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Peak Financial Management, Inc. Buys Schwab International Small-Cap Equity, Central Fund of ...

Peak Financial Management, Inc.

  • New Purchases: SCHC , CEF , SCHB , SCHX, SCHH, SCHF, XLV, ACIM, IEFA, SCHE,
  • Added Positions:AMJ, VCIT,
  • Reduced Positions:VTI, VGT, VOO, VNQ, RYH, DBEF, AGG, ACWV, VWO, PHYS,
  • Sold Out:IBB, GE, SPY,

For the details of Peak Financial Management, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Peak+Financial+Management%2C+Inc.

These are the top 5 holdings of Peak Financial Management, Inc.

  1. Vanguard Total Stock Market ( VTI ) - 211,914 shares, 14.94% of the total portfolio. Shares reduced by 13.1%
  2. Vanguard S&P 500 ( VOO ) - 85,221 shares, 10.7% of the total portfolio. Shares reduced by 5.9%
  3. Deutsche X-trackers MSCI EAFE Hedged Equity ( DBEF ) - 607,901 shares, 10.43% of the total portfolio. Shares reduced by 1.7%
  4. Guggenheim S&P 500 Equal Weight Healthcare ( RYH ) - 101,998 shares, 9.1% of the total portfolio. Shares reduced by 3.19%
  5. iShares Core U.S. Aggregate Bond ( AGG ) - 136,388 shares, 9.01% of the total portfolio. Shares reduced by 1.24%

New Purchase: Schwab International Small-Cap Equity (SCHC)

Peak Financial Management, Inc. initiated holdings in Schwab International Small-Cap Equity. The purchase prices were between $28.71 and $30.89, with an estimated average price of $29.53. The stock is now traded at around $31.02. The impact to the portfolio due to this purchase was 4.35%. The holdings were 244,336 shares as of 2016-12-31.

New Purchase: Central Fund of Canada Ltd (CEF)

Peak Financial Management, Inc. initiated holdings in Central Fund of Canada Ltd. The purchase prices were between $11.29 and $13.96, with an estimated average price of $12.51. The stock is now traded at around $12.55. The impact to the portfolio due to this purchase was 4.28%. The holdings were 620,680 shares as of 2016-12-31.

New Purchase: Schwab U.S. Broad Market (SCHB)

Peak Financial Management, Inc. initiated holdings in Schwab U.S. Broad Market. The purchase prices were between $50.22 and $55.21, with an estimated average price of $52.9. The stock is now traded at around $56.92. The impact to the portfolio due to this purchase was 2.2%. The holdings were 66,311 shares as of 2016-12-31.

New Purchase: Schwab U.S. Large-Cap (SCHX)

Peak Financial Management, Inc. initiated holdings in Schwab U.S. Large-Cap. The purchase prices were between $49.69 and $54.31, with an estimated average price of $52.14. The stock is now traded at around $56.06. The impact to the portfolio due to this purchase was 0.69%. The holdings were 21,125 shares as of 2016-12-31.

New Purchase: Schwab U.S. REIT (SCHH)

Peak Financial Management, Inc. initiated holdings in Schwab U.S. REIT. The purchase prices were between $38.61 and $41.82, with an estimated average price of $40.13. The stock is now traded at around $41.21. The impact to the portfolio due to this purchase was 0.54%. The holdings were 21,440 shares as of 2016-12-31.

New Purchase: Schwab International Equity (SCHF)

Peak Financial Management, Inc. initiated holdings in Schwab International Equity. The purchase prices were between $27.42 and $28.84, with an estimated average price of $28.03. The stock is now traded at around $29.22. The impact to the portfolio due to this purchase was 0.44%. The holdings were 25,896 shares as of 2016-12-31.

Sold Out: iShares Nasdaq Biotechnology Index Fund (IBB)

Peak Financial Management, Inc. sold out the holdings in iShares Nasdaq Biotechnology Index Fund. The sale prices were between $246.87 and $293.09, with an estimated average price of $273.18.

Sold Out: General Electric Co (GE)

Peak Financial Management, Inc. sold out the holdings in General Electric Co. The sale prices were between $28.28 and $32.25, with an estimated average price of $30.31.

Sold Out: SPDR S&P 500 (SPY)

Peak Financial Management, Inc. sold out the holdings in SPDR S&P 500. The sale prices were between $208.55 and $227.76, with an estimated average price of $218.6.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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