Peak Financial Management, Inc.

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$341M
Signature - Title
Shaun Thompson - Chief Compliance Officer
Location
93 Worcester Street, Suite 101, Wellesley, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 98 $341M +$18M -$16.4M +$1.54M VXUS, VTI, SPGM, VOO, RSP 13F-HR 10/15/2024, 05:28 PM
Q2 2024 94 $319M +$9.59M -$6.12M +$3.47M VXUS, VTI, SPGM, VOO, SCHP 13F-HR 7/22/2024, 05:50 PM
Q1 2024 96 $315M +$8.59M -$4.23M +$4.36M VXUS, VTI, SPGM, VOO, SCHP 13F-HR 4/22/2024, 07:47 PM
Q4 2023 85 $298M +$13.2M -$14.1M -$895K VXUS, VTI, SPGM, VOO, SCHP 13F-HR 1/18/2024, 09:54 AM
Q3 2023 72 $275M +$56.7M -$41.1M +$15.6M VXUS, VTI, SPGM, VOO, SCHP 13F-HR 10/24/2023, 09:31 PM
Q2 2023 78 $281M +$10.8M -$6.62M +$4.19M VTI, SPGM, SCHF, VOO, SCHP 13F-HR 7/26/2023, 08:42 PM
Q1 2023 69 $269M +$3.75M -$2.44M +$1.31M VTI, SPGM, SCHF, VOO, AGG 13F-HR 4/24/2023, 09:37 PM
Q4 2022 71 $254M +$12.3M -$12.9M -$535K VTI, SPGM, SCHF, VOO, SCHP 13F-HR 1/27/2023, 06:03 PM
Q3 2022 66 $240M +$11.5M -$6.46M +$5M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 10/28/2022, 06:31 AM
Q2 2022 66 $246M +$5.25M -$12.4M -$7.19M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 7/28/2022, 06:13 PM
Q1 2022 75 $298M +$21.4M -$12.8M +$8.55M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 4/19/2022, 08:37 PM
Q4 2021 77 $309M +$6.63M -$5.7M +$925K VTI, SPGM, VOO, SCHF, SCHP 13F-HR 1/26/2022, 09:24 PM
Q3 2021 71 $295M +$5.65M -$1.96M +$3.69M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 10/19/2021, 01:27 PM
Q2 2021 71 $294M +$5.66M -$3.07M +$2.59M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 8/3/2021, 08:51 PM
Q1 2021 73 $276M +$6.99M -$5.11M +$1.88M VTI, SPGM, SCHF, VOO, SCHP 13F-HR 4/29/2021, 11:16 AM
Q4 2020 66 $266M +$11.7M -$1.98M +$9.69M VTI, SPGM, VOO, SCHF, AGG 13F-HR 1/25/2021, 09:25 PM
Q3 2020 59 $232M +$10.7M -$1.64M +$9.07M VTI, SPGM, VOO, SCHF, AGG 13F-HR 10/19/2020, 05:08 PM
Q2 2020 54 $213M +$3.24M -$14.8M -$11.6M VTI, SPGM, VOO, SCHF, EFAV 13F-HR 8/5/2020, 08:05 PM
Q1 2020 52 $196M +$14.1M -$13.9M +$250K VTI, SCHF, SPGM, VOO, EFAV 13F-HR 4/29/2020, 09:54 AM
Q4 2019 56 $234M +$7.67M -$10.9M -$3.21M VTI, RSPH, VOO, SPGM, EFAV 13F-HR 1/31/2020, 05:06 PM
Q3 2019 56 $225M +$9.71M -$1.19M +$8.52M VTI, VOO, SPGM, RSPH, EFAV 13F-HR 10/28/2019, 06:04 PM
Q2 2019 56 $223M +$2.54M -$2.58M -$34.7K VTI, RSPH, VOO, SPGM, EFAV 13F-HR 8/1/2019, 01:53 PM
Q1 2019 57 $217M +$10.5M -$14.4M -$3.97M VTI, RSPH, VOO, SPGM, EFAV 13F-HR 5/1/2019, 03:08 PM
Q4 2018 54 $203M +$24M -$20.7M +$3.33M VTI, RSPH, VOO, EFAV, SCHF 13F-HR 1/30/2019, 05:30 PM
Q3 2018 51 $222M +$12M -$11.8M +$249K VTI, RSPH, SCHF, VOO, EFAV 13F-HR 11/6/2018, 04:44 PM
Q2 2018 51 $217M +$30.5M -$25.4M +$5.1M VTI, SCHF, VOO, RSPH, EFAV 13F-HR 7/18/2018, 08:52 PM
Q1 2018 47 $210M +$11.2M -$60.1M -$48.9M VTI, EFAV, SCHF, VOO, RYH 13F-HR 5/8/2018, 10:40 AM
Q4 2017 49 $264M +$11.8M -$13.2M -$1.32M VTI, VOO, SCHF, EFAV, RYH 13F-HR 2/8/2018, 11:24 AM
Q3 2017 46 $259M +$20.9M -$24.1M -$3.23M VTI, VOO, EFAV, SCHF, RYH 13F-HR 10/30/2017, 09:28 AM
Q2 2017 47 $255M +$4.8M -$3.95M +$850K VTI, VOO, EFAV, RYH, SCHF 13F-HR 8/14/2017, 04:26 PM
Q1 2017 45 $248M +$31.3M -$25M +$6.32M VTI, VOO, EFAV, RYH, SCHF 13F-HR 5/15/2017, 10:52 AM
Q4 2016 40 $230M +$24.5M -$21.5M +$2.93M VTI, VOO, DBEF, EFAV, RYH 13F-HR 2/14/2017, 05:51 PM
Q3 2016 30 $231M +$15M -$14.7M +$283K VTI, EFAV, VOO, RYH, DBEF 13F-HR 12/15/2016, 06:52 PM
Q2 2016 34 $224M +$31.3M -$30.7M +$613K VTI, VOO, RYH, DBEF, AGG 13F-HR 8/15/2016, 03:16 PM
Q4 2015 30 $219M $0 $0 VTI, VGT, VOO, DBEF, RYH Restatement 8/15/2016, 03:15 PM