0001085146-18-000411.txt : 20180208 0001085146-18-000411.hdr.sgml : 20180208 20180208112435 ACCESSION NUMBER: 0001085146-18-000411 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180208 DATE AS OF CHANGE: 20180208 EFFECTIVENESS DATE: 20180208 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: 18583673 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 true false 0001669662 XXXXXXXX 12-31-2017 12-31-2017 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 02-07-2018 0 49 263913 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 220 210 SH SOLE 210 0 0 APPLE INC COM 037833100 2347 13868 SH SOLE 13868 0 0 ENBRIDGE INC COM 29250N105 539 13780 SH SOLE 13780 0 0 ETFS PRECIOUS METALS BASKET PHYS PM BSKT 26922W109 8701 133845 SH SOLE 133845 0 0 EXXON MOBIL CORP COM 30231G102 478 5720 SH SOLE 5720 0 0 FACEBOOK INC CL A 30303M102 288 1632 SH SOLE 1632 0 0 FIDELITY MSCI INFO TECH I 316092808 1624 32495 SH SOLE 32495 0 0 FIDELITY MSCI MATLS INDEX 316092881 8917 254555 SH SOLE 254555 0 0 ISHARES INC MIN VOL GBL ETF 464286525 9763 115781 SH SOLE 115781 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 6706 142279 SH SOLE 142279 0 0 ISHARES TR CORE LT USDB ETF 464289479 9805 151384 SH SOLE 151384 0 0 ISHARES TR CORE MSCI EAFE 46432F842 3102 46932 SH SOLE 46932 0 0 ISHARES TR CORE US AGGBD ET 464287226 13892 127069 SH SOLE 127069 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 18548 254159 SH SOLE 254159 0 0 ISHARES TR TIPS BD ETF 464287176 2290 20078 SH SOLE 20078 0 0 ISHARES U S ETF TR COMMOD SEL STG 46431W853 7257 199703 SH SOLE 199703 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 5090 185299 SH SOLE 185299 0 0 KAYNE ANDERSON MLP INVT CO COM 486606106 3588 188370 SH SOLE 188370 0 0 LEMAITRE VASCULAR INC COM 525558201 346 10875 SH SOLE 10875 0 0 NETFLIX INC COM 64110L106 217 1131 SH SOLE 1131 0 0 PHILIP MORRIS INTL INC COM 718172109 231 2188 SH SOLE 2188 0 0 PIMCO ETF TR INV GRD CRP BD 72201R817 517 4895 SH SOLE 4895 0 0 PROCTER AND GAMBLE CO COM 742718109 573 6234 SH SOLE 6234 0 0 RAYTHEON CO COM NEW 755111507 416 2215 SH SOLE 2215 0 0 RYDEX ETF TRUST GUG S&P500EQWTHC 78355W841 17113 95277 SH SOLE 95277 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 432 15470 SH SOLE 15470 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 18720 549449 SH SOLE 549449 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 9820 268087 SH SOLE 268087 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 627 12045 SH SOLE 12045 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5065 78496 SH SOLE 78496 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1454 22803 SH SOLE 22803 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1006 24177 SH SOLE 24177 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 6620 119430 SH SOLE 119430 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 518 6267 SH SOLE 6267 0 0 SPDR INDEX SHS FDS MSCI ACWI ETF 78463X475 438 5559 SH SOLE 5559 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 307 29000 SH SOLE 29000 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 787 16185 SH SOLE 16185 0 0 VANECK VECTORS ETF TR INTL HIGH YIELD 92189F445 8004 312218 SH SOLE 312218 0 0 VANECK VECTORS ETF TR MTG REIT INCOME 92189F452 10537 437677 SH SOLE 437677 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 8195 150719 SH SOLE 150719 0 0 VANGUARD INDEX FDS REIT ETF 922908553 8507 102516 SH SOLE 102516 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18981 77381 SH SOLE 77381 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25310 184406 SH SOLE 184406 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7349 160073 SH SOLE 160073 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 7224 82660 SH SOLE 82660 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 324 7213 SH SOLE 7213 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 250 1603 SH SOLE 1603 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 353 2140 SH SOLE 2140 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 517 9769 SH SOLE 9769 0 0