Instuitional Investor - Peak Financial Management, Inc.
Fund Profile
Filing Period:
Fund Name: | Peak Financial Management, Inc. |
Portfolio Value | $333,911,796 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Star Fds | 586,516 | $34,563,442 | 10.35% | |
2. | Vanguard Index Fds | 101,028 | $29,279,196 | 8.76% | |
3. | Spdr Index Shs Fds | 375,707 | $23,793,529 | 7.12% | |
4. | Vanguard Index Fds | 32,768 | $17,655,977 | 5.28% | |
5. | Invesco Exchange Traded Fd T | 75,716 | $13,267,869 | 3.97% |