Peak Financial Management, Inc. Incresed Positions in Q2 2025

Peak Financial Management, Inc.

  • $338 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.27K
+ 0.21%
$55.54 - $69.09 $70.6K - $87.9K
593K $41M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.21K
+ 0.32%
$55.5 - $69.0 $67K - $83.4K
373K $25.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.2K
+ 5.06%
$152.93 - $181.74 $642K - $762K
87.1K $15.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.3K
+ 3.26%
$19.1 - $23.83 $273K - $341K
453K $10.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.8K
+ 3.16%
$22.92 - $28.05 $270K - $330K
385K $10.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
636
+ 0.25%
$34.72 - $42.74 $22.1K - $27.2K
254K $10.8M
MSFT
Microsoft Corp

Technology
591
+ 19.75%
$354.56 - $497.45 $210K - $294K
3.58K $1.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.41K
+ 3.93%
$79.56 - $82.92 $430K - $448K
143K $11.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.6K
+ 7.87%
$22.68 - $23.28 $536K - $550K
324K $7.53M
JPIB
Jpmorgan International Bond Op

ETFs
5.97K
+ 2.11%
$47.18 - $48.62 $282K - $290K
289K $14M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.4K
+ 2.39%
$40.82 - $43.14 $220K - $233K
231K $9.97M
ITOT
Ishares Core S&P Total U.S. St

ETFs
26
+ 0.15%
$108.12 - $135.04 $2.81K - $3.51K
17.1K $2.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.89K
+ 1.71%
$96.84 - $99.46 $183K - $188K
113K $11.2M
DJP
Barclays Bank PLC

ETFs
3.37K
+ 7.36%
N/A
49.1K $1.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
36
+ 3.58%
$416.06 - $551.64 $15K - $19.9K
1.04K $574K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
184
+ 0.89%
$39.89 - $49.46 $7.34K - $9.1K
20.9K $1.03M
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.14%
$113.75 - $148.48 $1.02K - $1.34K
6.31K $921K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
136
+ 1.67%
$73.02 - $90.22 $9.93K - $12.3K
8.28K $738K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
90
+ 2.01%
$101.97 - $126.75 $9.18K - $11.4K
4.58K $579K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
85
+ 2.32%
$108.06 - $135.3 $9.19K - $11.5K
3.75K $507K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.25K
+ 14.44%
$20.42 - $25.3 $25.5K - $31.5K
9.88K $250K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.21K
+ 6.61%
$22.43 - $23.23 $27.2K - $28.2K
19.5K $453K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2
+ 0.04%
$73.0 - $85.5 $146 - $171
4.47K $375K
TJX
Tjx Companies Inc

Consumer Cyclical
11
+ 0.51%
$119.13 - $135.03 $1.31K - $1.49K
2.18K $268K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3
+ 0.08%
$105.23 - $109.61 $316 - $329
3.81K $417K
VNQ
Vanguard Specialized Funds Van

ETFs
20
+ 0.49%
$79.79 - $91.42 $1.6K - $1.83K
4.12K $366K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.44K
+ 1.54%
$50.37 - $57.97 $72.5K - $83.5K
94.7K $5.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 1.01%
$483.48 - $539.8 $3.38K - $3.78K
700 $340K
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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