$260 Million is the total value of Peak Financial Management, Inc.'s 66 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IAGG | New | ISHARES TRcore intl aggr | $226,000 | – | 4,545 | +100.0% | 0.09% | – |
EFV | New | ISHARES TReafe value etf | $206,000 | – | 4,745 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-29
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.