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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	$142,523,903

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	SCHD	466,587	$16,241,906	11.4%
2.	Schwab Strategic Trust	SCHD	440,546	$14,908,072	10.46%
3.	Blackrock Etf Trust	DYNF	170,930	$11,624,957	8.16%
4.	Schwab Strategic Trust	SCHD	314,392	$8,708,659	6.11%
5.	Vanguard Bond Index Funds	BND	111,436	$8,180,532	5.74%