Instuitional Investor - Peak Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Peak Financial Advisors Llc |
| Portfolio Value | $196,839,397 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Simplify Exchange Traded Fun | 361,213 | $17,948,665 | 9.33% | |
| 2. | Simplify Exchange Traded Fun | 524,719 | $12,876,613 | 6.69% | |
| 3. | World Gold Tr | 225,780 | $11,738,302 | 6.1% | |
| 4. | Spdr Series Trust | 161,947 | $11,164,626 | 5.8% | |
| 5. | Simplify Exchange Traded Fun | 486,861 | $10,121,845 | 5.26% |
