HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD STAR FDS (VXUS) |
569,603 | +8,349 | $34,347 |
| VXUS | 569,603 | +8,349 | $34,347 |
| VANGUARD INDEX FDS (VTI) |
103,276 | -275 | $26,841 |
| VTI | 103,276 | -275 | $26,841 |
| SPDR INDEX SHS FDS (SPGM) |
373,208 | +2,969 | $22,273 |
| SPGM | 373,208 | +2,969 | $22,273 |
| VANGUARD INDEX FDS (VOO) |
35,545 | -1,057 | $17,087 |
| VOO | 35,545 | -1,057 | $17,087 |
| SCHWAB STRATEGIC TR |
234,881 | +3,871 | $12,251 |
| SCHP | 234,881 | +3,871 | $12,251 |
| INVESCO EXCHANGE TRADED FD T (RSPH) |
336,864 | -5,590 | $10,709 |
| RSPH | 336,864 | -5,590 | $10,709 |
| ISHARES TR (AGG) |
108,367 | -187 | $10,613 |
| AGG | 108,367 | -187 | $10,613 |
| SCHWAB STRATEGIC TR |
122,341 | -356 | $9,962 |
| SCHM | 122,341 | -356 | $9,962 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
115,640 | +3,112 | $9,310 |
| VCIT | 115,640 | +3,112 | $9,310 |
| INVESCO EXCHANGE TRADED FD T (RPV) |
100,726 | -558 | $8,908 |
| RPV | 100,726 | -558 | $8,908 |
| ISHARES TR (SHYG) |
206,450 | +4,292 | $8,784 |
| SHYG | 206,450 | +4,292 | $8,784 |
| ISHARES TR (ILTB) |
162,533 | +4,017 | $8,307 |
| ILTB | 162,533 | +4,017 | $8,307 |
| SPDR INDEX SHS FDS (SPEM) |
227,030 | +7,902 | $8,216 |
| SPEM | 227,030 | +7,902 | $8,216 |
| SCHWAB STRATEGIC TR |
131,734 | +2,823 | $8,042 |
| SCHB | 131,734 | +2,823 | $8,042 |
| APPLE INC |
45,866 | -5,513 | $7,865 |
| AAPL | 45,866 | -5,513 | $7,865 |
| FIDELITY COVINGTON TRUST |
150,186 | +1,918 | $7,865 |
| FMAT | 150,186 | +1,918 | $7,865 |
| INVESCO EXCH TRADED FD TR II (PICB) |
341,199 | +5,367 | $7,631 |
| PICB | 341,199 | +5,367 | $7,631 |
| ABRDN PRECIOUS METALS BASKET |
78,510 | +1,607 | $7,498 |
| GLTR | 78,510 | +1,607 | $7,498 |
| ISHARES TR (IJR) |
65,132 | +1,275 | $7,198 |
| IJR | 65,132 | +1,275 | $7,198 |
| ISHARES U S ETF TR (COMT) |
225,851 | +13,900 | $6,098 |
| COMT | 225,851 | +13,900 | $6,098 |
| SPDR SER TR (BWX) |
263,939 | -2,012 | $5,870 |
| BWX | 263,939 | -2,012 | $5,870 |
| ISHARES TR (ACWI) |
47,654 | -348 | $5,248 |
| ACWI | 47,654 | -348 | $5,248 |
| SCHWAB STRATEGIC TR |
106,897 | +5,895 | $4,917 |
| SCHZ | 106,897 | +5,895 | $4,917 |
| ISHARES TR (USRT) |
89,746 | +4,292 | $4,828 |
| USRT | 89,746 | +4,292 | $4,828 |
| SCHWAB STRATEGIC TR |
72,078 | -1,406 | $4,473 |
| SCHX | 72,078 | -1,406 | $4,473 |
| ISHARES TR (TIP) |
35,093 | -194 | $3,769 |
| TIP | 35,093 | -194 | $3,769 |
| SCHWAB STRATEGIC TR |
87,775 | -3,190 | $3,425 |
| SCHF | 87,775 | -3,190 | $3,425 |
| NVIDIA CORPORATION |
3,181 | +511 | $2,874 |
| NVDA | 3,181 | +511 | $2,874 |
| ISHARES TR (IEFA) |
36,621 | -368 | $2,718 |
| IEFA | 36,621 | -368 | $2,718 |
| ISHARES TR (IVV) |
3,776 | -207 | $1,985 |
| IVV | 3,776 | -207 | $1,985 |
| ISHARES TR (ITOT) |
17,028 | +19 | $1,963 |
| ITOT | 17,028 | +19 | $1,963 |
| SPROTT PHYSICAL GOLD & SILVE |
78,050 | UNCH | $1,588 |
| CEF | 78,050 | UNCH | $1,588 |
| ISHARES TR (STIP) |
14,559 | +130 | $1,448 |
| STIP | 14,559 | +130 | $1,448 |
| MICROSOFT CORP |
3,295 | -514 | $1,386 |
| MSFT | 3,295 | -514 | $1,386 |
| INVESCO EXCHANGE TRADED FD T (RSPM) |
38,045 | -1,140 | $1,382 |
| RSPM | 38,045 | -1,140 | $1,382 |
| VANGUARD TAX MANAGED FDS (VEA) |
26,881 | UNCH | $1,349 |
| VEA | 26,881 | UNCH | $1,349 |
| SSGA ACTIVE ETF TR (TOTL) |
31,054 | +1,477 | $1,244 |
| TOTL | 31,054 | +1,477 | $1,244 |
| BARCLAYS BANK PLC |
38,796 | -1,020 | $1,207 |
| DJP | 38,796 | -1,020 | $1,207 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
24,049 | -1,709 | $1,005 |
| VWO | 24,049 | -1,709 | $1,005 |
| VANGUARD INDEX FDS (VTV) |
6,051 | +363 | $985 |
| VTV | 6,051 | +363 | $985 |
| AMAZON COM INC |
5,120 | -311 | $924 |
| AMZN | 5,120 | -311 | $924 |
| ISHARES TR (TLH) |
7,915 | +3 | $831 |
| TLH | 7,915 | +3 | $831 |
| ALPHABET INC |
5,328 | -370 | $811 |
| GOOG | 5,328 | -370 | $811 |
| ISHARES TR (ESGD) |
9,907 | +824 | $792 |
| ESGD | 9,907 | +824 | $792 |
| SCHWAB STRATEGIC TR |
20,103 | -1,135 | $720 |
| SCHC | 20,103 | -1,135 | $720 |
| INVESCO QQQ TR |
1,615 | -164 | $717 |
| QQQ | 1,615 | -164 | $717 |
| ALPHABET INC |
4,378 | -2,090 | $661 |
| GOOGL | 4,378 | -2,090 | $661 |
| COSTCO WHSL CORP NEW |
886 | +300 | $649 |
| COST | 886 | +300 | $649 |
| ISHARES TR (DSI) |
6,290 | -20 | $634 |
| DSI | 6,290 | -20 | $634 |
| RTX CORPORATION |
6,261 | +11 | $611 |
| RTX | 6,261 | +11 | $611 |
See Full List: All Stocks Held By Peak Financial Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Peak Financial Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $315,492 At 12/31/2023: $297,679 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 |
