
| 99 | SPY | —% | — | — | — | -$1M | -1,884 | -100.0% | SOLD |
| 100 | VV | —% | — | — | — | -$802K | -2,547 | -100.0% | SOLD |