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Home > Institutional Investor > Peak Wealth Management Llc > Profile

Instuitional Investor - Peak Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Peak Wealth Management Llc
Portfolio Value	$119,629,974

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	405,313	$13,221,313	11.05%
2.	Schwab Strategic Trust	FNDF	427,656	$12,662,881	10.59%
3.	Blackrock Etf Trust		188,961	$11,490,698	9.61%
4.	Vanguard Bond Index Funds	BND	99,350	$7,358,873	6.15%
5.	Schwab Strategic Trust	FNDF	287,228	$6,904,970	5.77%