Instuitional Investor - Peak Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Peak Financial Advisors Llc |
| Portfolio Value | $199,868,161 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Tcw Etf Trust | 547,259 | $21,589,368 | 11.05% | |
| 2. | World Gold Tr | 248,733 | $16,296,986 | 8.34% | |
| 3. | Simplify Exchange Traded Fun | 540,375 | $14,449,624 | 7.4% | |
| 4. | Simplify Exchange Traded Fun - MBS ETF | 281,957 | $14,123,233 | 7.23% | |
| 5. | Vaneck Etf Trust | 274,231 | $8,029,471 | 4.11% |
