Peterson Financial Group

Peterson Financial Group as of March 31, 2023

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 18 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 16.6 $1.7M 12k 138.93
Ishares Tr Rus Tp200 Vl Etf (IWX) 11.5 $1.1M 18k 65.10
Ishares Core Msci Emkt (IEMG) 7.7 $763k 16k 48.79
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 6.9 $687k 15k 46.55
Ishares Tr Rus Mdcp Val Etf (IWS) 6.8 $672k 6.3k 106.19
Ishares Tr Eafe Grwth Etf (EFG) 6.7 $662k 7.1k 93.68
Ishares Tr Eafe Value Etf (EFV) 6.1 $606k 13k 48.53
Ishares Tr Usd Inv Grde Etf (USIG) 5.8 $580k 11k 50.66
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 4.2 $417k 5.8k 72.08
Apple (AAPL) 4.0 $393k 2.4k 164.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.7 $369k 6.1k 59.96
Microsoft Corporation (MSFT) 3.6 $359k 1.2k 288.32
Ishares Tr Core Msci Intl (IDEV) 3.1 $312k 5.2k 60.47
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 3.1 $308k 7.6k 40.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.0 $299k 3.3k 91.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.5 $247k 539.00 458.52
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.4 $234k 4.0k 58.53
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.3 $231k 7.1k 32.49