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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056697

Peak Retirement Planning, Inc.

COLUMBUS, OH · File #028-25389

Latest AUM
$427.1M
Positions
145
Top-10 Concentration
55.9%
Filings
5

Sector Allocation

Technology
7.6%$32.4M
Financials
7.3%$31.0M
Healthcare
6.5%$27.6M
Industrials
1.1%$4.8M
Energy
0.8%$3.3M
Utilities
0.1%$321,029

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1iShares 0-3 Month Treasury Bond ETF46436E718572,280$57.4M16.85%
2Invesco QQQ Trust, Series 1IVZ37,471$23.0M6.75%
3Vanguard FTSE Developed Markets ETF921943858366,490$22.9M6.71%
4Vanguard FTSE Emerging Markets ETF922042858360,658$19.4M5.69%
5SPDR Gold MiniShares TrustGLDW170,109$14.5M4.26%
6Vanguard Growth ETF92290873623,346$11.4M3.34%
7State Street Communication Services Select Sector SPDR ETF81369Y85290,320$10.6M3.12%
8State Street Energy Select Sector SPDR ETF81369Y506236,200$10.6M3.10%
9State Street Materials Select Sector SPDR ETF81369Y100231,046$10.5M3.07%
10State Street Real Estate Select Sector SPDR ETF81369Y860255,769$10.3M3.03%
11State Street Consumer Staples Select Sector SPDR ETF81369Y308127,370$9.9M2.90%
12Vanguard S&P 500 ETF92290836313,500$8.5M2.48%
13Vanguard Small-Cap Value ETF92290861134,743$7.4M2.16%
14NVIDIA Corporation - Common StockNVDA33,689$6.3M1.84%
15Vanguard Value ETF92290874432,383$6.2M1.81%
16Vanguard Total Stock Market ETF92290876917,081$5.7M1.68%
17Vanguard Small-Cap Growth ETF92290859516,409$5.0M1.45%
18Microsoft Corporation - Common StockMSFT10,143$4.9M1.44%
19Vanguard Mid-Cap Growth ETF92290853816,739$4.7M1.37%
20Vanguard Mid-Cap Value ETF92290851225,944$4.6M1.35%