Peak Financial Management

Latest statistics and disclosures from Peak Financial Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Peak Financial Management

Companies in the Peak Financial Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Stock Market ETF (VTI) 9.00 136729 -4% 128.91
Schwab International Equity ETF (SCHF) 6.41 485437 +29% 25.84
D Spdr Index Shs Fds 6.39 372236 +7% 33.63
Vanguard S&p 500 Etf idx fd 6.08 50293 236.81
Ishares Tr eafe min volat 4.97 156649 -13% 62.05
iShares Lehman Aggregate Bond (AGG) 4.63 78553 -7% 115.37
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund 4.41 45636 -33% 189.17
Schwab Strategic Tr 0 4.39 149583 57.51
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.10 69714 87.08
Vaneck Vectors Etf Tr 3.06 281529 +2% 21.25
Sch Us Mid-cap Etf etf 2.94 136391 +10% 42.16
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 2.91 108785 +16% 52.36
Ishares Tr 0-5yr hi yl cp 2.91 139547 +13% 40.87
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 2.74 192910 27.80
Schwab Intl Small Cap Equity ETF (SCHC) 2.63 211346 +5% 24.40
Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf 2.54 66184 -22% 75.09
Invesco Qqq Trust Series 1 2.37 24359 +2264% 190.40
Fidelity msci matls index 2.36 188462 24.50
Vanguard Emerging Markets ETF (VWO) 2.25 131390 +6% 33.55
iShares MSCI ACWI Index Fund (ACWI) 2.05 63984 +10% 62.58
Ishares Core Msci Eafe Etf core msci eafe 2.00 78398 +5% 49.89
iShares S&P; SmallCap 600 Index (IJR) 1.91 66634 +29% 56.11
Schwab Strategic Tr us aggregate b 1.87 67558 +3% 54.26
Ishares U S Etf Tr Commodities Select Strategy Etf 1.87 163486 +27% 22.45
Vanguard REIT ETF (VNQ) 1.86 52118 -2% 69.84
Schwab U S Broad Market ETF (SCHB) 1.75 56647 -9% 60.43
Apple (AAPL) 1.64 12650 254.31
iShares Barclays TIPS Bond Fund (TIP) 1.47 24462 +2% 117.94
Schwab Strategic Tr us lrg cap etf 1.46 46691 +2% 61.25
Doubleline Total Etf etf 0.89 36181 -38% 47.95
Sprott Physical Gold & S 0.72 96966 -15% 14.62
Pimco Total Return Etf totl 0.46 8470 -9% 106.14
Powershares Global Etf invesco equal wgt. materials - etf 0.41 9776 -11% 82.04
Schwab Emerging Markets Equity ETF (SCHE) 0.37 34808 +43% 20.68
iShares S&P; 1500 Index Fund (ISI) 0.31 10625 57.22
Verizon Communications (VZ) 0.28 10074 +4% 53.70
iShares S&P; 500 Index (IVV) 0.23 1733 +22% 258.51
Health Care SPDR (XLV) 0.21 4547 -27% 88.63
Ipath Dow Jones-aig Commodity 0.21 24503 -66% 16.53
Schwab Strategic Tr us reit etf 0.21 12599 +17% 32.70
Microsoft Corporation (MSFT) 0.20 2430 +10% 157.61
ISHARES TR MSCI Small Cap msci small cap 0.20 8902 -2% 44.82
Raytheon Company (RTN) 0.17 2504 130.99
SPDR S&P; 500 ETF (SPY) 0.15 1132 -26% 257.95
Sprott Physical Gold Trust (PHYS) 0.15 22000 -24% 13.14
Ishares Inc core msci emkt 0.15 7239 -5% 40.48
Procter & Gamble Company (PG) 0.13 2312 +2% 109.86
Schwab U S Small Cap ETF (SCHA) 0.13 4806 -12% 51.60
Alphabet Inc Class C cs 0.13 218 +4% 1160.55
Enbridge Inc 0.12 7919 29.04
Alphabet Inc Class A cs 0.11 177 NEW 1163.84
Vanguard Information Technology ETF (VGT) 0.10 959 +12% 211.68

Past Filings by Peak Financial Management

View past SEC 13F filings by Peak Financial Management

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