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Home > Institutional Investor > Old Peak Finance Llc > 13F Holdings

Instuitional Investor - Old Peak Finance Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 567,983 $44,251,574 21.42%
2.
Dimensional Etf Trust
 DFAC 876,762 $38,893,169 18.83%
3.
Dimensional Etf Trust
 DFAC 948,539 $34,944,192 16.91%
4.
Nvidia Corp
 NVDA 74,113 $14,829,322 7.18%
5.
Vanguard Index Fds
 14,127 $5,227,639 2.53%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.