Peterson Financial Group

Peterson Financial Group as of March 31, 2024

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 15.7 $2.4M 12k 195.10
Ishares Tr Rus Tp200 Vl Etf (IWX) 9.9 $1.5M 20k 76.32
Ishares Core Msci Emkt (IEMG) 5.8 $885k 17k 51.60
Ishares Tr Rus Mdcp Val Etf (IWS) 5.0 $764k 6.1k 125.32
Ishares Tr Eafe Value Etf (EFV) 4.8 $737k 14k 54.40
Ishares Tr Eafe Grwth Etf (EFG) 4.8 $735k 7.1k 103.79
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.5 $695k 15k 45.61
Microsoft Corporation (MSFT) 4.1 $627k 1.5k 420.85
Ishares Tr Usd Inv Grde Etf (USIG) 4.1 $622k 12k 50.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.1 $480k 4.2k 114.15
Apple (AAPL) 3.0 $454k 2.6k 171.50
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 2.6 $399k 4.7k 85.06
First Tr Lrge Cp Core Alpha Com Shs (FEX) 2.6 $391k 3.9k 99.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $379k 6.5k 58.55
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.4 $363k 6.3k 58.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $362k 816.00 443.77
Ishares Tr Core S&p Us Vlu (IUSV) 2.3 $351k 3.9k 90.43
Ishares Tr Msci Acwi Etf (ACWI) 2.2 $345k 3.1k 110.15
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 2.2 $340k 6.7k 50.38
Vanguard World Mega Grwth Ind (MGK) 2.2 $334k 1.2k 286.61
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $283k 4.7k 60.74
Ishares Tr Core Msci Intl (IDEV) 1.8 $280k 4.2k 67.13
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $253k 972.00 259.84
Ishares Tr Global 100 Etf (IOO) 1.6 $248k 2.8k 89.42
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $219k 2.3k 93.70
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.4 $219k 4.3k 50.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $217k 516.00 420.28
Vanguard Index Fds Value Etf (VTV) 1.4 $213k 1.3k 162.82
Coca-Cola Company (KO) 1.3 $204k 3.3k 61.18