$240 Million is the total value of Peak Financial Management, Inc.'s 66 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IHY | New | VANECK ETF TRUSTinternational hi | $6,419,000 | – | 356,602 | +100.0% | 2.68% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $400,000 | – | 3,242 | +100.0% | 0.17% | – |
VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $370,000 | – | 7,688 | +100.0% | 0.15% | – |
PGHY | New | INVESCO EXCH TRADED FD TR IIgbl srt trm hy | $216,000 | – | 11,395 | +100.0% | 0.09% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $201,000 | – | 5,177 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-28
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.