Instuitional Investor - Peak Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Peak Financial Advisors Llc |
| Portfolio Value | $153,574,218 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Simplify Exchange Traded Fun | 457,094 | $11,226,229 | 7.5% | |
| 2. | Simplify Exchange Traded Fun | 445,615 | $10,315,987 | 6.89% | |
| 3. | World Gold Tr | 221,467 | $9,060,215 | 6.05% | |
| 4. | Simplify Exchange Traded Fun | 263,179 | $5,995,218 | 4% | |
| 5. | Ishares Tr | 121,748 | $5,942,520 | 3.97% |
