Peterson Financial Group

Peterson Financial Group as of June 30, 2023

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 20 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 17.8 $1.9M 12k 158.56
Ishares Tr Rus Tp200 Vl Etf (IWX) 11.0 $1.2M 18k 67.44
Ishares Core Msci Emkt (IEMG) 7.1 $773k 16k 49.29
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 6.4 $698k 15k 45.99
Ishares Tr Rus Mdcp Val Etf (IWS) 6.3 $689k 6.3k 109.84
Ishares Tr Eafe Grwth Etf (EFG) 5.8 $629k 6.6k 95.41
Ishares Tr Eafe Value Etf (EFV) 5.5 $597k 12k 48.94
Ishares Tr Usd Inv Grde Etf (USIG) 5.4 $588k 12k 50.09
Microsoft Corporation (MSFT) 4.6 $497k 1.5k 340.64
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 4.0 $441k 5.8k 75.62
Apple (AAPL) 3.5 $381k 2.0k 194.00
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.4 $369k 6.3k 58.66
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 2.9 $315k 7.3k 43.09
Ishares Tr Core Msci Intl (IDEV) 2.9 $311k 5.1k 61.12
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.6 $284k 2.9k 96.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.6 $282k 4.9k 57.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.4 $257k 538.00 478.51
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.1 $229k 7.1k 32.11
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $212k 961.00 220.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $208k 562.00 369.35