Sponsored

The Analysis of Peak Retirement Planning, Inc.'s Holdings & P&L

Currently, Peak Retirement Planning, Inc. holds 152 types of securities in its portfolio with a total value $501.5M. In the most recent quarter, they have increased their positions in TIPX (+190.1K shares, valued at $17.6M), XLV (+85.2K shares, valued at $12.5M), SGOV (+95.2K shares, valued at $9.6M); decreased their positions in N/A (-18.5K shares, valued at $10.7M), XLRE (-244.8K shares, valued at $10.0M), N/A (-6.3K shares, valued at $3.8M); initiated new positions in TIPX (+190.1K shares, valued at $17.6M), XLV (+85.2K shares, valued at $12.5M), HALO (+46.6K shares, valued at $3.0M).

1M P&L

+9.6M+2.53%

3M P&L

-56.2M-12.63%

HY P&L

-34.4M-8.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A237.1M

62.9%

2Semiconductors12.4M

3.3%

3Household & Personal Products9.5M

2.5%

Top Industries by Stock Count

1N/A54 stocks

40.9%

2Household & Personal Products4 stocks

3.0%

3Semiconductors4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV iShares 0-3 Month Treasury Bond667.5K shares16.64%2026-03-312026-05-11

VEA Vanguard FTSE Developed Markets447.6K shares22.14%2026-03-312026-05-11

VWO Vanguard FTSE Emerging Markets433.6K shares20.24%2026-03-312026-05-11

TIPX SPDR Gold MiniShares190.1K sharesnew addition2026-03-312026-05-11

XLE State Street Energy Select Sector SPDR262.7K shares11.22%2026-03-312026-05-11

XLB State Street Materials Select Sector SPDR264.0K shares14.27%2026-03-312026-05-11

XLC State Street Communication Services Select Sector SPDR115.7K shares28.12%2026-03-312026-05-11

XLP State Street Consumer Staples Select Sector SPDR154.7K shares21.44%2026-03-312026-05-11

Sponsored

XLV State Street Health Care Select Sector SPDR85.2K sharesnew addition2026-03-312026-05-11

Invesco QQQ Invesco QQQ21.0K shares-46.77%2026-03-312026-05-11

VBR Vanguard Small-Cap Value50.2K shares44.52%2026-03-312026-05-11

VBK Vanguard Small-Cap Growth35.8K shares117.95%2026-03-312026-05-11

VTV Vanguard Value50.0K shares54.30%2026-03-312026-05-11

VOE Vanguard Mid-Cap Value51.1K shares96.95%2026-03-312026-05-11

VB Vanguard Small-Cap34.5K shares497.25%2026-03-312026-05-11

VUG Vanguard Growth18.8K shares-19.64%2026-03-312026-05-11

Sponsored

NVDA NVIDIA Corporation39.3K shares16.67%2026-03-312026-05-11

VO Vanguard Mid-Cap22.5K shares315.92%2026-03-312026-05-11

BND Vanguard Total Bond Market68.1K shares656.05%2026-03-312026-05-11

VNQ Vanguard Real Estate53.7K shares13.08%2026-03-312026-05-11

MSFT Microsoft Corporation12.7K shares25.08%2026-03-312026-05-11

VOT Vanguard Mid-Cap Growth18.2K shares8.56%2026-03-312026-05-11

Alphabet Inc. Alphabet Inc.15.3K shares24.33%2026-03-312026-05-11

Vanguard S&P 500 Vanguard S&P 5007.2K shares-47.00%2026-03-312026-05-11

Sponsored

HIMS Hims & Hers Health, Inc.198.4K shares140.32%2026-03-312026-05-11

Broadcom Inc. Broadcom Inc.13.1K shares30.39%2026-03-312026-05-11

VTI Vanguard Total Stock Market12.5K shares-27.05%2026-03-312026-05-11

UTHR United Therapeutics Corporation6.6K shares18.22%2026-03-312026-05-11

LLY Eli Lilly and Company4.1K shares532.35%2026-03-312026-05-11

AAPL Apple Inc.14.6K shares5.59%2026-03-312026-05-11

ZM Zoom Communications, Inc.44.9K shares37.77%2026-03-312026-05-11

EXEL Exelixis, Inc.82.1K shares31.38%2026-03-312026-05-11

Sponsored

FLEX Flex Ltd.53.8K shares17.02%2026-03-312026-05-11

MPWR Monolithic Power Systems, Inc.3.2K shares3.98%2026-03-312026-05-11

CHWY Chewy, Inc.125.7K shares46.12%2026-03-312026-05-11

NBIX Neurocrine Biosciences, Inc.25.6K shares30.53%2026-03-312026-05-11

ABT Abbott Laboratories31.5K shares21.15%2026-03-312026-05-11

ELAN Elanco Animal Health Incorporated134.6K shares10.54%2026-03-312026-05-11

MU Micron Technology, Inc.9.5K shares-12.59%2026-03-312026-05-11

RL Ralph Lauren Corporation9.3K shares18.39%2026-03-312026-05-11

Sponsored

DECK Deckers Outdoor Corporation31.1K shares11.31%2026-03-312026-05-11

MMSI Merit Medical Systems, Inc.45.1K shares39.02%2026-03-312026-05-11

APP Applovin Corporation7.8K shares84.65%2026-03-312026-05-11

PHM PulteGroup, Inc.26.2K shares9.07%2026-03-312026-05-11

HALO Halozyme Therapeutics, Inc.46.6K sharesnew addition2026-03-312026-05-11

TOST Toast, Inc.113.5K sharesnew addition2026-03-312026-05-11

PODD Insulet Corporation13.9K shares42.61%2026-03-312026-05-11

JNJ Johnson & Johnson11.7K shares2.67%2026-03-312026-05-11

Sponsored

CF CF Industries Holdings, Inc.22.0K shares-15.20%2026-03-312026-05-11

PG Procter & Gamble Company (The)19.6K shares7.55%2026-03-312026-05-11

THC Tenet Healthcare Corporation14.5K shares0.79%2026-03-312026-05-11

EOG EOG Resources, Inc.18.5K shares-4.29%2026-03-312026-05-11

JPM JP Morgan Chase & Co.9.0K shares12.00%2026-03-312026-05-11

Merck & Company, Inc. Merck & Company, Inc.21.6K shares6.73%2026-03-312026-05-11

VZ Verizon Communications Inc.49.9K shares-4.25%2026-03-312026-05-11

Berkshire Hathaway Inc. Berkshire Hathaway Inc.5.2K shares-7.59%2026-03-312026-05-11

Sponsored

PEP PepsiCo, Inc.15.7K shares5.68%2026-03-312026-05-11

FOXA Fox Corporation41.1K shares45.01%2026-03-312026-05-11

MO Altria Group, Inc.36.2K shares-0.18%2026-03-312026-05-11

TROW T. Rowe Price Group, Inc.25.7K shares30.37%2026-03-312026-05-11

GILD Gilead Sciences, Inc.16.6K shares-0.10%2026-03-312026-05-11

SNA Snap-On Incorporated6.3K shares8.30%2026-03-312026-05-11

CL Colgate-Palmolive Company26.8K shares-0.72%2026-03-312026-05-11

VIG Vanguard Div Appreciation10.6K shares14.32%2026-03-312026-05-11

Sponsored

CME CME Group Inc.7.7K shares4.40%2026-03-312026-05-11

ITW Illinois Tool Works Inc.8.7K shares4.23%2026-03-312026-05-11

KHC The Kraft Heinz Company100.0K shares20.59%2026-03-312026-05-11

CBOE Cboe Global Markets, Inc.8.0K shares-0.14%2026-03-312026-05-11

KMB Kimberly-Clark Corporation23.1K shares14.62%2026-03-312026-05-11

Accenture plc Accenture plc11.1K shares51.48%2026-03-312026-05-11

CMCSA Comcast Corporation76.3K shares12.45%2026-03-312026-05-11

VICI VICI Properties Inc.78.9K shares11.01%2026-03-312026-05-11

Sponsored

AVY Avery Dennison Corporation12.2K shares13.71%2026-03-312026-05-11

XOM Exxon Mobil Corporation12.0K shares77.35%2026-03-312026-05-11

AOS A.O. Smith Corporation30.7K sharesnew addition2026-03-312026-05-11

GIS General Mills, Inc.53.9K shares25.26%2026-03-312026-05-11

CAG ConAgra Brands, Inc.127.3K shares9.96%2026-03-312026-05-11

AMZN Amazon.com, Inc.7.8K shares13.46%2026-03-312026-05-11

SPY State Street SPDR S&P 5002.5K shares31.05%2026-03-312026-05-11

Invesco S&P 500 Equal Weight Invesco S&P 500 Equal Weight8.0K shares16.27%2026-03-312026-05-11

Sponsored

AEP American Electric Power Company, Inc.10.7K shares28.50%2026-03-312026-05-11

UPS United Parcel Service, Inc.13.6K shares0.27%2026-03-312026-05-11

GE Aerospace GE Aerospace4.0K shares4.59%2026-03-312026-05-11

VYM Vanguard High Dividend Yield7.5K shares-4.98%2026-03-312026-05-11

VTEB Vanguard Tax-Exempt Bond19.6K shares68.56%2026-03-312026-05-11

GEV GE Vernova Inc.1.1K shares4.39%2026-03-312026-05-11

IVV iShares Core S&P 5001.4K shares15.28%2026-03-312026-05-11

VXUS Vanguard Total International Stock11.1K shares6.56%2026-03-312026-05-11

Sponsored

VGT Vanguard Information Tech1.2K shares-4.89%2026-03-312026-05-11

TSLA Tesla, Inc.2.1K shares56.51%2026-03-312026-05-11

SLV iShares Silver11.2K shares12.75%2026-03-312026-05-11

META Meta Platforms, Inc.1.3K shares-8.65%2026-03-312026-05-11

HD Home Depot, Inc. (The)2.0K shares6.57%2026-03-312026-05-11

MTG MGIC Investment Corporation21.5K shares-0.78%2026-03-312026-05-11

ABBV AbbVie Inc.2.4K shares4.60%2026-03-312026-05-11

IEFA iShares Core MSCI EAFE5.6K shares25.92%2026-03-312026-05-11

Sponsored

VGIT Vanguard Intermediate-Term Treasury8.3K shares33.09%2026-03-312026-05-11

VV Vanguard Large-Cap1.7K shares-35.02%2026-03-312026-05-11

NFG National Fuel Gas Company5.1K shares0.00%2026-03-312026-05-11

WFC Wells Fargo & Company5.9K shares-13.98%2026-03-312026-05-11

FELC Fidelity Enhanced Large Cap Core12.7K shares0.28%2026-03-312026-05-11

Alphabet Inc. Alphabet Inc.1.6K shares20.56%2026-03-312026-05-11

XLRE State Street Real Estate Select Sector SPDR10.9K shares-95.72%2026-03-312026-05-11

CAT Caterpillar, Inc.594 shares18.09%2026-03-312026-05-11

Sponsored

XLI State Street Industrial Select Sector SPDR2.5K sharesnew addition2026-03-312026-05-11

MGK Vanguard Mega Cap Growth1.1K shares-10.92%2026-03-312026-05-11

NEE NextEra Energy, Inc.4.3K shares11.09%2026-03-312026-05-11

IUSV iShares Core S&P U.S. Value3.8K shares-0.16%2026-03-312026-05-11

IVW iShares S&P 500 Growth3.4K shares5.75%2026-03-312026-05-11

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund7.7K shares-10.34%2026-03-312026-05-11

CMF iShares California Muni Bond6.3K sharesnew addition2026-03-312026-05-11

IGSB iShares 1-5 Year Investment Grade Corporate Bond6.9K shares-21.15%2026-03-312026-05-11

Sponsored

SO Southern Company (The)3.7K shares1.03%2026-03-312026-05-11

BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND17.9K shares0.00%2026-03-312026-05-11

PLTR Palantir Technologies Inc.2.4K shares97.68%2026-03-312026-05-11

XLY State Street Consumer Discretionary Select Sector SPDR3.2K shares-38.33%2026-03-312026-05-11

XLF State Street Financial Select Sector SPDR7.0K shares0.40%2026-03-312026-05-11

SCHD Schwab US Dividend Equity10.8K shares0.77%2026-03-312026-05-11

GLD SPDR Gold756 shares8.46%2026-03-312026-05-11

DFAC Dimensional U.S. Core Equity 28.2K shares0.26%2026-03-312026-05-11

Sponsored

PRK Park National Corporation2.0K shares0.67%2026-03-312026-05-11

WMT Walmart Inc.2.6K shares12.60%2026-03-312026-05-11

IBM International Business Machines Corporation1.3K shares17.57%2026-03-312026-05-11

CVX Chevron Corporation1.5K sharesnew addition2026-03-312026-05-11

VCIT Vanguard Intermediate-Term Corporate Bond3.6K shares44.05%2026-03-312026-05-11

LOW Lowe's Companies, Inc.1.3K shares-23.47%2026-03-312026-05-11

AXP American Express Company958 shares8.37%2026-03-312026-05-11

SUSL iShares ESG MSCI USA Leaders2.5K sharesnew addition2026-03-312026-05-11

Sponsored

PCAR PACCAR Inc.2.4K shares3.04%2026-03-312026-05-11

SPYM State Street SPDR Portfolio S&P 5003.7K shares-0.46%2026-03-312026-05-11

ORCL Oracle Corporation1.9K shares15.31%2026-03-312026-05-11

FDX FedEx Corporation741 shares2.92%2026-03-312026-05-11

UNH UnitedHealth Group Incorporated925 shares2.10%2026-03-312026-05-11

MCD McDonald's Corporation799 shares11.13%2026-03-312026-05-11

XVV iShares ESG Select Screened S&P 5004.9K sharesnew addition2026-03-312026-05-11

NOC Northrop Grumman Corporation354 sharesnew addition2026-03-312026-05-11

Sponsored

VRT Vertiv Holdings, LLC953 sharesnew addition2026-03-312026-05-11

IUSG iShares Core S&P U.S. Growth1.5K sharesnew addition2026-03-312026-05-11

PYLD PIMCO MULTISECTOR BOND9.1K shares-5.38%2026-03-312026-05-11

VTEC Vanguard California Tax-Exempt Bond2.3K sharesnew addition2026-03-312026-05-11

SHYG iShares 0-5 Year High Yield Corporate Bond5.5K shares-0.91%2026-03-312026-05-11

DGRO iShares Core Dividend Growth3.2K shares-23.14%2026-03-312026-05-11

TSM Taiwan Semiconductor Manufacturing Company Ltd.654 sharesnew addition2026-03-312026-05-11

Duke Energy Corporation (Holding Company) Duke Energy Corporation (Holding Company)1.7K sharesnew addition2026-03-312026-05-11

Sponsored

NORTHERN STOCK INDEX NORTHERN STOCK INDEX3.3K sharesnew addition2026-03-312026-05-11

MS Morgan Stanley1.3K sharesnew addition2026-03-312026-05-11

PM Philip Morris International Inc1.3K sharesnew addition2026-03-312026-05-11

BNDX Vanguard Total International Bond4.3K sharesnew addition2026-03-312026-05-11

RTX RTX Corporation1.1K sharesnew addition2026-03-312026-05-11

PFF iShares Preferred and Income Securities6.7K shares0.51%2026-03-312026-05-11

COST Costco Wholesale Corporation202 sharesnew addition2026-03-312026-05-11

SPYG State Street SPDR Portfolio S&P 500 Growth2.0K sharesnew addition2026-03-312026-05-11

Sponsored

SGOV

iShares 0-3 Month Treasury Bond

16.64%

Shares667.5K

Event2026-03-31

Filed2026-05-11

VEA

Vanguard FTSE Developed Markets

22.14%

Shares447.6K

Event2026-03-31

Filed2026-05-11

VWO

Vanguard FTSE Emerging Markets

20.24%

Shares433.6K

Event2026-03-31

Filed2026-05-11

TIPX

SPDR Gold MiniShares

New

Shares190.1K

Event2026-03-31

Filed2026-05-11

XLE

State Street Energy Select Sector SPDR

11.22%

Shares262.7K

Event2026-03-31

Filed2026-05-11

XLB

State Street Materials Select Sector SPDR

14.27%

Shares264.0K

Event2026-03-31

Filed2026-05-11

XLC

State Street Communication Services Select Sector SPDR

28.12%

Shares115.7K

Event2026-03-31

Filed2026-05-11

XLP

State Street Consumer Staples Select Sector SPDR

21.44%

Shares154.7K

Event2026-03-31

Filed2026-05-11

XLV

State Street Health Care Select Sector SPDR

New

Shares85.2K

Event2026-03-31

Filed2026-05-11

Invesco QQQ

-46.77%

Shares21.0K

Event2026-03-31

Filed2026-05-11

VBR

Vanguard Small-Cap Value

44.52%

Shares50.2K

Event2026-03-31

Filed2026-05-11

VBK

Vanguard Small-Cap Growth

117.95%

Shares35.8K

Event2026-03-31

Filed2026-05-11

VTV

Vanguard Value

54.30%

Shares50.0K

Event2026-03-31

Filed2026-05-11

VOE

Vanguard Mid-Cap Value

96.95%

Shares51.1K

Event2026-03-31

Filed2026-05-11

Vanguard Small-Cap

497.25%

Shares34.5K

Event2026-03-31

Filed2026-05-11

VUG

Vanguard Growth

-19.64%

Shares18.8K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA Corporation

16.67%

Shares39.3K

Event2026-03-31

Filed2026-05-11

Vanguard Mid-Cap

315.92%

Shares22.5K

Event2026-03-31

Filed2026-05-11

BND

Vanguard Total Bond Market

656.05%

Shares68.1K

Event2026-03-31

Filed2026-05-11

VNQ

Vanguard Real Estate

13.08%

Shares53.7K

Event2026-03-31

Filed2026-05-11

MSFT

Microsoft Corporation

25.08%

Shares12.7K

Event2026-03-31

Filed2026-05-11

VOT

Vanguard Mid-Cap Growth

8.56%

Shares18.2K

Event2026-03-31

Filed2026-05-11

Alphabet Inc.

24.33%

Shares15.3K

Event2026-03-31

Filed2026-05-11

Vanguard S&P 500

-47.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

HIMS

Hims & Hers Health, Inc.

140.32%

Shares198.4K

Event2026-03-31

Filed2026-05-11

Broadcom Inc.

30.39%

Shares13.1K

Event2026-03-31

Filed2026-05-11

VTI

Vanguard Total Stock Market

-27.05%

Shares12.5K

Event2026-03-31

Filed2026-05-11

UTHR

United Therapeutics Corporation

18.22%

Shares6.6K

Event2026-03-31

Filed2026-05-11

LLY

Eli Lilly and Company

532.35%

Shares4.1K

Event2026-03-31

Filed2026-05-11

AAPL

Apple Inc.

5.59%

Shares14.6K

Event2026-03-31

Filed2026-05-11

Zoom Communications, Inc.

37.77%

Shares44.9K

Event2026-03-31

Filed2026-05-11

EXEL

Exelixis, Inc.

31.38%

Shares82.1K

Event2026-03-31

Filed2026-05-11

FLEX

Flex Ltd.

17.02%

Shares53.8K

Event2026-03-31

Filed2026-05-11

MPWR

Monolithic Power Systems, Inc.

3.98%

Shares3.2K

Event2026-03-31

Filed2026-05-11

CHWY

Chewy, Inc.

46.12%

Shares125.7K

Event2026-03-31

Filed2026-05-11

NBIX

Neurocrine Biosciences, Inc.

30.53%

Shares25.6K

Event2026-03-31

Filed2026-05-11

ABT

Abbott Laboratories

21.15%

Shares31.5K

Event2026-03-31

Filed2026-05-11

ELAN

Elanco Animal Health Incorporated

10.54%

Shares134.6K

Event2026-03-31

Filed2026-05-11

Micron Technology, Inc.

-12.59%

Shares9.5K

Event2026-03-31

Filed2026-05-11

Ralph Lauren Corporation

18.39%

Shares9.3K

Event2026-03-31

Filed2026-05-11

DECK

Deckers Outdoor Corporation

11.31%

Shares31.1K

Event2026-03-31

Filed2026-05-11

MMSI

Merit Medical Systems, Inc.

39.02%

Shares45.1K

Event2026-03-31

Filed2026-05-11

APP

Applovin Corporation

84.65%

Shares7.8K

Event2026-03-31

Filed2026-05-11

PHM

PulteGroup, Inc.

9.07%

Shares26.2K

Event2026-03-31

Filed2026-05-11

HALO

Halozyme Therapeutics, Inc.

New

Shares46.6K

Event2026-03-31

Filed2026-05-11

TOST

Toast, Inc.

New

Shares113.5K

Event2026-03-31

Filed2026-05-11

PODD

Insulet Corporation

42.61%

Shares13.9K

Event2026-03-31

Filed2026-05-11

JNJ

Johnson & Johnson

2.67%

Shares11.7K

Event2026-03-31

Filed2026-05-11

CF Industries Holdings, Inc.

-15.20%

Shares22.0K

Event2026-03-31

Filed2026-05-11

Procter & Gamble Company (The)

7.55%

Shares19.6K

Event2026-03-31

Filed2026-05-11

THC

Tenet Healthcare Corporation

0.79%

Shares14.5K

Event2026-03-31

Filed2026-05-11

EOG

EOG Resources, Inc.

-4.29%

Shares18.5K

Event2026-03-31

Filed2026-05-11

JPM

JP Morgan Chase & Co.

12.00%

Shares9.0K

Event2026-03-31

Filed2026-05-11

Merck & Company, Inc.

6.73%

Shares21.6K

Event2026-03-31

Filed2026-05-11

Verizon Communications Inc.

-4.25%

Shares49.9K

Event2026-03-31

Filed2026-05-11

Berkshire Hathaway Inc.

-7.59%

Shares5.2K

Event2026-03-31

Filed2026-05-11

PEP

PepsiCo, Inc.

5.68%

Shares15.7K

Event2026-03-31

Filed2026-05-11

FOXA

Fox Corporation

45.01%

Shares41.1K

Event2026-03-31

Filed2026-05-11

Altria Group, Inc.

-0.18%

Shares36.2K

Event2026-03-31

Filed2026-05-11

TROW

T. Rowe Price Group, Inc.

30.37%

Shares25.7K

Event2026-03-31

Filed2026-05-11

GILD

Gilead Sciences, Inc.

-0.10%

Shares16.6K

Event2026-03-31

Filed2026-05-11

SNA

Snap-On Incorporated

8.30%

Shares6.3K

Event2026-03-31

Filed2026-05-11

Colgate-Palmolive Company

-0.72%

Shares26.8K

Event2026-03-31

Filed2026-05-11

VIG

Vanguard Div Appreciation

14.32%

Shares10.6K

Event2026-03-31

Filed2026-05-11

CME

CME Group Inc.

4.40%

Shares7.7K

Event2026-03-31

Filed2026-05-11

ITW

Illinois Tool Works Inc.

4.23%

Shares8.7K

Event2026-03-31

Filed2026-05-11

KHC

The Kraft Heinz Company

20.59%

Shares100.0K

Event2026-03-31

Filed2026-05-11

CBOE

Cboe Global Markets, Inc.

-0.14%

Shares8.0K

Event2026-03-31

Filed2026-05-11

KMB

Kimberly-Clark Corporation

14.62%

Shares23.1K

Event2026-03-31

Filed2026-05-11

Accenture plc

51.48%

Shares11.1K

Event2026-03-31

Filed2026-05-11

CMCSA

Comcast Corporation

12.45%

Shares76.3K

Event2026-03-31

Filed2026-05-11

VICI

VICI Properties Inc.

11.01%

Shares78.9K

Event2026-03-31

Filed2026-05-11

AVY

Avery Dennison Corporation

13.71%

Shares12.2K

Event2026-03-31

Filed2026-05-11

XOM

Exxon Mobil Corporation

77.35%

Shares12.0K

Event2026-03-31

Filed2026-05-11

AOS

A.O. Smith Corporation

New

Shares30.7K

Event2026-03-31

Filed2026-05-11

GIS

General Mills, Inc.

25.26%

Shares53.9K

Event2026-03-31

Filed2026-05-11

CAG

ConAgra Brands, Inc.

9.96%

Shares127.3K

Event2026-03-31

Filed2026-05-11

AMZN

Amazon.com, Inc.

13.46%

Shares7.8K

Event2026-03-31

Filed2026-05-11

SPY

State Street SPDR S&P 500

31.05%

Shares2.5K

Event2026-03-31

Filed2026-05-11

Invesco S&P 500 Equal Weight

16.27%

Shares8.0K

Event2026-03-31

Filed2026-05-11

AEP

American Electric Power Company, Inc.

28.50%

Shares10.7K

Event2026-03-31

Filed2026-05-11

UPS

United Parcel Service, Inc.

0.27%

Shares13.6K

Event2026-03-31

Filed2026-05-11

GE Aerospace

4.59%

Shares4.0K

Event2026-03-31

Filed2026-05-11

VYM

Vanguard High Dividend Yield

-4.98%

Shares7.5K

Event2026-03-31

Filed2026-05-11

VTEB

Vanguard Tax-Exempt Bond

68.56%

Shares19.6K

Event2026-03-31

Filed2026-05-11

GEV

GE Vernova Inc.

4.39%

Shares1.1K

Event2026-03-31

Filed2026-05-11

IVV

iShares Core S&P 500

15.28%

Shares1.4K

Event2026-03-31

Filed2026-05-11

VXUS

Vanguard Total International Stock

6.56%

Shares11.1K

Event2026-03-31

Filed2026-05-11

VGT

Vanguard Information Tech

-4.89%

Shares1.2K

Event2026-03-31

Filed2026-05-11

TSLA

Tesla, Inc.

56.51%

Shares2.1K

Event2026-03-31

Filed2026-05-11

SLV

iShares Silver

12.75%

Shares11.2K

Event2026-03-31

Filed2026-05-11