Peterson Wealth Advisors

Peterson Wealth Advisors as of Dec. 31, 2017

Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 45 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 29.9 $33M 123k 268.85
Ishares Tr eafe min volat (EFAV) 10.0 $11M 152k 72.98
SPDR DJ Wilshire Large Cap (SPLG) 8.9 $9.8M 313k 31.31
Vanguard Mid-Cap ETF (VO) 6.9 $7.6M 49k 154.78
iShares S&P SmallCap 600 Index (IJR) 6.0 $6.6M 86k 76.81
Ishares Inc em mkt min vol (EEMV) 4.6 $5.0M 83k 60.76
Vanguard REIT ETF (VNQ) 4.1 $4.5M 55k 82.98
Vanguard Total Stock Market ETF (VTI) 3.0 $3.4M 25k 137.27
Vanguard Short-Term Bond ETF (BSV) 2.3 $2.6M 33k 79.10
SPDR DJ Wilshire Mid Cap (SPMD) 2.0 $2.2M 66k 33.36
Spdr Ser Tr spdr russel 2000 (SPSM) 1.7 $1.9M 63k 30.15
iShares S&P 500 Growth Index (IVW) 1.4 $1.6M 10k 152.78
Spdr Ser Tr shrt trsry etf (SPTS) 1.3 $1.4M 48k 29.88
iShares S&P MidCap 400 Index (IJH) 1.2 $1.4M 7.3k 189.80
iShares FTSE NAREIT Real Est 50 Ind (USRT) 1.2 $1.3M 26k 49.61
First Tr Exchange Traded Fd multi asset di (MDIV) 1.1 $1.2M 66k 19.01
Rydex S&P Equal Weight ETF 1.1 $1.2M 12k 101.06
Spdr Series Trust dj ttl mkt etf (SPTM) 1.0 $1.1M 34k 33.21
First Tr Exchange-traded Fd no amer energy (EMLP) 0.9 $1.0M 41k 24.57
J P Morgan Exchange Traded F dcplnd hg yld (BBHY) 0.9 $992k 19k 51.29
J P Morgan Exchange Traded F fund (JPIB) 0.8 $894k 18k 51.18
Vanguard Europe Pacific ETF (VEA) 0.8 $861k 19k 44.85
First Trust Value Line Dividend Indx Fnd (FVD) 0.8 $851k 28k 30.86
First Tr Exchange Traded Fd dj glbl divid (FGD) 0.8 $845k 32k 26.34
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.7 $746k 11k 66.09
iShares S&P 1500 Index Fund (ITOT) 0.6 $689k 11k 61.16
First Trust NASDAQ-100 EqualWeighted ETF (QQEW) 0.6 $691k 12k 57.95
First Trust Morningstar Divid Ledr (FDL) 0.5 $537k 18k 30.07
Vanguard Total Bond Market ETF (BND) 0.5 $518k 6.3k 81.61
Microsoft Corporation (MSFT) 0.4 $474k 5.5k 85.58
Apple (AAPL) 0.4 $450k 2.7k 169.24
iShares Russell 1000 Value Index (IWD) 0.4 $422k 3.4k 124.26
Vanguard Emerging Markets ETF (VWO) 0.4 $417k 9.1k 45.90
iShares S&P 500 Value Index (IVE) 0.3 $392k 3.4k 114.19
iShares Dow Jones US Home Const. (ITB) 0.3 $309k 7.1k 43.67
Amazon (AMZN) 0.3 $297k 254.00 1169.29
iShares S&P MidCap 400 Value Index (IJJ) 0.3 $294k 1.8k 160.04
First Trust DB Strateg Val Idx Fnd (FTCS) 0.3 $295k 5.8k 50.98
First Trust Materials AlphaDEX Fnd (FXZ) 0.2 $269k 6.1k 43.80
Home Depot (HD) 0.2 $257k 1.4k 189.67
Boeing Company (BA) 0.2 $237k 802.00 295.51
Costco Wholesale Corporation (COST) 0.2 $210k 1.1k 185.84
First Trust Global Tactical etp (FTGC) 0.2 $210k 10k 20.66
iShares S&P MidCap 400 Growth (IJK) 0.2 $202k 938.00 215.35
First Trust Large Cap Core Alp Fnd (FEX) 0.2 $202k 3.5k 58.55