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Size ($ in 1000's)
At 12/31/2023: $297,679
At 09/30/2023: $372,319
Peak Financial Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peak Financial Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Peak Financial Management Inc. top holdings by largest position size, as per the latest 13f filing made by Peak Financial Management Inc..
In the Peak Financial Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Peak Financial Management Inc. in that top holding, then the share count change between reporting periods, and finally the Peak Financial Management Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD STAR FDS (VXUS) |
561,254 |
+60,418 |
$32,530 | | VXUS | 561,254 | +60,418 | $32,530 | | VANGUARD INDEX FDS (VTI) |
103,551 |
-1,543 |
$24,564 | | VTI | 103,551 | -1,543 | $24,564 | | SPDR INDEX SHS FDS (SPGM) |
370,239 |
-8,225 |
$20,489 | | SPGM | 370,239 | -8,225 | $20,489 | | VANGUARD INDEX FDS (VOO) |
36,602 |
-1,177 |
$15,988 | | VOO | 36,602 | -1,177 | $15,988 | | SCHWAB STRATEGIC TR |
231,010 |
-14,312 |
$12,059 | | SCHP | 231,010 | -14,312 | $12,059 | | ISHARES TR (AGG) |
108,554 |
-9,670 |
$10,774 | | AGG | 108,554 | -9,670 | $10,774 | | INVESCO EXCHANGE TRADED FD T (RSPH) |
342,454 |
+342,454 |
$10,198 | | RSPH | 342,454 | +342,454 | $10,198 | | APPLE INC |
51,379 |
-817 |
$9,892 | | AAPL | 51,379 | -817 | $9,892 | | SCHWAB STRATEGIC TR |
122,697 |
-1,852 |
$9,242 | | SCHM | 122,697 | -1,852 | $9,242 | | VANGUARD SCOTTSDALE FDS (VCIT) |
112,528 |
-7,039 |
$9,146 | | VCIT | 112,528 | -7,039 | $9,146 | | ISHARES TR (SHYG) |
202,158 |
+3,765 |
$8,535 | | SHYG | 202,158 | +3,765 | $8,535 | | ISHARES TR (ILTB) |
158,516 |
-15,422 |
$8,335 | | ILTB | 158,516 | -15,422 | $8,335 | | INVESCO EXCHANGE TRADED FD T (RPV) |
101,284 |
-4,053 |
$8,313 | | RPV | 101,284 | -4,053 | $8,313 | | SPDR INDEX SHS FDS (SPEM) |
219,128 |
+9,083 |
$7,759 | | SPEM | 219,128 | +9,083 | $7,759 | | INVESCO EXCH TRADED FD TR II (PICB) |
335,832 |
+27,561 |
$7,741 | | PICB | 335,832 | +27,561 | $7,741 | | FIDELITY COVINGTON TRUST |
148,268 |
-8,411 |
$7,227 | | FMAT | 148,268 | -8,411 | $7,227 | | SCHWAB STRATEGIC TR |
128,911 |
+2,884 |
$7,176 | | SCHB | 128,911 | +2,884 | $7,176 | | ABRDN PRECIOUS METALS BASKET |
76,903 |
-2,471 |
$7,000 | | GLTR | 76,903 | -2,471 | $7,000 | | ISHARES TR (IJR) |
63,857 |
-374 |
$6,912 | | IJR | 63,857 | -374 | $6,912 | | SPDR SER TR (BWX) |
265,951 |
-11,563 |
$6,165 | | BWX | 265,951 | -11,563 | $6,165 | | ISHARES U S ETF TR (COMT) |
211,951 |
-2,331 |
$5,314 | | COMT | 211,951 | -2,331 | $5,314 | | ISHARES TR (ACWI) |
48,002 |
+384 |
$4,885 | | ACWI | 48,002 | +384 | $4,885 | | SCHWAB STRATEGIC TR |
101,002 |
-10,274 |
$4,709 | | SCHZ | 101,002 | -10,274 | $4,709 | | ISHARES TR (USRT) |
85,454 |
+3,717 |
$4,639 | | USRT | 85,454 | +3,717 | $4,639 | | SCHWAB STRATEGIC TR |
73,484 |
-6,056 |
$4,145 | | SCHX | 73,484 | -6,056 | $4,145 | | ISHARES TR (TIP) |
35,287 |
-4,699 |
$3,793 | | TIP | 35,287 | -4,699 | $3,793 | | SCHWAB STRATEGIC TR |
90,965 |
-37,717 |
$3,362 | | SCHF | 90,965 | -37,717 | $3,362 | | ISHARES TR (IEFA) |
36,989 |
-7,577 |
$2,602 | | IEFA | 36,989 | -7,577 | $2,602 | | ISHARES TR (IVV) |
3,983 |
-137 |
$1,903 | | IVV | 3,983 | -137 | $1,903 | | ISHARES TR (ITOT) |
17,009 |
+141 |
$1,790 | | ITOT | 17,009 | +141 | $1,790 | | SPROTT PHYSICAL GOLD & SILVE |
78,050 |
-1,135 |
$1,495 | | CEF | 78,050 | -1,135 | $1,495 | | MICROSOFT CORP |
3,809 |
-368 |
$1,432 | | MSFT | 3,809 | -368 | $1,432 | | ISHARES TR (STIP) |
14,429 |
+14,429 |
$1,423 | | STIP | 14,429 | +14,429 | $1,423 | | NVIDIA CORPORATION |
2,670 |
-340 |
$1,322 | | NVDA | 2,670 | -340 | $1,322 | | INVESCO EXCHANGE TRADED FD T (RSPM) |
39,185 |
+39,185 |
$1,318 | | RSPM | 39,185 | +39,185 | $1,318 | | VANGUARD TAX MANAGED FDS (VEA) |
26,881 |
+212 |
$1,288 | | VEA | 26,881 | +212 | $1,288 | | BARCLAYS BANK PLC |
39,816 |
+1,075 |
$1,210 | | DJP | 39,816 | +1,075 | $1,210 | | SSGA ACTIVE ETF TR (TOTL) |
29,577 |
+29,577 |
$1,190 | | TOTL | 29,577 | +29,577 | $1,190 | | VANGUARD INTL EQUITY INDEX F (VWO) |
25,758 |
-6,501 |
$1,059 | | VWO | 25,758 | -6,501 | $1,059 | | ALPHABET INC |
6,468 |
UNCH |
$904 | | GOOGL | 6,468 | UNCH | $904 | | ISHARES TR (TLH) |
7,912 |
+7,912 |
$857 | | TLH | 7,912 | +7,912 | $857 | | VANGUARD INDEX FDS (VTV) |
5,688 |
+1,832 |
$850 | | VTV | 5,688 | +1,832 | $850 | | AMAZON COM INC |
5,431 |
+1,042 |
$825 | | AMZN | 5,431 | +1,042 | $825 | | ALPHABET INC |
5,698 |
-1,630 |
$803 | | GOOG | 5,698 | -1,630 | $803 | | SCHWAB STRATEGIC TR |
21,238 |
-29,913 |
$741 | | SCHC | 21,238 | -29,913 | $741 | | INVESCO QQQ TR |
1,779 |
+180 |
$729 | | QQQ | 1,779 | +180 | $729 | | ISHARES TR (ESGD) |
9,083 |
+425 |
$686 | | ESGD | 9,083 | +425 | $686 | | ISHARES TR (LQD) |
5,585 |
+5,585 |
$618 | | LQD | 5,585 | +5,585 | $618 | | ISHARES TR (DSI) |
6,310 |
-12 |
$575 | | DSI | 6,310 | -12 | $575 | | SELECT SECTOR SPDR TR (XLV) |
3,965 |
+555 |
$541 | | XLV | 3,965 | +555 | $541 |
See Full List: All Stocks Held By Peak Financial Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Peak Financial Management Inc.
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