Instuitional Investor - Peak Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Peak Financial Advisors Llc |
| Portfolio Value | $230,698,256 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Tcw Etf Trust | 635,012 | $24,936,904 | 11.04% | |
| 2. | Franklin Templeton Etf Tr | 668,482 | $18,182,710 | 8.05% | |
| 3. | PAGP | 343,050 | $16,967,246 | 7.51% | |
| 4. | World Gold Tr | 165,427 | $15,333,429 | 6.79% | |
| 5. | J P Morgan Exchange Traded F - ACTIVE BOND ETF | 259,406 | $13,948,235 | 6.18% |