Instuitional Investor - Peak Financial Advisors Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Tcw Etf Trust | 625,320 | $24,887,736 | 11.94% | |
2. | World Gold Tr | 249,333 | $19,061,508 | 9.15% | |
3. | Simplify Exchange Traded Fun | 580,773 | $16,244,220 | 7.79% | |
4. | Simplify Exchange Traded Fun - MBS ETF | 298,593 | $15,034,136 | 7.21% | |
5. | Ishares Tr | 79,896 | $7,605,340 | 3.65% |