All Stocks Held By Peak Financial Management Inc.

As of 12/31/2023, we find all stocks held by Peak Financial Management Inc. to be as follows, presented in the table below with each row detailing each Peak Financial Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Peak Financial Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Peak Financial Management Inc. as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
VANGUARD STAR FDS (VXUS)	561,254	+60,418	$32,530
VXUS	561,254	+60,418	$32,530
VANGUARD INDEX FDS (VTI)	103,551	-1,543	$24,564
VTI	103,551	-1,543	$24,564
SPDR INDEX SHS FDS (SPGM)	370,239	-8,225	$20,489
SPGM	370,239	-8,225	$20,489
VANGUARD INDEX FDS (VOO)	36,602	-1,177	$15,988
VOO	36,602	-1,177	$15,988
SCHWAB STRATEGIC TR	231,010	-14,312	$12,059
SCHP	231,010	-14,312	$12,059
ISHARES TR (AGG)	108,554	-9,670	$10,774
AGG	108,554	-9,670	$10,774
INVESCO EXCHANGE TRADED FD T (RSPH)	342,454	+342,454	$10,198
RSPH	342,454	+342,454	$10,198
APPLE INC	51,379	-817	$9,892
AAPL	51,379	-817	$9,892
SCHWAB STRATEGIC TR	122,697	-1,852	$9,242
SCHM	122,697	-1,852	$9,242
VANGUARD SCOTTSDALE FDS (VCIT)	112,528	-7,039	$9,146
VCIT	112,528	-7,039	$9,146
ISHARES TR (SHYG)	202,158	+3,765	$8,535
SHYG	202,158	+3,765	$8,535
ISHARES TR (ILTB)	158,516	-15,422	$8,335
ILTB	158,516	-15,422	$8,335
INVESCO EXCHANGE TRADED FD T (RPV)	101,284	-4,053	$8,313
RPV	101,284	-4,053	$8,313
SPDR INDEX SHS FDS (SPEM)	219,128	+9,083	$7,759
SPEM	219,128	+9,083	$7,759
INVESCO EXCH TRADED FD TR II (PICB)	335,832	+27,561	$7,741
PICB	335,832	+27,561	$7,741
FIDELITY COVINGTON TRUST	148,268	-8,411	$7,227
FMAT	148,268	-8,411	$7,227
SCHWAB STRATEGIC TR	128,911	+2,884	$7,176
SCHB	128,911	+2,884	$7,176
ABRDN PRECIOUS METALS BASKET	76,903	-2,471	$7,000
GLTR	76,903	-2,471	$7,000
ISHARES TR (IJR)	63,857	-374	$6,912
IJR	63,857	-374	$6,912
SPDR SER TR (BWX)	265,951	-11,563	$6,165
BWX	265,951	-11,563	$6,165
ISHARES U S ETF TR (COMT)	211,951	-2,331	$5,314
COMT	211,951	-2,331	$5,314
ISHARES TR (ACWI)	48,002	+384	$4,885
ACWI	48,002	+384	$4,885
SCHWAB STRATEGIC TR	101,002	-10,274	$4,709
SCHZ	101,002	-10,274	$4,709
ISHARES TR (USRT)	85,454	+3,717	$4,639
USRT	85,454	+3,717	$4,639
SCHWAB STRATEGIC TR	73,484	-6,056	$4,145
SCHX	73,484	-6,056	$4,145
ISHARES TR (TIP)	35,287	-4,699	$3,793
TIP	35,287	-4,699	$3,793
SCHWAB STRATEGIC TR	90,965	-37,717	$3,362
SCHF	90,965	-37,717	$3,362
ISHARES TR (IEFA)	36,989	-7,577	$2,602
IEFA	36,989	-7,577	$2,602
ISHARES TR (IVV)	3,983	-137	$1,903
IVV	3,983	-137	$1,903
ISHARES TR (ITOT)	17,009	+141	$1,790
ITOT	17,009	+141	$1,790
SPROTT PHYSICAL GOLD & SILVE	78,050	-1,135	$1,495
CEF	78,050	-1,135	$1,495
MICROSOFT CORP	3,809	-368	$1,432
MSFT	3,809	-368	$1,432
ISHARES TR (STIP)	14,429	+14,429	$1,423
STIP	14,429	+14,429	$1,423
NVIDIA CORPORATION	2,670	-340	$1,322
NVDA	2,670	-340	$1,322
INVESCO EXCHANGE TRADED FD T (RSPM)	39,185	+39,185	$1,318
RSPM	39,185	+39,185	$1,318
VANGUARD TAX MANAGED FDS (VEA)	26,881	+212	$1,288
VEA	26,881	+212	$1,288
BARCLAYS BANK PLC	39,816	+1,075	$1,210
DJP	39,816	+1,075	$1,210
SSGA ACTIVE ETF TR (TOTL)	29,577	+29,577	$1,190
TOTL	29,577	+29,577	$1,190
VANGUARD INTL EQUITY INDEX F (VWO)	25,758	-6,501	$1,059
VWO	25,758	-6,501	$1,059
ALPHABET INC	6,468	UNCH	$904
GOOGL	6,468	UNCH	$904
ISHARES TR (TLH)	7,912	+7,912	$857
TLH	7,912	+7,912	$857
VANGUARD INDEX FDS (VTV)	5,688	+1,832	$850
VTV	5,688	+1,832	$850
AMAZON COM INC	5,431	+1,042	$825
AMZN	5,431	+1,042	$825
ALPHABET INC	5,698	-1,630	$803
GOOG	5,698	-1,630	$803
SCHWAB STRATEGIC TR	21,238	-29,913	$741
SCHC	21,238	-29,913	$741
INVESCO QQQ TR	1,779	+180	$729
QQQ	1,779	+180	$729
ISHARES TR (ESGD)	9,083	+425	$686
ESGD	9,083	+425	$686
ISHARES TR (LQD)	5,585	+5,585	$618
LQD	5,585	+5,585	$618
ISHARES TR (DSI)	6,310	-12	$575
DSI	6,310	-12	$575
SELECT SECTOR SPDR TR (XLV)	3,965	+555	$541
XLV	3,965	+555	$541
RTX CORPORATION	6,250	+142	$526
RTX	6,250	+142	$526
TESLA INC	1,998	-376	$496
TSLA	1,998	-376	$496
ISHARES TR (SUSA)	4,624	+127	$465
SUSA	4,624	+127	$465
HUBSPOT INC	771	UNCH	$448
HUBS	771	UNCH	$448
VERIZON COMMUNICATIONS INC	11,350	+11,350	$428
VZ	11,350	+11,350	$428
BOEING CO	1,640	+550	$427
BA	1,640	+550	$427
ISHARES TR (ESGU)	3,698	-309	$388
ESGU	3,698	-309	$388
COSTCO WHSL CORP NEW	586	UNCH	$387
COST	586	UNCH	$387
PROCTER AND GAMBLE CO	2,455	+98	$360
PG	2,455	+98	$360
ISHARES TR (SUSC)	15,158	+405	$353
SUSC	15,158	+405	$353
SPROTT PHYSICAL GOLD TR	22,000	UNCH	$350
PHYS	22,000	UNCH	$350
EXXON MOBIL CORP	3,476	+1,000	$348
XOM	3,476	+1,000	$348
ISHARES TR (EFAV)	4,878	-7,505	$338
EFAV	4,878	-7,505	$338
VANECK ETF TRUST (IHY)	15,951	-27,446	$333
IHY	15,951	-27,446	$333
VANGUARD INDEX FDS (VNQ)	3,734	-1,256	$330
VNQ	3,734	-1,256	$330
BLACKSTONE INC	2,142	+13	$280
BX	2,142	+13	$280
LEMAITRE VASCULAR INC	4,865	UNCH	$276
LMAT	4,865	UNCH	$276
META PLATFORMS INC	703	-152	$249
META	703	-152	$249
ISHARES TR (IWS)	2,100	UNCH	$244
IWS	2,100	UNCH	$244
CHEVRON CORP NEW	1,617	+381	$241
CVX	1,617	+381	$241
BROADCOM INC	215	+215	$240
AVGO	215	+215	$240
ADVANCED MICRO DEVICES INC	1,599	+1,599	$236
AMD	1,599	+1,599	$236
FIRST TR VALUE LINE DIVID IN (FVD)	5,800	UNCH	$235
FVD	5,800	UNCH	$235
BOSTON SCIENTIFIC CORP	4,054	-508	$234
BSX	4,054	-508	$234
BERKSHIRE HATHAWAY INC DEL			$233
BRK.B	653	+653	$233
JPMORGAN CHASE & CO	1,340	+1,340	$228
JPM	1,340	+1,340	$228
LADDER CAP CORP	19,826	+19,826	$228
LADR	19,826	+19,826	$228
ELI LILLY & CO	390	+390	$227
LLY	390	+390	$227
TJX COS INC NEW	2,425	+2,425	$227
TJX	2,425	+2,425	$227
VANGUARD MUN BD FDS (VTEB)	4,380	+4,380	$224
VTEB	4,380	+4,380	$224
ISHARES TR (ESML)	5,849	+5,849	$222
ESML	5,849	+5,849	$222
SCHWAB STRATEGIC TR	4,472	-1,156	$211
SCHA	4,472	-1,156	$211
WISDOMTREE TR	5,055	+5,055	$207
EPI	5,055	+5,055	$207
DUPONT DE NEMOURS INC	2,649	+2,649	$204
DD	2,649	+2,649	$204
ISHARES INC (ESGE)	6,320	+6,320	$203
ESGE	6,320	+6,320	$203
JOHNSON & JOHNSON			$0 (exited)
JNJ	0	-1,599	$0
ISHARES TR			$0 (exited)
MUB	0	-2,813	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
RTM	0	-42,223	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
RYH	0	-354,829	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHE	0	-8,492	$0
SELECT SECTOR SPDR TR	0	-2,280	$0 (exited)
XLE	0	-2,280	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
RSPH	+342,454	+$10,198
STIP	+14,429	+$1,423
RSPM	+39,185	+$1,318
TOTL	+29,577	+$1,190
TLH	+7,912	+$857
LQD	+5,585	+$618
VZ	+11,350	+$428
AVGO	+215	+$240
AMD	+1,599	+$236
BRK	+653	+$233

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
RYH	-354,829	-$101,857
RTM	-42,223	-$6,623
MUB	-2,813	-$288
JNJ	-1,599	-$249
XLE	-2,280	-$206
SCHE	-8,492	-$203

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
VXUS	+60,418	+$5,725
PICB	+27,561	+$1,329
SPEM	+9,083	+$708
SHYG	+3,765	+$395
USRT	+3,717	+$783
SCHB	+2,884	+$894
VTV	+1,832	+$318
DJP	+1,075	-$35
AMZN	+1,042	+$267
XOM	+1,000	+$57

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SCHF	-37,717	-$1,008
SCHC	-29,913	-$909
IHY	-27,446	-$516
ILTB	-15,422	+$116
SCHP	-14,312	-$327
BWX	-11,563	+$271
SCHZ	-10,274	-$213
AGG	-9,670	-$344
FMAT	-8,411	+$303

Peak Financial Management Inc. Info

Size ($ in 1000's)
At 12/31/2023: $297,679
At 09/30/2023: $372,319

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

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