StockDriftsStockDriftsTop 50 Peak Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 11.61% | 593.3K | $45.7M | -0.34%(-2.00K) | $55.42(+53.51%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.54% | 92.5K | $29.7M | -0.61%(-568) | $99.67(+265.93%) | 2026-03-31 | |
| SPGM | SPDR INDEX SHS FDS | 7% | 364.4K | $27.6M | -1.43%(-5.28K) | $40.09(+112.56%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.63% | 95.1K | $18.3M | +3.26%(+3.00K) | $173.79(+16.76%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 4.18% | 344.1K | $16.5M | +10.24%(+31.97K) | $47.74(+0.32%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.83% | 25.3K | $15.1M | -5.97%(-1.60K) | $186.03(+266.82%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.48% | 165.7K | $13.7M | +7.65%(+11.78K) | $87.78(-5.95%) | 2026-03-31 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 3.43% | 61.9K | $13.5M | -14.55%(-10.54K) | $71.87(+222.87%) | 2026-03-31 | |
| NFLT | ETFIS SER TR I | 3.25% | 562.3K | $12.8M | +9.93%(+50.82K) | $22.81(+0.92%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.14% | 124.4K | $12.4M | +5.11%(+6.04K) | $106.45(-7.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.77% | +32.28% |
| Top 20 Holdings Unweighted | +8.48% | +27.64% |
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