Instuitional Investor - Peak Financial Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Peak Financial Management, Inc. |
| Portfolio Value | $387,746,484 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Star Fds | 595,252 | $44,905,856 | 11.58% | |
| 2. | Vanguard Index Fds | 93,095 | $31,212,279 | 8.05% | |
| 3. | Spdr Index Shs Fds - PORTFLI MSCI GBL | 369,702 | $28,359,840 | 7.31% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 92,102 | $17,643,129 | 4.55% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 26,875 | $16,854,518 | 4.35% |
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