Peak Financial Management

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

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Positions held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 71 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 8.1 $21M -4% 108k 191.19
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 6.8 $17M 372k 46.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.8 $15M 456k 32.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.5 $14M -2% 40k 351.34
Schwab Strategic Tr Us Tips Etf (SCHP) 4.4 $11M 218k 51.79
Ishares Tr Core Us Aggbd Et (AGG) 4.4 $11M +3% 116k 96.99
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) 4.1 $10M 36k 288.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.3 $8.4M +2% 109k 77.51
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.2 $8.0M 122k 65.61
Ishares Tr Core Lt Usdb Etf (ILTB) 3.1 $8.0M NEW 157k 50.92
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 3.0 $7.7M 99k 77.98
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.0 $7.6M -3% 187k 40.89
Vaneck Etf Trust International Hi (IHY) 2.8 $7.0M 358k 19.70
Ishares Tr Msci Eafe Min Vl (EFAV) 2.8 $7.0M -7% 110k 63.59

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Fidelity Covington Trust Msci Matls Index (FMAT) 2.7 $6.8M 156k 43.65
Apple (AAPL) 2.7 $6.8M 52k 129.93
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.6 $6.6M 208k 31.47
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 2.5 $6.5M -3% 73k 89.23
Spdr Ser Tr Bloomberg Intl T (BWX) 2.3 $5.9M 262k 22.43
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $5.7M 61k 94.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $5.7M -2% 147k 38.98
Ishares Tr Core Msci Eafe (IEFA) 2.0 $5.1M +3% 83k 61.64
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 2.0 $5.0M +2% 177k 28.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.8 $4.7M +3% 105k 44.81
Ishares Tr Tips Bd Etf (TIP) 1.7 $4.3M +2% 40k 106.44
Ishares Tr Msci Acwi Etf (ACWI) 1.6 $4.1M -7% 49k 84.88
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $3.8M 46k 82.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $3.7M 82k 45.15
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $3.5M 78k 45.65
Sprott Physical Gold & Silve Tr Unit (CEF) 0.6 $1.5M 82k 17.93
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.6 $1.4M +5% 9.0k 158.65
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $1.4M 16k 84.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.3M +34% 32k 41.97
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.5 $1.3M +7% 40k 33.71
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $1.2M +5% 52k 23.67
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 2.8k 384.27
Microsoft Corporation (MSFT) 0.4 $1.0M 4.3k 239.84
Vanguard Index Fds Value Etf (VTV) 0.3 $657k +44% 4.7k 140.38
Raytheon Technologies Corp (RTX) 0.2 $613k 6.1k 100.93
Alphabet Cap Stk Cl C (GOOG) 0.2 $598k +7% 6.7k 88.73
Ishares Core Msci Emkt (IEMG) 0.2 $584k +4% 13k 46.70
Alphabet Cap Stk Cl A (GOOGL) 0.2 $581k 6.6k 88.23
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $563k +2% 29k 19.29
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $550k -45% 14k 40.04
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $496k NEW 5.1k 96.96
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $470k +4% 7.2k 65.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $469k 3.5k 135.85
Amazon (AMZN) 0.2 $445k +13% 5.3k 83.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $444k -51% 1.7k 266.28
NVIDIA Corporation (NVDA) 0.2 $442k +2% 3.0k 146.14
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $410k 5.7k 71.79
Select Sector Spdr Tr Energy (XLE) 0.1 $367k 4.2k 87.47
Procter & Gamble Company (PG) 0.1 $352k 2.3k 151.56
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $320k +4% 3.9k 82.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $312k NEW 5.5k 56.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $311k 3.7k 84.75
Sprott Physical Gold Tr Unit (PHYS) 0.1 $310k 22k 14.10
Johnson & Johnson (JNJ) 0.1 $290k 1.6k 176.67
Ishares Tr National Mun Etf (MUB) 0.1 $288k NEW 2.7k 105.52
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $285k -15% 13k 22.30
First Tr Value Line Divid In SHS (FVD) 0.1 $271k +17% 6.8k 39.91
Costco Wholesale Corporation (COST) 0.1 $268k -4% 586.00 456.50
Boston Scientific Corporation (BSX) 0.1 $240k 5.2k 46.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $238k 5.9k 40.51
LeMaitre Vascular (LMAT) 0.1 $224k 4.9k 46.02
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $221k NEW 2.1k 105.34
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $220k -44% 2.4k 90.48
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $217k NEW 2.4k 90.00
Chevron Corporation (CVX) 0.1 $209k NEW 1.2k 179.49
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) 0.1 $194k -11% 10k 19.21
22nd Centy (XXII) 0.0 $24k 26k 0.92

Past Filings by Peak Financial Management

SEC 13F filings are viewable for Peak Financial Management going back to 2015

View all past filings