Peak Financial Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PF Peak Financial Management, Inc. | Institutional Filer | ▲ 1.59% | $393.9M | 100 |
Current Portfolio Holdings
Showing all 100 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | — | 593K | $45.7M | 11.61% |
| 2 | VTI | VANGUARD INDEX FDS | — | 93K | $29.7M | 7.54% |
| 3 | SPGM | SPDR INDEX SHS FDS | — | 364K | $27.6M | 7.00% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | — | 95K | $18.3M | 4.63% |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 344K | $16.5M | 4.18% |
| 6 | VOO | VANGUARD INDEX FDS | — | 25K | $15.1M | 3.83% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | — | 166K | $13.7M | 3.48% |
| 8 | GLTR | ABRDN PRECIOUS METALS BASKET | — | 62K | $13.5M | 3.43% |
| 9 | NFLT | ETFIS SER TR I | — | 562K | $12.8M | 3.25% |
| 10 | AGG | ISHARES TR | — | 124K | $12.4M | 3.14% |
| 11 | SPEM | SPDR INDEX SHS FDS | — | 261K | $12.3M | 3.11% |
| 12 | SCHM | SCHWAB STRATEGIC TR | — | 392K | $12.1M | 3.08% |
| 13 | SCHB | SCHWAB STRATEGIC TR | — | 469K | $11.8M | 2.99% |
| 14 | RPV | INVESCO EXCHANGE TRADED FD T | — | 105K | $11.3M | 2.88% |
| 15 | SHYG | ISHARES TR | — | 260K | $11.0M | 2.80% |
Showing 1 to 15 of 100 holdings