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Home > Institutional Investor > Peak Financial Advisors Llc > 13F Holdings

Instuitional Investor - Peak Financial Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Simplify Exchange Traded Fun
 457,094 $11,226,229 7.5%
2.
Simplify Exchange Traded Fun
 445,615 $10,315,987 6.89%
3.
World Gold Tr
 221,467 $9,060,215 6.05%
4.
Simplify Exchange Traded Fun
 263,179 $5,995,218 4%
5.
Ishares Tr
 121,748 $5,942,520 3.97%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)