Notify me when Peak Financial Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 98 | $387,746,483 | +$6,974,861 | -$6,473,797 | +$501,064 | VXUS, VTI, SPGM, RSP, VOO | 13F-HR | 22 Jan 2026, 17:48 |
| Q3 2025 | 101 | $378,251,613 | +$16,712,522 | -$12,057,691 | +$4,654,831 | VXUS, VTI, SPGM, VOO, RSP | 13F-HR | 09 Oct 2025, 09:52 |
| Q2 2025 | 95 | $351,576,663 | +$21,908,237 | -$25,114,974 | -$3,206,737 | VXUS, VTI, SPGM, VOO, RSP | 13F-HR | 23 Jul 2025, 16:16 |
| Q1 2025 | 97 | $333,928,466 | +$21,244,760 | -$20,653,976 | +$590,784 | VXUS, VTI, SPGM, VOO, RSP | 13F-HR | 12 May 2025, 17:56 |
| Q4 2024 | 96 | $333,911,793 | +$34,426,030 | -$5,027,460 | +$29,398,570 | VXUS, VTI, SPGM, VOO, RSP | 13F-HR | 21 Jan 2025, 17:34 |
| Q3 2024 | 98 | $340,581,082 | +$17,968,951 | -$16,427,374 | +$1,541,577 | VXUS, VTI, SPGM, VOO, RSP | 13F-HR | 15 Oct 2024, 17:28 |
| Q2 2024 | 94 | $319,478,546 | +$9,591,105 | -$6,116,639 | +$3,474,466 | VXUS, VTI, SPGM, VOO, SCHP | 13F-HR | 22 Jul 2024, 17:50 |
| Q1 2024 | 96 | $315,494,330 | +$8,589,237 | -$4,229,603 | +$4,359,634 | VXUS, VTI, SPGM, VOO, SCHP | 13F-HR | 22 Apr 2024, 19:47 |
| Q4 2023 | 85 | $297,678,347 | +$13,235,560 | -$14,130,914 | -$895,354 | VXUS, VTI, SPGM, VOO, SCHP | 13F-HR | 18 Jan 2024, 09:54 |
| Q3 2023 | 72 | $274,868,882 | +$56,669,119 | -$41,052,110 | +$15,617,009 | VXUS, VTI, SPGM, VOO, SCHP | 13F-HR | 24 Oct 2023, 21:31 |
| Q2 2023 | 78 | $280,847,237 | +$10,813,190 | -$6,618,614 | +$4,194,576 | VTI, SPGM, SCHF, VOO, SCHP | 13F-HR | 26 Jul 2023, 20:42 |
| Q1 2023 | 69 | $268,905,685 | +$3,749,167 | -$2,437,858 | +$1,311,309 | VTI, SPGM, SCHF, VOO, AGG | 13F-HR | 24 Apr 2023, 21:37 |
| Q4 2022 | 71 | $254,261,776 | +$12,321,068 | -$12,856,535 | -$535,467 | VTI, SPGM, SCHF, VOO, SCHP | 13F-HR | 27 Jan 2023, 18:03 |
| Q3 2022 | 66 | $239,838,000 | +$11,467,409 | -$6,462,562 | +$5,004,847 | VTI, SPGM, VOO, SCHF, SCHP | 13F-HR | 28 Oct 2022, 06:31 |
| Q2 2022 | 66 | $245,868,000 | +$5,247,678 | -$12,440,405 | -$7,192,727 | VTI, SPGM, VOO, SCHF, SCHP | 13F-HR | 28 Jul 2022, 18:13 |
| Q1 2022 | 75 | $298,464,000 | +$21,380,613 | -$12,830,455 | +$8,550,158 | VTI, SPGM, VOO, SCHF, SCHP | 13F-HR | 19 Apr 2022, 20:37 |
| Q4 2021 | 77 | $308,806,000 | +$6,625,045 | -$5,700,423 | +$924,622 | VTI, SPGM, VOO, SCHF, SCHP | 13F-HR | 26 Jan 2022, 21:24 |
| Q3 2021 | 71 | $295,105,000 | +$5,648,998 | -$1,956,506 | +$3,692,492 | VTI, SPGM, VOO, SCHF, SCHP | 13F-HR | 19 Oct 2021, 13:27 |
| Q2 2021 | 71 | $294,408,000 | +$5,660,528 | -$3,069,943 | +$2,590,585 | VTI, SPGM, VOO, SCHF, SCHP | 13F-HR | 03 Aug 2021, 20:51 |
| Q1 2021 | 73 | $275,956,000 | +$6,991,185 | -$5,110,972 | +$1,880,213 | VTI, SPGM, SCHF, VOO, SCHP | 13F-HR | 29 Apr 2021, 11:16 |
| Q4 2020 | 66 | $265,604,000 | +$11,669,956 | -$1,979,376 | +$9,690,580 | VTI, SPGM, VOO, SCHF, AGG | 13F-HR | 25 Jan 2021, 21:25 |
| Q3 2020 | 59 | $231,669,000 | +$10,708,115 | -$1,637,552 | +$9,070,563 | VTI, SPGM, VOO, SCHF, AGG | 13F-HR | 19 Oct 2020, 17:08 |
| Q2 2020 | 54 | $212,996,000 | +$3,235,768 | -$14,795,335 | -$11,559,567 | VTI, SPGM, VOO, SCHF, EFAV | 13F-HR | 05 Aug 2020, 20:05 |
| Q1 2020 | 52 | $195,756,000 | +$14,141,838 | -$13,892,321 | +$249,517 | VTI, SCHF, SPGM, VOO, EFAV | 13F-HR | 29 Apr 2020, 09:54 |
| Q4 2019 | 56 | $234,428,000 | +$7,672,273 | -$10,878,248 | -$3,205,975 | VTI, RSPH, VOO, SPGM, EFAV | 13F-HR | 31 Jan 2020, 17:06 |
| Q3 2019 | 56 | $225,118,000 | +$9,708,853 | -$1,187,186 | +$8,521,667 | VTI, VOO, SPGM, RSPH, EFAV | 13F-HR | 28 Oct 2019, 18:04 |
| Q2 2019 | 56 | $222,693,000 | +$2,541,254 | -$2,575,962 | -$34,708 | VTI, RSPH, VOO, SPGM, EFAV | 13F-HR | 01 Aug 2019, 13:53 |
| Q1 2019 | 57 | $217,481,000 | +$10,477,274 | -$14,442,848 | -$3,965,574 | VTI, RSPH, VOO, SPGM, EFAV | 13F-HR | 01 May 2019, 15:08 |
| Q4 2018 | 54 | $203,234,000 | +$24,025,062 | -$20,696,256 | +$3,328,806 | VTI, RSPH, VOO, EFAV, SCHF | 13F-HR | 30 Jan 2019, 17:30 |
| Q3 2018 | 51 | $222,373,000 | +$12,021,679 | -$11,772,828 | +$248,851 | VTI, RSPH, SCHF, VOO, EFAV | 13F-HR | 06 Nov 2018, 16:44 |
| Q2 2018 | 51 | $216,544,000 | +$30,481,503 | -$25,377,276 | +$5,104,227 | VTI, SCHF, VOO, RSPH, EFAV | 13F-HR | 18 Jul 2018, 20:52 |
| Q1 2018 | 47 | $210,280,000 | +$11,240,970 | -$60,109,876 | -$48,868,906 | VTI, EFAV, SCHF, VOO, RYH | 13F-HR | 08 May 2018, 10:40 |
| Q4 2017 | 49 | $263,913,000 | +$11,834,635 | -$13,152,820 | -$1,318,185 | VTI, VOO, SCHF, EFAV, RYH | 13F-HR | 08 Feb 2018, 11:24 |
| Q3 2017 | 46 | $259,293,000 | +$20,907,389 | -$24,139,161 | -$3,231,772 | VTI, VOO, EFAV, SCHF, RYH | 13F-HR | 30 Oct 2017, 09:28 |
| Q2 2017 | 47 | $255,458,000 | +$4,796,920 | -$3,946,714 | +$850,206 | VTI, VOO, EFAV, RYH, SCHF | 13F-HR | 14 Aug 2017, 16:26 |
| Q1 2017 | 45 | $247,588,000 | +$31,308,033 | -$24,990,277 | +$6,317,756 | VTI, VOO, EFAV, RYH, SCHF | 13F-HR | 15 May 2017, 10:52 |
| Q4 2016 | 40 | $229,737,000 | +$24,457,638 | -$21,529,656 | +$2,927,982 | VTI, VOO, DBEF, EFAV, RYH | 13F-HR | 14 Feb 2017, 17:51 |
| Q3 2016 | 30 | $231,115,000 | +$14,992,368 | -$14,708,910 | +$283,458 | VTI, EFAV, VOO, RYH, DBEF | 13F-HR | 15 Dec 2016, 18:52 |
| Q2 2016 | 34 | $223,814,000 | +$31,331,849 | -$30,719,131 | +$612,718 | VTI, VOO, RYH, DBEF, AGG | 13F-HR | 15 Aug 2016, 15:16 |
| Q4 2015 | 30 | $218,669,000 | $0 | $0 | $0 | VTI, VGT, VOO, DBEF, RYH | Restatement | 15 Aug 2016, 15:15 |