Instuitional Investor - Peak Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Peak Financial Advisors Llc |
| Portfolio Value | $201,552,264 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Simplify Exchange Traded Fun - MBS ETF | 369,233 | $18,513,354 | 9.42% | |
| 2. | World Gold Tr | 223,773 | $13,849,311 | 7.05% | |
| 3. | Simplify Exchange Traded Fun | 528,745 | $13,049,422 | 6.64% | |
| 4. | Simplify Exchange Traded Fun | 327,072 | $9,681,329 | 4.93% | |
| 5. | Vaneck Etf Trust | 319,435 | $9,218,889 | 4.69% |
