$147 Million is the total value of Peak Capital Management LLC's 24 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -74,998 | -100.0% | -1.58% | – |
ET | Exit | ENERGY TRANSFER LP | $0 | – | -204,065 | -100.0% | -2.15% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -45,427 | -100.0% | -2.40% | – |
IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -78,153 | -100.0% | -2.93% | – |
SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -76,416 | -100.0% | -3.66% | – |
SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -124,785 | -100.0% | -4.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-22
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.