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Peak Retirement Planning, Inc.

Q1 2026 Holdings

Filed 2026-05-11 | 152 holdings | $501.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Ftse Developed Markets(VEA)Exchange Traded Fund921943858$28.7M447,6385.7%
iShares 0-3 Month Treasury Bond(SGOV)Exchange Traded Fund46436E718$67.2M667,51513.4%
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