Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEAK FINANCIAL MANAGEMENT INC | 01-18-2024 | 12-31-2023 | 85 | 297,678,347 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 1 | $32,530,256 | 561,254 | 0.01 | 0.01 | 60,418 | 12.06 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $24,564,266 | 103,551 | 0.01 | 0.01 | -1,543 | -1.47 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 3 | $20,489,041 | 370,239 | 0.01 | 0.01 | -8,225 | -2.17 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $15,987,587 | 36,602 | 0.01 | 0.01 | -1,177 | -3.12 | 12-31-2023 |
