Peak Retirement Planning, Inc.

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Columbus, OH
CIK: 0002056697
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	96	147,981	SGOV, VOO, QQQ, XLF	13F-HR	2/20/2025	000205669725000001