Peterson Financial Group

Peterson Financial Group as of Dec. 31, 2023

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 15.3 $2.3M 13k 175.22
Ishares Tr Rus Tp200 Vl Etf (IWX) 9.5 $1.5M 21k 70.17
Ishares Core Msci Emkt (IEMG) 6.1 $924k 18k 50.58
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 5.7 $873k 19k 46.36
Ishares Tr Rus Mdcp Val Etf (IWS) 5.2 $788k 6.8k 116.28
Ishares Tr Eafe Value Etf (EFV) 5.0 $760k 15k 52.10
Ishares Tr Eafe Grwth Etf (EFG) 4.8 $726k 7.5k 96.85
Ishares Tr Usd Inv Grde Etf (USIG) 4.5 $686k 13k 51.26
Microsoft Corporation (MSFT) 3.7 $566k 1.5k 376.14
Apple (AAPL) 3.4 $521k 2.7k 192.55
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.1 $472k 4.5k 104.45
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.8 $419k 7.1k 59.32
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 2.7 $412k 5.1k 81.10
First Tr Lrge Cp Core Alpha Com Shs (FEX) 2.4 $366k 4.1k 90.17
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.4 $365k 6.3k 58.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $338k 825.00 409.60
Ishares Tr Core S&p Us Vlu (IUSV) 2.2 $336k 4.0k 84.33
Ishares Tr Msci Acwi Etf (ACWI) 2.2 $329k 3.2k 101.78
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 2.1 $318k 6.8k 46.55
Ishares Tr Core Msci Intl (IDEV) 2.1 $317k 5.0k 63.66
Vanguard World Mega Grwth Ind (MGK) 2.0 $312k 1.2k 259.51
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $265k 956.00 277.19
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.6 $241k 7.4k 32.83
Ishares Tr Global 100 Etf (IOO) 1.5 $231k 2.9k 80.53
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $230k 968.00 237.31
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.5 $227k 4.5k 50.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $223k 511.00 436.80
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $216k 2.4k 89.78