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Home > Institutional Investor > Peak Financial Management, Inc. > 13F Holdings

Instuitional Investor - Peak Financial Management, Inc.

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%
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)