Peterson Financial Group

Peterson Financial Group as of June 30, 2024

Portfolio Holdings for Peterson Financial Group

Peterson Financial Group holds 32 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 15.6 $2.6M 12k 214.52
Ishares Tr Rus Tp200 Vl Etf (IWX) 8.7 $1.4M 19k 74.82
Ishares Tr Eafe Grwth Etf (EFG) 5.0 $825k 8.1k 102.31
Ishares Tr Eafe Value Etf (EFV) 4.7 $766k 14k 53.04
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.2 $694k 15k 45.40
Ishares Tr Rus Mdcp Val Etf (IWS) 4.1 $675k 5.6k 120.75
Microsoft Corporation (MSFT) 4.1 $673k 1.5k 446.86
Ishares Core Msci Emkt (IEMG) 4.0 $656k 12k 53.53
Ishares Tr Usd Inv Grde Etf (USIG) 3.9 $646k 13k 50.21
Apple (AAPL) 3.6 $589k 2.8k 210.62
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.8 $453k 4.1k 110.36
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.8 $452k 8.9k 50.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.7 $440k 7.6k 58.23
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.6 $424k 9.4k 44.93
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.4 $397k 6.9k 57.99
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 2.1 $345k 6.7k 51.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $343k 717.00 478.91
Ishares Tr Core S&p Us Vlu (IUSV) 2.0 $324k 3.7k 88.12
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.0 $321k 3.7k 86.61
Ishares Tr Core Msci Intl (IDEV) 1.9 $305k 4.7k 65.64
Ishares Tr Global 100 Etf (IOO) 1.8 $297k 3.1k 96.58
Deere & Company (DE) 1.8 $289k 772.00 373.83
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.7 $277k 3.4k 81.97
Wisdomtree Tr Floatng Rat Trea (USFR) 1.7 $276k 5.5k 50.31
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $275k 3.4k 80.14
Pimco Etf Tr 0-5 High Yield (HYS) 1.7 $274k 3.0k 92.69
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $260k 972.00 267.45
Spdr Gold Tr Gold Shs (GLD) 1.5 $250k 1.2k 215.01
NVIDIA Corporation (NVDA) 1.5 $248k 2.0k 123.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $220k 542.00 406.58
Coca-Cola Company (KO) 1.3 $215k 3.4k 63.66
Vanguard Index Fds Value Etf (VTV) 1.3 $210k 1.3k 160.37