Peak Financial Management, Inc. Portfolio Holdings
Peak Financial Management, Inc.
- $303 Million
- Q1 2024
Peak Financial Management, Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $303 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $34.3M, Vanguard Total Stock Market Et with a value of $26.8M, Spdr Index Shs Fds S Spdr Port with a value of $22.3M, Vanguard Index Fds S&P 500 ETF with a value of $17.1M, and Schwab Strategic Us Tips ETF with a value of $12.3M.
Examining the 13F form we can see an increase of $5.73M in the current position value, from $298M to 303M.
Below you can find more details about Peak Financial Management, Inc. portfolio as well as his latest detailed transactions.