$266 Million is the total value of Peak Financial Management, Inc.'s 66 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON COM INC | $477,000 | – | 146 | +100.0% | 0.18% | – |
| BA | New | BOEING CO | $298,000 | – | 1,390 | +100.0% | 0.11% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $287,000 | – | 3,930 | +100.0% | 0.11% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $285,000 | – | 3,207 | +100.0% | 0.11% | – |
| SUSA | New | ISHARES TRmsci usa esg slc | $268,000 | – | 3,256 | +100.0% | 0.10% | – |
| TSLA | New | TESLA INC | $260,000 | – | 368 | +100.0% | 0.10% | – |
| NVDA | New | NVIDIA CORPORATION | $242,000 | – | 464 | +100.0% | 0.09% | – |
| FB | New | FACEBOOK INCcl a | $227,000 | – | 831 | +100.0% | 0.08% | – |
| MRNA | New | MODERNA INC | $215,000 | – | 2,056 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
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.