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Peak Financial Management, Inc.

Q3 2020 Holdings

Filed 2020-10-19 | 59 holdings | $6.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab Strategic TR(SCHP)US TIPS ETF808524870$9.2K150,0070.1%
Ishares TR(AGG)CORE US AGGBD ET464287226$9.8K83,3300.2%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$14.2K452,6620.2%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$14.6K47,3670.2%
Spdr Index SHS FDS(SPGM)PORTFLI MSCI GBL78463X475$15.4K356,0810.2%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$22.2K130,4030.3%
Costco Whsl Corp New(COST)COM22160K105$291.0K8194.6%
Barclays Bank PLC(DJP)DJUBS CMDT ETN3606738C778$437.0K22,4476.8%
Aberdeen STD Precious Metals(GLTR)PHYSCL PM BASKET003263100$5.4M57,86485.1%
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