$254 Million is the total value of Peak Financial Management, Inc.'s 71 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ILTB | New | ISHARES TRcore lt usdb etf | $7,988,209 | – | 156,867 | +100.0% | 3.14% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $495,950 | – | 5,115 | +100.0% | 0.20% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $312,275 | – | 5,529 | +100.0% | 0.12% | – |
| MUB | New | ISHARES TRnational mun etf | $287,542 | – | 2,725 | +100.0% | 0.11% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $221,214 | – | 2,100 | +100.0% | 0.09% | – |
| JNK | New | SPDR SER TRbloomberg high y | $216,900 | – | 2,410 | +100.0% | 0.08% | – |
| CVX | New | CHEVRON CORP NEW | $208,926 | – | 1,164 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 34 | Q2 2024 | 13.0% |
| VANGUARD INDEX FDS | 34 | Q2 2024 | 9.0% |
| ISHARES TR | 34 | Q2 2024 | 7.2% |
| ISHARES TR | 34 | Q2 2024 | 7.9% |
| VANGUARD SCOTTSDALE FDS | 34 | Q2 2024 | 3.4% |
| VANGUARD INDEX FDS | 34 | Q2 2024 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 34 | Q2 2024 | 3.1% |
| SPROTT PHYSICAL GOLD TRUST | 34 | Q2 2024 | 0.2% |
| ISHARES TR | 33 | Q2 2024 | 3.2% |
| APPLE INC | 33 | Q2 2024 | 5.4% |
View Peak Financial Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-22 |
| 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 |
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.