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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Peak Financial Management, Inc. INSTITUTION : Peak Financial Management, Inc.
Peak Financial Management, Inc. Portfolio (reported on 2020-04-29)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 17,626,000 136,729 9.00%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 12,544,000 485,437 6.40%
SPDR INDEX SHS FDS    (PORTFLI MSCI GBL) ACIM 12,518,000 372,236 6.39%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 11,910,000 50,293 6.08%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 9,720,000 156,649 4.96%
ISHARES TR    (CORE US AGGBD ET) AGG 9,063,000 78,553 4.62%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL HLT) 8,633,000 45,636 4.41%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 8,603,000 149,583 4.39%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 6,071,000 69,714 3.10%
VANECK VECTORS ETF TR    (INTL HIGH YIELD) 5,982,000 281,529 3.05%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 5,750,000 136,391 2.93%
ISHARES TR    (0-5YR HI YL CP) SHYG 5,703,000 139,547 2.91%
ISHARES TR    (SH TR CRPORT ETF) CSJ 5,696,000 108,785 2.90%
SPDR SER TR    (BLOMBERG INTL TR) BWX 5,363,000 192,910 2.73%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 5,157,000 211,346 2.63%
ABERDEEN STD PRECIOUS METALS    (PHYSCL PM BASKET) 4,970,000 66,184 2.53%
INVESCO QQQ TR    (UNIT SER 1) 4,638,000 24,359 2.36%
FIDELITY COVINGTON TR    (MSCI MATLS INDEX) FMAT 4,617,000 188,462 2.35%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 4,408,000 131,390 2.25%
ISHARES TR    (MSCI ACWI ETF) ACWI 4,004,000 63,984 2.04%
ISHARES TR    (CORE MSCI EAFE) IEFA 3,911,000 78,398 1.99%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,739,000 66,634 1.91%
ISHARES U S ETF TR    (COMMOD SEL STG) COMT 3,670,000 163,486 1.87%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 3,666,000 67,558 1.87%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 3,640,000 52,118 1.85%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 3,423,000 56,647 1.74%
APPLE INC    (COM) AAPL 3,217,000 12,650 1.64%
ISHARES TR    (TIPS BD ETF) TIP 2,885,000 24,462 1.47%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 2,860,000 46,691 1.46%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 1,735,000 36,181 0.88%
SPROTT PHYSICAL GOLD & SILVE    (TR UNIT) 1,418,000 96,966 0.72%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 899,000 8,470 0.45%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL MAT) 802,000 9,776 0.40%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 720,000 34,808 0.36%
ISHARES TR    (CORE S&P TTL STK) ISI 608,000 10,625 0.31%
VERIZON COMMUNICATIONS INC    (COM) VZ 541,000 10,074 0.27%
ISHARES TR    (CORE S&P500 ETF) IVV 448,000 1,733 0.22%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 412,000 12,599 0.21%
BARCLAYS BANK PLC    (DJUBS CMDT ETN36) DJP 405,000 24,503 0.20%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 403,000 4,547 0.20%
ISHARES TR    (EAFE SML CP ETF) SCZ 399,000 8,902 0.20%
MICROSOFT CORP    (COM) MSFT 383,000 2,430 0.19%
RAYTHEON CO    (COM NEW) RTN 328,000 2,504 0.16%
ISHARES INC    (CORE MSCI EMKT) IEMG 293,000 7,239 0.14%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 292,000 1,132 0.14%
SPROTT PHYSICAL GOLD TRUST    (UNIT) PHYS 289,000 22,000 0.14%
PROCTER & GAMBLE CO    (COM) PG 254,000 2,312 0.12%
ALPHABET INC    (CAP STK CL C) GOOG 253,000 218 0.12%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 248,000 4,806 0.12%
ENBRIDGE INC    (COM) ENB 230,000 7,919 0.11%
ALPHABET INC    (CAP STK CL A) GOOGL 206,000 177 0.10%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 203,000 959 0.10%
Total Value As 2020-03-31: 195,756,000 SEC FILING
* Portfolios do not reflect changes after reporting
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