HoldingsChannel.com
Peak Financial Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 143,157 -2,491 $23,423
     VTI143,157-2,491$23,423
INVESCO EXCHANGE TRADED FD T (RYH) 68,421 -1,600 $15,153
     RYH68,421-1,600$15,153
VANGUARD INDEX FDS (VOO) 51,069 -1,091 $15,106
     VOO51,069-1,091$15,106
SPDR INDEX SHS FDS (ACIM) 345,728 +1,345 $14,844
     ACIM345,728+1,345$14,844
ISHARES TR (EFAV) 181,501 -523 $13,529
     EFAV181,501-523$13,529
SCHWAB STRATEGIC TR 374,905 -5,575 $12,608
     SCHF374,905-5,575$12,608
ISHARES TR (AGG) 85,198 -66 $9,574
     AGG85,198-66$9,574
SCHWAB STRATEGIC TR 149,518 +3,777 $8,467
     SCHP149,518+3,777$8,467
SCHWAB STRATEGIC TR 123,077 +90 $7,403
     SCHM123,077+90$7,403
VANECK VECTORS ETF TRUST (IHY) 275,982 +1,950 $6,930
     IHY275,982+1,950$6,930
SCHWAB STRATEGIC TR 199,949 -138 $6,928
     SCHC199,949-138$6,928
ABERDEEN STD PRECIOUS METALS 85,423 -2,518 $6,526
     GLTR85,423-2,518$6,526
FIDELITY COVINGTON TR 188,998 -7,491 $6,488
     FMAT188,998-7,491$6,488
VANGUARD SCOTTSDALE FDS (VCIT) 69,008 +33 $6,303
     VCIT69,008+33$6,303
ISHARES TR (SHYG) 122,817 -1,766 $5,702
     SHYG122,817-1,766$5,702
SPDR SERIES TRUST (BWX) 191,980 -645 $5,531
     BWX191,980-645$5,531
VANGUARD INTL EQUITY INDEX F (VWO) 123,923 -1,960 $5,511
     VWO123,923-1,960$5,511
ISHARES TR (IGSB) 93,157 +93,157 $4,996
     IGSB93,157+93,157$4,996
VANGUARD INDEX FDS (VNQ) 53,295 -1,822 $4,945
     VNQ53,295-1,822$4,945
ISHARES TR (IEFA) 74,607 +420 $4,867
     IEFA74,607+420$4,867
SCHWAB STRATEGIC TR 62,414 +157 $4,798
     SCHB62,414+157$4,798
ISHARES TR (ACWI) 57,912 +387 $4,589
     ACWI57,912+387$4,589
ISHARES TR (IJR) 51,453 +279 $4,314
     IJR51,453+279$4,314
ISHARES US ETF TR (COMT) 128,051 -41,505 $4,214
     COMT128,051-41,505$4,214
APPLE INC 12,780 -43 $3,753
     AAPL12,780-43$3,753
SCHWAB STRATEGIC TR 45,754 -319 $3,514
     SCHX45,754-319$3,514
SCHWAB STRATEGIC TR 64,964 +1,649 $3,471
     SCHZ64,964+1,649$3,471
SSGA ACTIVE ETF TR (TOTL) 58,638 +29 $2,873
     TOTL58,638+29$2,873
ISHARES TR (TIP) 23,965 +898 $2,794
     TIP23,965+898$2,794
SPROTT PHYSICAL GOLD & SILVE 114,340 UNCH $1,676
     CEF114,340UNCH$1,676
BARCLAYS BK PLC 72,335 +56,620 $1,652
     DJP72,335+56,620$1,652
INVESCO EXCHANGE TRADED FD T (RTM) 11,017 +239 $1,278
     RTM11,017+239$1,278
PIMCO ETF TR (BOND) 9,357 -11 $1,009
     BOND9,357-11$1,009
ISHARES TR (ITOT) 10,559 +846 $768
     ITOT10,559+846$768
SCHWAB STRATEGIC TR 24,290 -132 $665
     SCHE24,290-132$665
SELECT SECTOR SPDR TR (XLV) 6,252 UNCH $637
     XLV6,252UNCH$637
VERIZON COMMUNICATIONS INC 9,599 UNCH $589
     VZ9,599UNCH$589
DIAGEO P L C 3,397 UNCH $572
     DEO3,397UNCH$572
ISHARES TR (SCZ) 9,146 +174 $570
     SCZ9,146+174$570
RAYTHEON CO 2,501 -7 $550
     RTN2,501-7$550
SPDR S&P 500 ETF TR (SPY) 1,534 -37 $494
     SPY1,534-37$494
SCHWAB STRATEGIC TR 10,715 +235 $492
     SCHH10,715+235$492
ISHARES TR (IVV) 1,409 +20 $456
     IVV1,409+20$456
SCHWAB STRATEGIC TR 5,484 +54 $415
     SCHA5,484+54$415
ISHARES INC (IEMG) 7,687 +49 $413
     IEMG7,687+49$413
SPROTT PHYSICAL GOLD TRUST 29,000 UNCH $353
     PHYS29,000UNCH$353
EXXON MOBIL CORP 5,044 UNCH $352
     XOM5,044UNCH$352
MICROSOFT CORP 2,205 +2 $348
     MSFT2,205+2$348
ENBRIDGE INC 7,833 UNCH $312
     ENB7,833UNCH$312
PROCTER & GAMBLE CO 2,248 -2 $281
     PG2,248-2$281

See Full List: All Stocks Held By Peak Financial Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Peak Financial Management Inc.

Size ($ in 1000's)
At 12/31/2019: $234,428
At 09/30/2019: $225,118

Peak Financial Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peak Financial Management Inc. 13F filings. Link to 13F filings: SEC filings

Peak Financial Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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