Avoid Fraud, Get The Facts, And Find The Best
Legal Name: PEAK FINANCIAL MANAGEMENT INC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 1, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
145,168 |
$21,788k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V332)
|
69,890 |
$14,163k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
52,152 |
$14,037k |
|
|
SPDR INDEX SHS FDS (78463X475)
|
169,882 |
$13,582k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
177,709 |
$12,909k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
385,828 |
$12,381k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
82,553 |
$9,192k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
141,383 |
$7,961k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
120,783 |
$6,895k |
|
|
VanEck Vectors International High Yield Bond ETF (92189F445)
|
268,764 |
$6,690k |
|
|
SCHWAB STRATEGIC TR (808524888)
|
199,880 |
$6,524k |
|
|
Fidelity(R) MSCI Materials ETF (316092881)
|
195,411 |
$6,409k |
|
|
ABERDEEN STD PRECIOUS METALS (003263100)
|
90,450 |
$6,157k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
67,590 |
$6,073k |
|
|
ISHARES TR (46434V407)
|
120,497 |
$5,627k |
|
|
SPDR SERIES TRUST (78464A516)
|
189,637 |
$5,484k |
|
|
ISHARES US ETF TRUST COMMODITIES SELECT (46431W853)
|
164,634 |
$5,384k |
|
|
INVESCO EXCHNG TRADED FD TR SR LN ETF (46138G508)
|
236,362 |
$5,356k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
124,980 |
$5,315k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
54,811 |
$4,790k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
72,874 |
$4,474k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
60,988 |
$4,302k |
|
|
ISHARES TR (464288257)
|
56,629 |
$4,174k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
50,361 |
$3,942k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
63,600 |
$3,371k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
46,177 |
$3,241k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
59,333 |
$2,911k |
|
|
Apple Inc (037833100)
|
13,115 |
$2,596k |
|
|
ISHARES TR (464287176)
|
22,155 |
$2,559k |
|
|
CENTRAL FD CDA LTD (153501101)
|
112,000 |
$1,482k |
|
|
SPROTT PHYS GLD&SILV (85208R101)
|
112,000 |
$1,482k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V316)
|
10,814 |
$1,186k |
|
|
PIMCO ETF TR (72201R775)
|
9,524 |
$1,024k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
9,167 |
$611k |
|
|
DIAGEO P L C (25243Q205)
|
3,397 |
$585k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
22,100 |
$580k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,252 |
$579k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
9,930 |
$567k |
|
|
ISHARES (464288273)
|
8,552 |
$491k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,582 |
$463k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
10,265 |
$456k |
|
|
RAYTHEON (755111507)
|
2,504 |
$435k |
|
|
BARCLAYS BK PLC (06738C778)
|
18,320 |
$407k |
|
|
Exxon Mobil Corp (30231G102)
|
5,244 |
$402k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
5,518 |
$394k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,329 |
$392k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
7,045 |
$362k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
1,595 |
$336k |
|
|
SPROTT PHYSICAL GOLD TRUST (85207H104)
|
29,000 |
$329k |
|
|
MICROSOFT CORP (594918104)
|
2,246 |
$301k |
|
|
LeMaitre Vascular (LMAT) (525558201)
|
10,243 |
$287k |
|
|
ENBRIDGE INC (29250N105)
|
7,833 |
$283k |
|
|
PROCTER & GAMBLE CO (742718109)
|
2,450 |
$269k |
|
|
Vaneck Vectors Etf Tr Mtg Reit Income (92189F452)
|
11,028 |
$256k |
|
|
Alphabet Inc (02079K107)
|
208 |
$225k |
|
|
VANGUARD WORLD FDS CONSUM DIS (92204A108)
|
1,240 |
$222k |
|
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