StockDriftsStockDriftsTop 50 Peak Retirement Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond | 13.4% | 667.5K | $67.2M | +16.64%(+95.23K) | $100.58(-0.14%) | 2026-03-31 | |
| VEA | Vanguard FTSE Developed Markets | 5.72% | 447.6K | $28.7M | +22.14%(+81.15K) | $58.34(+21.38%) | 2026-03-31 | |
| VWO | Vanguard FTSE Emerging Markets | 4.67% | 433.6K | $23.4M | +20.24%(+72.99K) | $51.41(+14.84%) | 2026-03-31 | |
| TIPX | SPDR Gold MiniShares | 3.51% | 190.1K | $17.6M | new | $19.14(-2.06%) | 2026-03-31 | |
| XLE | State Street Energy Select Sector SPDR | 3.21% | 262.7K | $16.1M | +11.22%(+26.50K) | $45.53(+16.90%) | 2026-03-31 | |
| XLB | State Street Materials Select Sector SPDR | 2.63% | 264.0K | $13.2M | +14.27%(+32.96K) | $44.73(+16.27%) | 2026-03-31 | |
| XLC | State Street Communication Services Select Sector SPDR | 2.56% | 115.7K | $12.8M | +28.12%(+25.40K) | $102.92(+6.49%) | 2026-03-31 | |
| XLP | State Street Consumer Staples Select Sector SPDR | 2.53% | 154.7K | $12.7M | +21.44%(+27.31K) | $78.39(+8.42%) | 2026-03-31 | |
| XLV | State Street Health Care Select Sector SPDR | 2.49% | 85.2K | $12.5M | new | $143.51(+14.10%) | 2026-03-31 | |
| QQQ | Invesco QQQ | 2.42% | 21.0K | $12.1M | -46.77%(-18.46K) | $603.77(+18.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.45% | +20.63% |
| Top 20 Holdings Unweighted | +7.11% | +22.87% |
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