$146 Million is the total value of Peak Capital Management LLC's 28 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TRmsci emg mkt etf | $424,000 | +9.8% | 9,889 | 0.0% | 0.29% | +4.7% | |
| EFA | ISHARES TRmsci eafe etf | $400,000 | +10.2% | 6,171 | 0.0% | 0.27% | +5.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SERIES TRUST | 12 | Q1 2020 | 20.3% |
| ISHARES TR | 12 | Q1 2020 | 6.6% |
| VANGUARD SCOTTSDALE FDS | 12 | Q1 2020 | 10.3% |
| FIRST TR MORNINGSTAR DIV LEA | 12 | Q1 2020 | 5.2% |
| GOLDMAN SACHS ETF TR | 12 | Q1 2020 | 3.4% |
| PIMCO ETF TR | 12 | Q1 2020 | 4.2% |
| GOLDMAN SACHS ETF TR | 12 | Q1 2020 | 3.3% |
| ISHARES TR | 12 | Q1 2020 | 0.4% |
| ISHARES TR | 12 | Q1 2020 | 0.4% |
| FIRST TR S&P REIT INDEX FD | 11 | Q1 2020 | 4.6% |
View Peak Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-05-15 |
| 13F-NT | 2024-02-14 |
| 13F-NT | 2023-11-14 |
| 13F-NT | 2023-08-14 |
| 13F-NT | 2023-05-11 |
| 13F-NT | 2023-02-14 |
| 13F-NT | 2022-11-09 |
| 13F-NT | 2022-08-12 |
| 13F-NT | 2022-05-06 |
| 13F-NT | 2022-02-14 |
View Peak Capital Management LLC'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.