Peak Financial Management

Peak Financial Management as of June 30, 2020

Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 54 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 9.6 $21M 131k 156.53
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 6.5 $14M 349k 39.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.3 $13M 47k 283.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.2 $13M 446k 29.75
Ishares Tr Min Vol Eafe Etf (EFAV) 4.3 $9.2M 139k 66.06
Ishares Tr Core Us Aggbd Et (AGG) 4.2 $9.0M 76k 118.22
Schwab Strategic Tr Us Tips Etf (SCHP) 4.0 $8.5M 141k 60.02
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 3.9 $8.3M 38k 222.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $7.4M 30k 247.60
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $7.1M 136k 52.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.1 $6.5M 69k 95.14
Vaneck Vectors Etf Tr Intl High Yield (IHY) 3.0 $6.5M 273k 23.72
Ishares Tr Sh Tr Crport Etf (IGSB) 2.8 $6.0M 110k 54.71
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.8 $6.0M 202k 29.57
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.8 $5.9M 137k 42.89
Spdr Ser Tr Blomberg Intl Tr (BWX) 2.5 $5.4M 187k 28.91
Fidelity Covington Tr Msci Matls Index (FMAT) 2.5 $5.3M 173k 30.83
Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) 2.2 $4.8M 57k 83.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $4.8M 121k 39.61
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $4.7M 69k 68.29
Ishares Tr Core Msci Eafe (IEFA) 2.1 $4.5M 79k 57.17
Ishares Tr Msci Acwi Etf (ACWI) 2.0 $4.3M 58k 73.72
Apple (AAPL) 1.9 $4.1M 11k 364.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $3.7M 50k 73.48
Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $3.6M 46k 78.53
Ishares U S Etf Tr Commod Sel Stg (COMT) 1.6 $3.5M 148k 23.75
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.5 $3.3M 58k 56.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $3.1M 42k 74.10
Ishares Tr Tips Bd Etf (TIP) 1.4 $3.0M 24k 123.00
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.8 $1.6M 33k 49.56
Sprott Physical Gold & Silve Tr Unit (CEF) 0.7 $1.4M 85k 16.90
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.2M 18k 69.44
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $908k 8.1k 111.63
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.4 $864k 8.5k 101.97
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $811k 33k 24.35
Ishares Tr Core S&p500 Etf (IVV) 0.3 $650k 2.1k 309.67
Verizon Communications (VZ) 0.3 $555k 10k 55.09
Microsoft Corporation (MSFT) 0.2 $510k 2.5k 203.51
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.2 $415k 24k 17.61
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $397k 11k 35.25
Raytheon Technologies Corp (RTX) 0.2 $361k 5.9k 61.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $348k 3.5k 100.14
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $348k 6.5k 53.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $344k 1.1k 307.97
Ishares Core Msci Emkt (IEMG) 0.2 $337k 7.1k 47.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $331k 234.00 1414.53
Sprott Physical Gold Tr Unit (PHYS) 0.1 $315k 22k 14.32
Procter & Gamble Company (PG) 0.1 $276k 2.3k 119.38
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $267k 959.00 278.42
Alphabet Cap Stk Cl A (GOOGL) 0.1 $254k 179.00 1418.99
Ishares Tr Nasdaq Biotech (IBB) 0.1 $243k 1.8k 136.52
Enbridge (ENB) 0.1 $242k 8.0k 30.42
Exxon Mobil Corporation (XOM) 0.1 $217k 4.8k 44.83
Eversource Energy (ES) 0.1 $211k 2.5k 83.33