0001085146-20-001238.txt : 20200429 0001085146-20-001238.hdr.sgml : 20200429 20200429095459 ACCESSION NUMBER: 0001085146-20-001238 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 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: 20827885 BUSINESS ADDRESS: STREET 1: 20 WILLIAM STREET STREET 2: SUITE 135 CITY: WELLESLEY STATE: MA ZIP: 02481 BUSINESS PHONE: 781-487-9500 MAIL ADDRESS: STREET 1: 20 WILLIAM STREET STREET 2: SUITE 135 CITY: WELLESLEY STATE: MA ZIP: 02481 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001669662 XXXXXXXX 03-31-2020 03-31-2020 false Peak Financial Management, Inc.

20 WILLIAM STREET SUITE 135 WELLESLEY MA 02481

13F HOLDINGS REPORT 028-17408 N Chris Gaffney 781-487-9500 /s/ Chris Gaffney Wellesley MA 04-28-2020 0 52 195756 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 4970 66184 SH SOLE 66184 0 0 ALPHABET INC CAP STK CL C 02079K107 253 218 SH SOLE 218 0 0 ALPHABET INC CAP STK CL A 02079K305 206 177 SH SOLE 177 0 0 APPLE INC COM 037833100 3217 12650 SH SOLE 12650 0 0 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 405 24503 SH SOLE 24503 0 0 ENBRIDGE INC COM 29250N105 230 7919 SH SOLE 7919 0 0 FIDELITY COVINGTON TR MSCI MATLS INDEX 316092881 4617 188462 SH SOLE 188462 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 802 9776 SH SOLE 9776 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 8633 45636 SH SOLE 45636 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 4638 24359 SH SOLE 24359 0 0 ISHARES INC CORE MSCI EMKT 46434G103 293 7239 SH SOLE 7239 0 0 ISHARES TR CORE S&P TTL STK 464287150 608 10625 SH SOLE 10625 0 0 ISHARES TR TIPS BD ETF 464287176 2885 24462 SH SOLE 24462 0 0 ISHARES TR CORE S&P500 ETF 464287200 448 1733 SH SOLE 1733 0 0 ISHARES TR CORE US AGGBD ET 464287226 9063 78553 SH SOLE 78553 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3739 66634 SH SOLE 66634 0 0 ISHARES TR MSCI ACWI ETF 464288257 4004 63984 SH SOLE 63984 0 0 ISHARES TR EAFE SML CP ETF 464288273 399 8902 SH SOLE 8902 0 0 ISHARES TR SH TR CRPORT ETF 464288646 5696 108785 SH SOLE 108785 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 9720 156649 SH SOLE 156649 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3911 78398 SH SOLE 78398 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 5703 139547 SH SOLE 139547 0 0 ISHARES U S ETF TR COMMOD SEL STG 46431W853 3670 163486 SH SOLE 163486 0 0 MICROSOFT CORP COM 594918104 383 2430 SH SOLE 2430 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 899 8470 SH SOLE 8470 0 0 PROCTER & GAMBLE CO COM 742718109 254 2312 SH SOLE 2312 0 0 RAYTHEON CO COM NEW 755111507 328 2504 SH SOLE 2504 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3423 56647 SH SOLE 56647 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2860 46691 SH SOLE 46691 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5750 136391 SH SOLE 136391 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 248 4806 SH SOLE 4806 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 720 34808 SH SOLE 34808 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12544 485437 SH SOLE 485437 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3666 67558 SH SOLE 67558 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 412 12599 SH SOLE 12599 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 8603 149583 SH SOLE 149583 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 5157 211346 SH SOLE 211346 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 403 4547 SH SOLE 4547 0 0 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 12518 372236 SH SOLE 372236 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 292 1132 SH SOLE 1132 0 0 SPDR SER TR BLOMBERG INTL TR 78464A516 5363 192910 SH SOLE 192910 0 0 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 1418 96966 SH SOLE 96966 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 289 22000 SH SOLE 22000 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1735 36181 SH SOLE 36181 0 0 VANECK VECTORS ETF TR INTL HIGH YIELD 92189F445 5982 281529 SH SOLE 281529 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11910 50293 SH SOLE 50293 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3640 52118 SH SOLE 52118 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 17626 136729 SH SOLE 136729 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4408 131390 SH SOLE 131390 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6071 69714 SH SOLE 69714 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 203 959 SH SOLE 959 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 541 10074 SH SOLE 10074 0 0