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Institutional Investment Manager
Peak Asset Management, LLC
Peak Asset Management, LLC (CIK: 0001632512) incorporated in Colorado, located at 1371 E. Hecla Drive, Louisville, CO. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q4)
Original 13F HR (0001062993-17-000475) filed in 2017.02.01
#
Name
Shares
Value ($)
%
Options
Notes
101 SCHWAB EMERGING MARKETS EQUITY ETF 29,168 629 0.25%
102 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 30,584 1,632 0.65%
103 SCHWAB SHORT-TERM US TREASURY ETF 33,324 1,680 0.67%
104 SCHWAB U.S. LARGE-CAP GROWTH ETF 4,952 276 0.11%
105 SCHWAB U.S. LARGE-CAP VALUE ETF 4,312 207 0.08%
106 SCHWAB US AGGREGATE BOND ETF 13,035 671 0.27%
107 SELECT SECTOR SPDR TR 9,550 222 0.09%
108 SELECT SECTOR SPDR TR 2,488 203 0.08%
109 SELECT SECTOR SPDR TR 3,000 207 0.08%
110 SELECT SECTOR SPDR TR 4,000 207 0.08%
111 SELECT SECTOR SPDR TR 5,000 242 0.10%
112 SELECT SECTOR SPDR TR 8,439 636 0.25%
113 SOUTHERN CO 4,734 233 0.09%
114 SPDR DOW JONES INDL AVRG ETF 7,220 1,426 0.57%
115 SPDR S&P 500 ETF TR 27,940 6,245 2.50%
116 SPDR S&P MIDCAP 400 ETF TR 19,006 5,735 2.29%
117 SPDR SER TR 3,702 317 0.13%
118 SPDR SERIES TRUST 28,731 1,608 0.64%
119 STRYKER CORP 68,033 8,151 3.26%
120 SWISS HELVETIA FD INC 28,952 296 0.12%
121 SYSCO CORP 4,118 228 0.09%
122 TARGET CORP 10,114 731 0.29%
123 TASEKO MINES LTD 101,000 86 0.03%
124 TELIGENT INC NEW 10,556 70 0.03%
125 THERMO FISHER SCIENTIFIC INC 4,322 610 0.24%
126 TRAVELERS COMPANIES INC 3,552 435 0.17%
127 UNION PAC CORP 7,981 827 0.33%
128 UNITEDHEALTH GROUP INC 2,183 349 0.14%
129 US BANCORP DEL 7,473 384 0.15%
130 VANECK VECTORS ETF TR 67,544 2,005 0.80%
131 VANGUARD BD INDEX FDS 10,593 842 0.34%
132 VANGUARD BD INDEX FDS 7,974 662 0.26%
133 VANGUARD INDEX FDS 7,255 955 0.38%
134 VANGUARD INDEX FDS 4,337 559 0.22%
135 VANGUARD INTL EQUITY INDEX F 75,771 2,711 1.08%
136 VANGUARD INTL EQUITY INDEX F 11,731 518 0.21%
137 VANGUARD SCOTTSDALE FDS 27,546 1,678 0.67%
138 VANGUARD SCOTTSDALE FDS 15,603 997 0.40%
139 VANGUARD SCOTTSDALE FDS 8,487 674 0.27%
140 VANGUARD TAX-MANAGED FDS 7,996 292 0.12%
141 VERIZON COMMUNICATIONS INC 11,067 591 0.24%
142 VERMILION ENERGY INC 11,250 474 0.19%
143 VISA INC 84,474 6,591 2.64%
144 WELLS FARGO & CO NEW 93,147 5,133 2.05%
145 WEYERHAEUSER CO 10,000 301 0.12%
146 WISDOMTREE TR 3,596 242 0.10%
147 WOLVERINE WORLD WIDE INC COM 21,250 466 0.19%
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