Instuitional Investor - Peak Financial Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Peak Financial Management, Inc. |
| Portfolio Value | $351,576,661 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Star Fds | 593,236 | $40,986,713 | 11.66% | |
| 2. | Vanguard Index Fds | 98,371 | $29,898,018 | 8.5% | |
| 3. | Spdr Index Shs Fds - PORTFLI MSCI GBL | 373,490 | $25,770,849 | 7.33% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 29,886 | $16,976,603 | 4.83% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 87,106 | $15,830,696 | 4.5% |
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