0001085146-16-004344.txt : 20160815 0001085146-16-004344.hdr.sgml : 20160815 20160815151601 ACCESSION NUMBER: 0001085146-16-004344 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160815 DATE AS OF CHANGE: 20160815 EFFECTIVENESS DATE: 20160815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peak Financial Management, Inc. CENTRAL INDEX KEY: 0001669662 IRS NUMBER: 043127512 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17408 FILM NUMBER: 161832148 BUSINESS ADDRESS: STREET 1: 281 WINTER STREET STREET 2: SUITE 160 CITY: WALTHAM STATE: MA ZIP: 02451 BUSINESS PHONE: 781-487-9500 MAIL ADDRESS: STREET 1: 281 WINTER STREET STREET 2: SUITE 160 CITY: WALTHAM STATE: MA ZIP: 02451 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001669662 XXXXXXXX 06-30-2016 06-30-2016 false Peak Financial Management, Inc.

281 WINTER STREET SUITE 160 Waltham MA 02451

13F HOLDINGS REPORT 028-17408 N Neel Tiku 781-487-9500 /s/ Neel Tiku Waltham MA 08-12-2016 0 34 224231 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 1041 10889 SH SOLE 10889 0 0 BARCLAYS BK PLC IPSPGS TTL ETN 06738C794 176 176328 SH SOLE 176328 0 0 DBX ETF TR XTRAK MSCI EAFE 233051200 15933 637589 SH SOLE 637589 0 0 EXXON MOBIL CORP COM 30231G102 792 8450 SH SOLE 8450 0 0 ISHARES CORE LT USDB ETF 464289479 14150 211882 SH SOLE 211882 0 0 ISHARES MIN VOL GBL ETF 464286525 4538 59423 SH SOLE 59423 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 3589 77449 SH SOLE 77449 0 0 ISHARES TR CORE US AGGBD ET 464287226 15586 138404 SH SOLE 138404 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 13917 209627 SH SOLE 209627 0 0 ISHARES TR MSCI ACWI ETF 464288257 5143 91469 SH SOLE 91469 0 0 ISHARES TR NASDQ BIOTEC ETF 464287556 5020 19507 SH SOLE 19507 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 6499 204307 SH SOLE 204307 0 0 PHILIP MORRIS INTL INC COM 718172109 223 2188 SH SOLE 2188 0 0 PROCTER & GAMBLE CO COM 742718109 217 2561 SH SOLE 2561 0 0 RYDEX ETF TRUST GUG S&P500EQWTHC 78355W841 16748 111049 SH SOLE 111049 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 203 967 SH SOLE 967 0 0 SPDR SERIES TRUST BARC SHT TR CP 78464A474 288 9363 SH SOLE 9363 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 253 3015 SH SOLE 3015 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 142 12950 SH SOLE 12950 0 0 STAPLES INC COM 855030102 96 11129 SH SOLE 11129 0 0 TELEFONICA S A SPONSORED ADR 879382208 241 241341 SH SOLE 241341 0 0 VANECK VECTORS ETF TR INTL HIGH YIELD 92189F445 6501 272108 SH SOLE 272108 0 0 VANECK VECTORS ETF TR MTG REIT INCOME 92189F452 8084 374282 SH SOLE 374282 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 12764 229150 SH SOLE 229150 0 0 VANGUARD INDEX FDS REIT ETF 922908553 10187 114889 SH SOLE 114889 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18294 95181 SH SOLE 95181 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 26508 247367 SH SOLE 247367 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5990 170030 SH SOLE 170030 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5387 60248 SH SOLE 60248 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3574 101065 SH SOLE 101065 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 407 3336 SH SOLE 3336 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 13940 130168 SH SOLE 130168 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 518 9270 SH SOLE 9270 0 0 WISDOMTREE TR EUR HDG SMLCAP 97717X552 7282 316458 SH SOLE 316458 0 0