0001085146-19-002650.txt : 20191029 0001085146-19-002650.hdr.sgml : 20191029 20191028180403 ACCESSION NUMBER: 0001085146-19-002650 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191029 DATE AS OF CHANGE: 20191028 EFFECTIVENESS DATE: 20191029 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: 191174062 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 09-30-2019 09-30-2019 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 10-28-2019 0 56 225118 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 6383 87941 SH SOLE 87941 0 0 ALPHABET INC CAP STK CL C 02079K107 254 208 SH SOLE 208 0 0 APPLE INC COM 037833100 2872 12823 SH SOLE 12823 0 0 BARCLAYS BK PLC DJUBS CMDT ETN36 06738C778 343 15715 SH SOLE 15715 0 0 CENTRAL FD CDA LTD CL A 153501101 1620 114340 SH SOLE 114340 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 555 3397 SH SOLE 3397 0 0 ENBRIDGE INC COM 29250N105 275 7833 SH SOLE 7833 0 0 EXXON MOBIL CORP COM 30231G102 356 5044 SH SOLE 5044 0 0 FIDELITY COVINGTON TR MSCI MATLS INDEX 316092881 6352 196489 SH SOLE 196489 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 13722 70021 SH SOLE 70021 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT 46137V316 1174 10778 SH SOLE 10778 0 0 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 5152 228057 SH SOLE 228057 0 0 ISHARES INC CORE MSCI EMKT 46434G103 374 7638 SH SOLE 7638 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 5792 124583 SH SOLE 124583 0 0 ISHARES TR CORE MSCI EAFE 46432F842 4531 74187 SH SOLE 74187 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3983 51174 SH SOLE 51174 0 0 ISHARES TR CORE S&P TTL STK 464287150 651 9713 SH SOLE 9713 0 0 ISHARES TR CORE S&P500 ETF 464287200 415 1389 SH SOLE 1389 0 0 ISHARES TR CORE US AGGBD ET 464287226 9649 85264 SH SOLE 85264 0 0 ISHARES TR EAFE SML CP ETF 464288273 513 8972 SH SOLE 8972 0 0 ISHARES TR MIN VOL EAFE ETF 46429B689 13339 182024 SH SOLE 182024 0 0 ISHARES TR MSCI ACWI ETF 464288257 4242 57525 SH SOLE 57525 0 0 ISHARES TR TIPS BD ETF 464287176 2682 23067 SH SOLE 23067 0 0 ISHARES US ETF TR COMMOD SEL STG 46431W853 5348 169556 SH SOLE 169556 0 0 LEMAITRE VASCULAR INC COM 525558201 350 10243 SH SOLE 10243 0 0 LYFT INC CL A COM 55087P104 208 5083 SH SOLE 5083 0 0 MICROSOFT CORP COM 594918104 306 2203 SH SOLE 2203 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 1020 9368 SH SOLE 9368 0 0 PROCTER & GAMBLE CO COM 742718109 280 2250 SH SOLE 2250 0 0 RAYTHEON CO COM NEW 755111507 492 2508 SH SOLE 2508 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 614 24422 SH SOLE 24422 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12122 380480 SH SOLE 380480 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 6363 200087 SH SOLE 200087 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3410 63315 SH SOLE 63315 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4421 62257 SH SOLE 62257 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3268 46073 SH SOLE 46073 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6954 122987 SH SOLE 122987 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 494 10480 SH SOLE 10480 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 379 5430 SH SOLE 5430 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 8272 145741 SH SOLE 145741 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 563 6252 SH SOLE 6252 0 0 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 13744 344383 SH SOLE 344383 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 466 1571 SH SOLE 1571 0 0 SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 5528 192625 SH SOLE 192625 0 0 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 1620 114340 SH SOLE 114340 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 343 29000 SH SOLE 29000 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2885 58609 SH SOLE 58609 0 0 VANECK VECTORS ETF TR INTL HIGH YIELD 92189F445 6703 274032 SH SOLE 274032 0 0 VANECK VECTORS ETF TR MTG REIT INCOME 92189F452 221 9513 SH SOLE 9513 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5140 55117 SH SOLE 55117 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14219 52160 SH SOLE 52160 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 21993 145648 SH SOLE 145648 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5068 125883 SH SOLE 125883 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6293 68975 SH SOLE 68975 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 223 1240 SH SOLE 1240 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 579 9599 SH SOLE 9599 0 0