PEAK FINANCIAL MANAGEMENT, INC. Holdings

PEAK FINANCIAL MANAGEMENT, INC. is an investment fund managing more than 239.84M US dollars. The largest holdings include Vanguard Total Stock Market Index Fund, SPDR Portfolio MSCI Global Stock Market ETF and Vanguard 500 Index Fund. In Q3 2022 the fund bought assets of total value of 4.56M US dollars and sold assets of total value of 24.56M US dollars.

$239.83M

portfolio value

-12.79%

quarter

-38.83%

1 year

-20.35%

3 years

-9.75%

5 years

PEAK FINANCIAL MANAGEMENT, INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q2 2016	33686000	28124000
Q3 2016	15922000	8979000
Q4 2016	22000000	23379000
Q1 2017	40080000	22349000
Q2 2017	8141000	370000
Q3 2017	22541000	18689000
Q4 2017	12815000	8199000
Q1 2018	10533000	64197000
Q2 2018	30393000	24189000
Q3 2018	13036000	7237000
Q4 2018	19017000	37807000
Q1 2019	16519000	2544000
Q2 2019	4544000	455000
Q3 2019	2774000	402000
Q4 2019	10914000	1828000
Q1 2020	-6398000	32274000
Q2 2020	6708000	10734000
Q3 2020	13620000	4812000
Q4 2020	28731000	5098000
Q1 2021	6804000	3500000
Q2 2021	10592000	7203000
Q3 2021	2893000	2216000
Q4 2021	8982000	4523000
Q1 2022	9344000	19356000
Q2 2022	-13474000	24321000
Q3 2022	4557000	24564000

PEAK FINANCIAL MANAGEMENT, INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 8.43% Portfolio value: 20.22M Avg. open price: $144.68 Current price: $203.99 P/L: +40.99% Sold -2.01% shares Q3 2022	share	8.43%	20.22M	$144.68	$203.99	+40.99%	Sold -2.01% shares Q3 2022
SPDR Portfolio MSCI Global Stock Market ETF Portfolio share: 6.66% Portfolio value: 15.97M Avg. open price: $37.63 Current price: $49.46 P/L: +31.45% Bought +0.97% shares Q3 2022	share	6.66%	15.97M	$37.63	$49.46	+31.45%	Bought +0.97% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 5.58% Portfolio value: 13.37M Avg. open price: $258.64 Current price: $371.84 P/L: +43.77% Sold -6.28% shares Q3 2022	share	5.58%	13.37M	$258.64	$371.84	+43.77%	Sold -6.28% shares Q3 2022
Schwab International Equity ETF Portfolio share: 5.39% Portfolio value: 12.92M Avg. open price: $26.55 Current price: $33.85 P/L: +27.49% Sold -0.94% shares Q3 2022	share	5.39%	12.92M	$26.55	$33.85	+27.49%	Sold -0.94% shares Q3 2022
Schwab U.S. TIPS ETF Portfolio share: 4.76% Portfolio value: 11.41M Avg. open price: $54.38 Current price: $53.83 P/L: -1.01% Sold -0.07% shares Q3 2022	share	4.76%	11.41M	$54.38	$53.83	-1.01%	Sold -0.07% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 4.49% Portfolio value: 10.76M Avg. open price: $111.16 Current price: $99.29 P/L: -10.68% Sold -2.74% shares Q3 2022	share	4.49%	10.76M	$111.16	$99.29	-10.68%	Sold -2.74% shares Q3 2022
Invesco S&P 500 Equal Weight Health Care ETF Portfolio share: 3.75% Portfolio value: 8.99M Avg. open price: $183.09 Current price: $295.38 P/L: +61.33% Sold -0.51% shares Q3 2022	share	3.75%	8.99M	$183.09	$295.38	+61.33%	Sold -0.51% shares Q3 2022
Vanguard Intermediate-Term Corporate Bond Index Fund Portfolio share: 3.34% Portfolio value: 8.01M Avg. open price: $83.51 Current price: $79.33 P/L: -5.01% Bought +2.86% shares Q3 2022	share	3.34%	8.01M	$83.51	$79.33	-5.01%	Bought +2.86% shares Q3 2022
iShares 1-5 Year Investment Grade Corporate Bond ETF Portfolio share: 3.32% Portfolio value: 7.96M Avg. open price: $52.86 Current price: $50.08 P/L: -5.25% Bought +3.14% shares Q3 2022	share	3.32%	7.96M	$52.86	$50.08	-5.25%	Bought +3.14% shares Q3 2022
iShares 0-5 Year High Yield Corporate Bond ETF Portfolio share: 3.20% Portfolio value: 7.68M Avg. open price: $39.4 Current price: $41.66 P/L: +5.74% Bought +0.23% shares Q3 2022	share	3.20%	7.68M	$39.4	$41.66	+5.74%	Bought +0.23% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 3.10% Portfolio value: 7.42M Avg. open price: $48.46 Current price: $69.92 P/L: +44.28% Sold -2.63% shares Q3 2022	share	3.10%	7.42M	$48.46	$69.92	+44.28%	Sold -2.63% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 3.00% Portfolio value: 7.18M Avg. open price: $166.11 Current price: $147.85 P/L: -10.99% Sold -87.70% shares Q3 2022	share	3.00%	7.18M	$166.11	$147.85	-10.99%	Sold -87.70% shares Q3 2022
ISHARES TR Portfolio share: 2.82% Portfolio value: 6.77M Avg. open price: N/A Current price: N/A P/L: N/A Sold -5.50% shares Q3 2022	share	2.82%	6.77M	N/A	N/A	N/A	Sold -5.50% shares Q3 2022
Invesco S&P 500 Pure Value ETF Portfolio share: 2.82% Portfolio value: 6.75M Avg. open price: $85.65 Current price: $82.5 P/L: -3.68% Sold -3.28% shares Q3 2022	share	2.82%	6.75M	$85.65	$82.5	-3.68%	Sold -3.28% shares Q3 2022
VanEck International High Yield Bond ETF Portfolio share: 2.68% Portfolio value: 6.41M Avg. open price: $22.1 Current price: $19.76 P/L: -10.58% N/A Q3 2022	share	2.68%	6.41M	$22.1	$19.76	-10.58%	N/A Q3 2022
iShares GSCI Commodity Dynamic Roll Strategy ETF Portfolio share: 2.59% Portfolio value: 6.20M Avg. open price: $30.71 Current price: $37.45 P/L: +21.93% Sold -5.66% shares Q3 2022	share	2.59%	6.20M	$30.71	$37.45	+21.93%	Sold -5.66% shares Q3 2022
abrdn Physical Precious Metals Basket Shares ETF Portfolio share: 2.54% Portfolio value: 6.09M Avg. open price: $77.62 Current price: $88.15 P/L: +13.56% Bought +3.97% shares Q3 2022	share	2.54%	6.09M	$77.62	$88.15	+13.56%	Bought +3.97% shares Q3 2022
Fidelity MSCI Materials Index ETF Portfolio share: 2.49% Portfolio value: 5.97M Avg. open price: $29.09 Current price: $46.89 P/L: +61.17% Sold -3.70% shares Q3 2022	share	2.49%	5.97M	$29.09	$46.89	+61.17%	Sold -3.70% shares Q3 2022
Schwab International Small-Cap Equity ETF Portfolio share: 2.44% Portfolio value: 5.85M Avg. open price: $30.86 Current price: $32.98 P/L: +6.87% Bought +3.64% shares Q3 2022	share	2.44%	5.85M	$30.86	$32.98	+6.87%	Bought +3.64% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 2.28% Portfolio value: 5.47M Avg. open price: $44.1 Current price: $40.67 P/L: -7.79% Bought +2.35% shares Q3 2022	share	2.28%	5.47M	$44.1	$40.67	-7.79%	Bought +2.35% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 2.24% Portfolio value: 5.36M Avg. open price: $78.24 Current price: $102.13 P/L: +30.54% Sold -2.40% shares Q3 2022	share	2.24%	5.36M	$78.24	$102.13	+30.54%	Sold -2.40% shares Q3 2022
SPDR Bloomberg International Treasury Bond ETF Portfolio share: 2.23% Portfolio value: 5.35M Avg. open price: $28.36 Current price: $22.93 P/L: -19.14% Bought +2.36% shares Q3 2022	share	2.23%	5.35M	$28.36	$22.93	-19.14%	Bought +2.36% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 1.77% Portfolio value: 4.25M Avg. open price: $61.09 Current price: $47.77 P/L: -21.81% Bought +1.65% shares Q3 2022	share	1.77%	4.25M	$61.09	$47.77	-21.81%	Bought +1.65% shares Q3 2022
ISHARES TR Portfolio share: 1.76% Portfolio value: 4.23M Avg. open price: N/A Current price: N/A P/L: N/A Sold -10.44% shares Q3 2022	share	1.76%	4.23M	N/A	N/A	N/A	Sold -10.44% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 1.72% Portfolio value: 4.11M Avg. open price: $112.69 Current price: $110.18 P/L: -2.23% Sold -2.07% shares Q3 2022	share	1.72%	4.11M	$112.69	$110.18	-2.23%	Sold -2.07% shares Q3 2022
iShares MSCI ACWI ETF Portfolio share: 1.70% Portfolio value: 4.08M Avg. open price: $70.48 Current price: $89.72 P/L: +27.30% Sold -7.65% shares Q3 2022	share	1.70%	4.08M	$70.48	$89.72	+27.30%	Sold -7.65% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 1.53% Portfolio value: 3.66M Avg. open price: $80.31 Current price: $87.63 P/L: +9.12% Sold -6.56% shares Q3 2022	share	1.53%	3.66M	$80.31	$87.63	+9.12%	Sold -6.56% shares Q3 2022
Schwab U.S. Aggregate Bond ETF Portfolio share: 1.46% Portfolio value: 3.49M Avg. open price: $48.9 Current price: $46.74 P/L: -4.42% Bought +3.71% shares Q3 2022	share	1.46%	3.49M	$48.9	$46.74	-4.42%	Bought +3.71% shares Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 1.42% Portfolio value: 3.41M Avg. open price: $62.64 Current price: $48.08 P/L: -23.24% Bought +0.24% shares Q3 2022	share	1.42%	3.41M	$62.64	$48.08	-23.24%	Bought +0.24% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.53% Portfolio value: 1.28M Avg. open price: $66.79 Current price: $90.37 P/L: +35.30% Bought +8.23% shares Q3 2022	share	0.53%	1.28M	$66.79	$90.37	+35.30%	Bought +8.23% shares Q3 2022
Asset Management Sprott Physical Gold and Silver Trust Portfolio share: 0.53% Portfolio value: 1.27M Avg. open price: $16.24 Current price: $17.6 P/L: +8.39% Sold -6.43% shares Q3 2022	share	0.53%	1.27M	$16.24	$17.6	+8.39%	Sold -6.43% shares Q3 2022
Invesco S&P 500 Equal Weight Materials ETF Portfolio share: 0.51% Portfolio value: 1.22M Avg. open price: $130.11 Current price: $172.3 P/L: +32.43% Bought +0.37% shares Q3 2022	share	0.51%	1.22M	$130.11	$172.3	+32.43%	Bought +0.37% shares Q3 2022
iPath Bloomberg Commodity Index Total Return(SM) ETN Portfolio share: 0.50% Portfolio value: 1.21M Avg. open price: $22.41 Current price: $34.12 P/L: +52.23% Sold -0.31% shares Q2 2022	share	0.50%	1.21M	$22.41	$34.12	+52.23%	Sold -0.31% shares Q2 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.46% Portfolio value: 1.10M Avg. open price: $26.7 Current price: $24.95 P/L: -6.57% Sold -4.15% shares Q3 2022	share	0.46%	1.10M	$26.7	$24.95	-6.57%	Sold -4.15% shares Q3 2022
SPDR DoubleLine Total Return Tactical ETF Portfolio share: 0.43% Portfolio value: 1.02M Avg. open price: $46.78 Current price: $40.86 P/L: -12.66% Bought +15.19% shares Q3 2022	share	0.43%	1.02M	$46.78	$40.86	-12.66%	Bought +15.19% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.42% Portfolio value: 1.01M Avg. open price: $295.19 Current price: $408.71 P/L: +38.45% Bought +2.34% shares Q3 2022	share	0.42%	1.01M	$295.19	$408.71	+38.45%	Bought +2.34% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.41% Portfolio value: 983K Avg. open price: $253.09 Current price: $253.79 P/L: +0.28% Bought +5.29% shares Q3 2022	share	0.41%	983K	$253.09	$253.79	+0.28%	Bought +5.29% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.38% Portfolio value: 918K Avg. open price: $208.68 Current price: $292.55 P/L: +40.19% Sold -12.82% shares Q3 2022	share	0.38%	918K	$208.68	$292.55	+40.19%	Sold -12.82% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.36% Portfolio value: 865K Avg. open price: $40.5 Current price: $43.74 P/L: +8.01% Bought +200.72% shares Q3 2022	share	0.36%	865K	$40.5	$43.74	+8.01%	Bought +200.72% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.26% Portfolio value: 629K Avg. open price: $2,013.95 Current price: $99.62 P/L: -95.05% Bought +4.78% shares Q3 2022	share	0.26%	629K	$2,013.95	$99.62	-95.05%	Bought +4.78% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.25% Portfolio value: 603K Avg. open price: $1,942.43 Current price: $100.05 P/L: -94.85% Bought +4.15% shares Q3 2022	share	0.25%	603K	$1,942.43	$100.05	-94.85%	Bought +4.15% shares Q3 2022
Schwab U.S. REIT ETF Portfolio share: 0.22% Portfolio value: 533K Avg. open price: $38.29 Current price: $20.34 P/L: -46.88% Bought +5.64% shares Q3 2022	share	0.22%	533K	$38.29	$20.34	-46.88%	Bought +5.64% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.22% Portfolio value: 525K Avg. open price: $522.1 Current price: $94.15 P/L: -81.97% Bought +15.40% shares Q3 2022	share	0.22%	525K	$522.1	$94.15	-81.97%	Bought +15.40% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.21% Portfolio value: 515K Avg. open price: $52.56 Current price: $48.68 P/L: -7.38% Sold -1.92% shares Q3 2022	share	0.21%	515K	$52.56	$48.68	-7.38%	Sold -1.92% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.21% Portfolio value: 497K Avg. open price: $90.21 Current price: $101.01 P/L: +11.97% Bought +0.18% shares Q3 2022	share	0.21%	497K	$90.21	$101.01	+11.97%	Bought +0.18% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 0.17% Portfolio value: 418K Avg. open price: $102.08 Current price: $139.78 P/L: +36.93% Bought +2.01% shares Q2 2022	share	0.17%	418K	$102.08	$139.78	+36.93%	Bought +2.01% shares Q2 2022
Vanguard Value Index Fund Portfolio share: 0.17% Portfolio value: 400K Avg. open price: N/A Current price: $146 P/L: N/A N/A Q3 2022	share	0.17%	400K	N/A	$146	N/A	N/A Q3 2022
PIMCO Active Bond Exchange-Traded Fund Portfolio share: 0.16% Portfolio value: 393K Avg. open price: $101.55 Current price: $92.2 P/L: -9.20% Sold -46.54% shares Q3 2022	share	0.16%	393K	$101.55	$92.2	-9.20%	Sold -46.54% shares Q3 2022
iShares ESG Aware MSCI EAFE ETF Portfolio share: 0.16% Portfolio value: 385K Avg. open price: $72.86 Current price: $67.86 P/L: -6.86% Bought +9.70% shares Q3 2022	share	0.16%	385K	$72.86	$67.86	-6.86%	Bought +9.70% shares Q3 2022
iShares MSCI KLD 400 Social ETF Portfolio share: 0.16% Portfolio value: 376K Avg. open price: $83.59 Current price: $76.8 P/L: -8.12% Bought +7.34% shares Q3 2022	share	0.16%	376K	$83.59	$76.8	-8.12%	Bought +7.34% shares Q3 2022
Vanguard Short-Term Inflation-Protected Securities Index Fund Portfolio share: 0.15% Portfolio value: 370K Avg. open price: N/A Current price: $48.22 P/L: N/A N/A Q3 2022	share	0.15%	370K	N/A	$48.22	N/A	N/A Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.15% Portfolio value: 359K Avg. open price: $192.89 Current price: $167.78 P/L: -13.02% Bought +16.76% shares Q3 2022	share	0.15%	359K	$192.89	$167.78	-13.02%	Bought +16.76% shares Q3 2022
iShares ESG USD Corporate Bond ETF Portfolio share: 0.14% Portfolio value: 330K Avg. open price: $26.1 Current price: $22.95 P/L: -12.08% Bought +16.26% shares Q3 2022	share	0.14%	330K	$26.1	$22.95	-12.08%	Bought +16.26% shares Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 0.13% Portfolio value: 308K Avg. open price: $75.26 Current price: $90.31 P/L: +20.00% Bought +5.82% shares Q3 2022	share	0.13%	308K	$75.26	$90.31	+20.00%	Bought +5.82% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.12% Portfolio value: 294K Avg. open price: $75.27 Current price: $149.88 P/L: +99.14% Bought +1.04% shares Q3 2022	share	0.12%	294K	$75.27	$149.88	+99.14%	Bought +1.04% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.12% Portfolio value: 291K Avg. open price: N/A Current price: $494.53 P/L: N/A Sold -13.97% shares Q3 2021	share	0.12%	291K	N/A	$494.53	N/A	Sold -13.97% shares Q3 2021
iShares ESG Aware MSCI USA ETF Portfolio share: 0.12% Portfolio value: 289K Avg. open price: $104.45 Current price: $90.41 P/L: -13.44% Sold -2.36% shares Q3 2022	share	0.12%	289K	$104.45	$90.41	-13.44%	Sold -2.36% shares Q3 2022
Asset Management Sprott Physical Gold Trust Portfolio share: 0.12% Portfolio value: 282K Avg. open price: $10.84 Current price: $13.86 P/L: +27.81% Sold -24.14% shares Q1 2020	share	0.12%	282K	$10.84	$13.86	+27.81%	Sold -24.14% shares Q1 2020
iShares MSCI USA ESG Select ETF Portfolio share: 0.12% Portfolio value: 281K Avg. open price: $99.61 Current price: $87.88 P/L: -11.78% Sold -0.72% shares Q3 2022	share	0.12%	281K	$99.61	$87.88	-11.78%	Sold -0.72% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.11% Portfolio value: 269K Avg. open price: $160.69 Current price: $178.88 P/L: +11.32% Sold -2.78% shares Q2 2022	share	0.11%	269K	$160.69	$178.88	+11.32%	Sold -2.78% shares Q2 2022
Medical Instruments & Supplies LeMaitre Vascular, Inc. Portfolio share: 0.10% Portfolio value: 247K Avg. open price: N/A Current price: $47.17 P/L: N/A Sold -33.94% shares Q1 2021	share	0.10%	247K	N/A	$47.17	N/A	Sold -33.94% shares Q1 2021
Schwab U.S. Small-Cap ETF Portfolio share: 0.09% Portfolio value: 224K Avg. open price: $73.01 Current price: $43.54 P/L: -40.36% Sold -3.27% shares Q3 2022	share	0.09%	224K	$73.01	$43.54	-40.36%	Sold -3.27% shares Q3 2022
Invesco Global Short Term High Yield Bond ETF Portfolio share: 0.09% Portfolio value: 216K Avg. open price: N/A Current price: $19.36 P/L: N/A N/A Q3 2022	share	0.09%	216K	N/A	$19.36	N/A	N/A Q3 2022
First Trust Value Line Dividend Index Fund Portfolio share: 0.09% Portfolio value: 208K Avg. open price: N/A Current price: $41.35 P/L: N/A N/A Q1 2022	share	0.09%	208K	N/A	$41.35	N/A	N/A Q1 2022
Medical Devices Boston Scientific Corporation Portfolio share: 0.08% Portfolio value: 201K Avg. open price: N/A Current price: $46.6 P/L: N/A N/A Q3 2022	share	0.08%	201K	N/A	$46.6	N/A	N/A Q3 2022
Tobacco 22nd Century Group, Inc. Portfolio share: 0.01% Portfolio value: 24K Avg. open price: $4.63 Current price: $1.17 P/L: -74.73% Sold -16.13% shares Q4 2021	share	0.01%	24K	$4.63	$1.17	-74.73%	Sold -16.13% shares Q4 2021
Biotechnology Moderna, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $234.98 Current price: $182.35 P/L: -22.40% Sold -100.00% shares Q3 2022	share	0.00%	0	$234.98	$182.35	-22.40%	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $60.19 Current price: $57.76 P/L: -4.04% Sold -100.00% shares Q3 2022	share	0.00%	0	$60.19	$57.76	-4.04%	Sold -100.00% shares Q3 2022
iShares Russell Mid-Cap Value ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $119.64 Current price: $111.6 P/L: -6.72% Sold -100.00% shares Q3 2022	share	0.00%	0	$119.64	$111.6	-6.72%	Sold -100.00% shares Q3 2022

Showing TOP 71 PEAK FINANCIAL MANAGEMENT's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of PEAK FINANCIAL MANAGEMENT, INC.?

The biggest position of the PEAK FINANCIAL MANAGEMENT, INC. is Vanguard Total Stock Market Index Fund (VTI) with 8.43% portfolio share worth of 20.22M US dollars.

Top 5 PEAK FINANCIAL MANAGEMENT's holdings represent 30.82% of the portfolio:

Vanguard Total Stock Market Index Fund (VTI) – 8.43%
SPDR Portfolio MSCI Global Stock Market ETF (SPGM) – 6.66%
Vanguard 500 Index Fund (VOO) – 5.58%
Schwab International Equity ETF (SCHF) – 5.39%
Schwab U.S. TIPS ETF (SCHP) – 4.76%

Who is the portfolio manager of PEAK FINANCIAL MANAGEMENT, INC.?

The portfolio manager of the PEAK FINANCIAL MANAGEMENT, INC. is .

What is the total asset value of the PEAK FINANCIAL MANAGEMENT, INC. portfolio?

PEAK FINANCIAL MANAGEMENT, INC. total asset value (portfolio value) is 239.84M US dollars.

Who is ?

is the portfolio manager of the PEAK FINANCIAL MANAGEMENT, INC..

What is (PEAK FINANCIAL MANAGEMENT, INC.) fund performance?

PEAK FINANCIAL MANAGEMENT's quarterly performance is -12.79%, annualy -38.83%. In the past 3 years, the value of 's portfolio has decreased by -20%. In the past 5 years, the value of the portfolio has decreased by -10%.

What is the PEAK FINANCIAL MANAGEMENT, INC. CIK?

PEAK FINANCIAL MANAGEMENT's Central Index Key is 0001669662 .

PEAK FINANCIAL MANAGEMENT, INC. Holdings

PEAK FINANCIAL MANAGEMENT, INC. portfolio value:

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