Instuitional Investor - Peak Financial Management, Inc.
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Star Fds | 591,964 | $36,760,989 | 11.01% | |
2. | Vanguard Index Fds | 99,616 | $27,378,570 | 8.2% | |
3. | Spdr Index Shs Fds - PORTFLI MSCI GBL | 372,282 | $23,237,845 | 6.96% | |
4. | Vanguard Index Fds - S&P 500 ETF SHS | 30,312 | $15,577,986 | 4.67% | |
5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 82,911 | $14,362,747 | 4.3% |