Instuitional Investor - Peak Financial Management, Inc.
Fund Profile
Filing Period:
Fund Name: | Peak Financial Management, Inc. |
Portfolio Value | $297,678,347 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Star Fds | 561,254 | $32,530,256 | 10.92% | |
2. | Vanguard Index Fds | 103,551 | $24,564,266 | 8.25% | |
3. | Spdr Index Shs Fds | 370,239 | $20,489,041 | 6.88% | |
4. | Vanguard Index Fds | 36,602 | $15,987,587 | 5.37% | |
5. | FNDF | 231,010 | $12,058,721 | 4.05% |