Peterson Financial Group

Peterson Financial Group as of Sept. 30, 2023

Portfolio Holdings for Peterson Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 18.9 $1.9M 12k 153.83
Ishares Tr Rus Tp200 Vl Etf (IWX) 11.4 $1.1M 18k 65.37
Ishares Core Msci Emkt (IEMG) 7.5 $751k 16k 47.59
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 6.9 $697k 16k 43.78
Ishares Tr Rus Mdcp Val Etf (IWS) 6.7 $669k 6.4k 104.34
Ishares Tr Eafe Value Etf (EFV) 6.0 $599k 12k 48.93
Ishares Tr Usd Inv Grde Etf (USIG) 5.8 $581k 12k 48.07
Ishares Tr Eafe Grwth Etf (EFG) 5.7 $576k 6.7k 86.30
Microsoft Corporation (MSFT) 4.6 $464k 1.5k 315.70
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 4.2 $418k 5.8k 71.44
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.6 $361k 6.3k 57.15
Apple (AAPL) 3.4 $339k 2.0k 171.20
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 3.1 $308k 7.3k 42.09
Ishares Tr Core Msci Intl (IDEV) 2.8 $287k 4.9k 58.28
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.8 $280k 4.9k 57.60
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.4 $241k 527.00 456.58
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.3 $228k 7.3k 31.45
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $205k 964.00 212.47