$217 Million is the total value of Peak Financial Management, Inc.'s 51 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $13,386,000 | – | 73,260 | +100.0% | 6.18% | – |
| BKLN | New | INVESCO EXCHNG TRADED FD TRsr ln etf | $6,802,000 | – | 297,018 | +100.0% | 3.14% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $491,000 | – | 2,645 | +100.0% | 0.23% | – |
| DEO | New | DIAGEO P L Cspon adr new | $489,000 | – | 3,395 | +100.0% | 0.23% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $431,000 | – | 1,590 | +100.0% | 0.20% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $335,000 | – | 5,365 | +100.0% | 0.16% | – |
| MSFT | New | MICROSOFT CORP | $241,000 | – | 2,445 | +100.0% | 0.11% | – |
| NUGT | New | DIREXION SHS ETF TRdly gold indx 3x | $221,000 | – | 9,070 | +100.0% | 0.10% | – |
| SHNY | New | DIREXION SHS ETF TRdaily slr bull | $116,000 | – | 16,300 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 31 | Q3 2023 | 13.0% |
| VANGUARD INDEX FDS | 31 | Q3 2023 | 9.0% |
| ISHARES TR | 31 | Q3 2023 | 7.9% |
| ISHARES TR | 31 | Q3 2023 | 7.2% |
| VANGUARD SCOTTSDALE FDS | 31 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 31 | Q3 2023 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 31 | Q3 2023 | 3.1% |
| SPROTT PHYSICAL GOLD TRUST | 31 | Q3 2023 | 0.2% |
| ISHARES TR | 30 | Q3 2023 | 3.2% |
| APPLE INC | 30 | Q3 2023 | 5.4% |
View Peak Financial Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-27 |
View Peak Financial Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.