Peak Financial Management, Inc.
CIK Number: 0001669662
Main Sectors:
Top Industries:
Filing Date: Jul 23, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total ... | 74.11 | +0.19% | 593.24K | +0.21% | 40.99M | 54.47 | 11.66% | Share |
| 2 | VTI | Vanguard Total ... | 329.77 | +0.14% | 98.37K | -1.25% | 29.9M | 107.3 | 8.50% | Share |
| 3 | SPGM | SPDR Portfolio ... | 75.42 | +0.12% | 373.49K | +0.32% | 25.77M | 39.98 | 7.33% | Share |
| 4 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 29.89K | -1.41% | 16.98M | 197.07 | 4.83% | Share |
| 5 | RSP | Invesco S&P 500... | 190.60 | +0.25% | 87.11K | +5.06% | 15.83M | 178.64 | 4.50% | Share |
| 6 | JPIB | JPMorgan Intern... | 48.91 | +0.03% | 288.58K | +2.11% | 14.03M | 47.91 | 3.99% | Share |
| 7 | VCIT | Vanguard Interm... | 84.16 | +0.11% | 143.09K | +3.93% | 11.86M | 86.69 | 3.37% | Share |
| 8 | AGG | iShares Core U.... | 100.29 | +0.11% | 112.72K | +1.71% | 11.18M | 110.84 | 3.18% | Share |
| 9 | SPEM | SPDR Portfolio ... | 47.22 | +0.24% | 253.6K | +0.25% | 10.84M | 34.48 | 3.08% | Share |
| 10 | SCHB | Schwab U.S. Bro... | 25.84 | +0.14% | 453.29K | +3.26% | 10.8M | 13.19 | 3.07% | Share |
| 11 | SCHM | Schwab U.S. Mid... | 29.93 | +0.52% | 384.71K | +3.16% | 10.79M | 18.86 | 3.07% | Share |
| 12 | GLTR | abrdn Physical ... | 165.50 | -0.46% | 74.93K | -3.46% | 10.35M | 71.62 | 2.94% | Share |
| 13 | SHYG | iShares 0-5 Yea... | 43.12 | -0.03% | 231.16K | +2.39% | 9.97M | 45.04 | 2.84% | Share |
| 14 | RPV | Invesco S&P 500... | 99.59 | +0.03% | 102.81K | -1.03% | 9.64M | 84.38 | 2.74% | Share |
| 15 | SCHP | Schwab U.S. TIP... | 26.89 | -0.06% | 350.68K | -28.17% | 9.36M | 28.22 | 2.66% | Share |
| 16 | SCHZ | Schwab U.S. Agg... | 23.47 | +0.09% | 324.05K | +7.87% | 7.53M | 24.16 | 2.14% | Share |
| 17 | IJR | iShares Core S&... | 119.52 | +0.29% | 68.8K | +1.53% | 7.52M | 74.04 | 2.14% | Share |
| 18 | NFLT | Virtus Newfleet... | 23.08 | -0.13% | 302.67K | +100.00% | 6.91M | 22.83 | 1.97% | Share |
| 19 | ACWI | iShares MSCI AC... | 139.26 | +0.23% | 45.3K | -1.52% | 5.83M | 71.28 | 1.66% | Share |
| 20 | USRT | iShares Core U.... | 58.49 | -0.56% | 94.72K | +1.54% | 5.36M | 48.97 | 1.52% | Share |
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