Peterson Financial Group, Inc. current holdings: USA ETF
Peterson Financial Group, Inc. reported $0.02 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 161 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are IWY, IWX, EFG.
- IWY: Country of operation —; Class RUS TP200 GR ETF; Shares 10,765; Value $2,368,775.
- IWX: Country of operation —; Class RUS TP200 VL ETF; Shares 17,565; Value $1,427,518.
- EFG: Country of operation —; Class EAFE GRWTH ETF; Shares 7,479; Value $805,132.
- EFV: Country of operation —; Class EAFE VALUE ETF; Shares 13,621; Value $783,628.
Form 13F-HR as filed (SEC CIK 1903905): quarter ended 2024-09-30, filed 2024-11-06. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
IWY
ISHARES TR | | RUS TP200 GR ETF | 10,765 | $2,368,775 | 2024-09-30 | 2024-11-06 | |
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IWX
ISHARES TR | | RUS TP200 VL ETF | 17,565 | $1,427,518 | 2024-09-30 | 2024-11-06 | |
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EFG
ISHARES TR | | EAFE GRWTH ETF | 7,479 | $805,132 | 2024-09-30 | 2024-11-06 | |
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EFV
ISHARES TR | | EAFE VALUE ETF | 13,621 | $783,628 | 2024-09-30 | 2024-11-06 | |
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VMBS
VANGUARD SCOTTSDALE FDS | | MTG-BKD SECS ETF | 14,057 | $663,653 | 2024-09-30 | 2024-11-06 | |
|---|
IWS
ISHARES TR | | RUS MDCP VAL ETF | 5,017 | $663,555 | 2024-09-30 | 2024-11-06 | |
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IEMG
ISHARES INC | | CORE MSCI EMKT | 11,332 | $650,568 | 2024-09-30 | 2024-11-06 | |
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USIG
ISHARES TR | | USD INV GRDE ETF | 11,829 | $621,961 | 2024-09-30 | 2024-11-06 | |
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JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 9,041 | $460,009 | 2024-09-30 | 2024-11-06 | |
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FBND
FIDELITY MERRIMACK STR TR | | TOTAL BD ETF | 9,569 | $447,259 | 2024-09-30 | 2024-11-06 | |
|---|
VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 6,846 | $413,656 | 2024-09-30 | 2024-11-06 | |
|---|
IWP
ISHARES TR | | RUS MD CP GR ETF | 3,504 | $411,003 | 2024-09-30 | 2024-11-06 | |
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SECT
NORTHERN LTS FD TR IV | | MAIN SECTR ROTN | 6,743 | $362,585 | 2024-09-30 | 2024-11-06 | |
|---|
VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 6,143 | $362,557 | 2024-09-30 | 2024-11-06 | |
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MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 3,714 | $360,086 | 2024-09-30 | 2024-11-06 | |
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IUSV
ISHARES TR | | CORE S&P US VLU | 3,689 | $352,240 | 2024-09-30 | 2024-11-06 | |
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QQQ
INVESCO QQQ TR | | UNIT SER 1 | 673 | $328,350 | 2024-09-30 | 2024-11-06 | +47.75% |
|---|
IDEV
ISHARES TR | | CORE MSCI INTL | 4,477 | $317,124 | 2024-09-30 | 2024-11-06 | |
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IOO
ISHARES TR | | GLOBAL 100 ETF | 3,096 | $306,962 | 2024-09-30 | 2024-11-06 | |
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HYS
PIMCO ETF TR | | 0-5 HIGH YIELD | 3,029 | $289,311 | 2024-09-30 | 2024-11-06 | |
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SPYG
SPDR SER TR | | PRTFLO S&P500 GW | 3,432 | $284,630 | 2024-09-30 | 2024-11-06 | |
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VTV
VANGUARD INDEX FDS | | VALUE ETF | 1,620 | $282,877 | 2024-09-30 | 2024-11-06 | |
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USFR
WISDOMTREE TR | | FLOATNG RAT TREA | 5,618 | $282,126 | 2024-09-30 | 2024-11-06 | |
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VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 962 | $272,343 | 2024-09-30 | 2024-11-06 | |
|---|
VTWO
VANGUARD SCOTTSDALE FDS | | VNG RUS2000IDX | 3,031 | $270,860 | 2024-09-30 | 2024-11-06 | |
|---|
AGOX
STARBOARD INVT TR | | ADAPTIVE ALPHA | 6,786 | $195,793 | 2024-09-30 | 2024-11-06 | |
|---|
BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 6,322 | $188,965 | 2024-09-30 | 2024-11-06 | |
|---|
STIP
ISHARES TR | | 0-5 YR TIPS ETF | 1,745 | $176,761 | 2024-09-30 | 2024-11-06 | |
|---|
VGLT
VANGUARD SCOTTSDALE FDS | | LONG TERM TREAS | 2,809 | $172,854 | 2024-09-30 | 2024-11-06 | |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 318 | $167,799 | 2024-09-30 | 2024-11-06 | |
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SPIB
SPDR SER TR | | PORTFOLIO INTRMD | 4,610 | $155,403 | 2024-09-30 | 2024-11-06 | |
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UWM
PROSHARES TR | | PSHS ULTRUSS2000 | 3,421 | $146,873 | 2024-09-30 | 2024-11-06 | |
|---|
DMBS
DOUBLELINE ETF TRUST | | MORTGAGE ETF | 2,567 | $129,365 | 2024-09-30 | 2024-11-06 | |
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ACWI
ISHARES TR | | MSCI ACWI ETF | 1,080 | $129,122 | 2024-09-30 | 2024-11-06 | |
|---|
SPYM
SPDR SER TR | United States | PORTFOLIO S&P500 | 1,559 | $105,256 | 2024-09-30 | 2024-11-06 | |
|---|
SPTI
SPDR SER TR | | PORTFLI INTRMDIT | 3,379 | $98,197 | 2024-09-30 | 2024-11-06 | |
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FTSL
FIRST TR EXCHANGE-TRADED FD | | SENIOR LN FD | 2,128 | $97,643 | 2024-09-30 | 2024-11-06 | |
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SPTS
SPDR SER TR | | PORTFOLIO SH TSR | 3,102 | $91,239 | 2024-09-30 | 2024-11-06 | |
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DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 1,059 | $88,148 | 2024-09-30 | 2024-11-06 | |
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SPTM
SPDR SER TR | | PORTFOLI S&P1500 | 1,196 | $83,824 | 2024-09-30 | 2024-11-06 | |
|---|
IWB
ISHARES TR | | RUS 1000 ETF | 263 | $82,647 | 2024-09-30 | 2024-11-06 | |
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VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 1,463 | $77,235 | 2024-09-30 | 2024-11-06 | |
|---|
SPY
SPDR S&P 500 ETF TR | | TR UNIT | 134 | $76,721 | 2024-09-30 | 2024-11-06 | |
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XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 1,517 | $68,768 | 2024-09-30 | 2024-11-06 | |
|---|
MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 119 | $67,950 | 2024-09-30 | 2024-11-06 | |
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VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 249 | $65,559 | 2024-09-30 | 2024-11-06 | |
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RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 328 | $58,692 | 2024-09-30 | 2024-11-06 | |
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FLRN
SPDR SER TR | | BLOOMBERG INVT | 1,826 | $56,319 | 2024-09-30 | 2024-11-06 | |
|---|
XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 349 | $53,716 | 2024-09-30 | 2024-11-06 | |
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FFEB
FIRST TR EXCHNG TRADED FD VI | | FT VEST US EQT | 1,099 | $53,367 | 2024-09-30 | 2024-11-06 | |
|---|
EMLC
VANECK ETF TRUST | | JP MRGAN EM LOC | 1,918 | $48,717 | 2024-09-30 | 2024-11-06 | |
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VUG
VANGUARD INDEX FDS | | GROWTH ETF | 124 | $47,664 | 2024-09-30 | 2024-11-06 | |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 80 | $46,292 | 2024-09-30 | 2024-11-06 | |
|---|
QUAL
ISHARES TR | | MSCI USA QLT FCT | 254 | $45,465 | 2024-09-30 | 2024-11-06 | |
|---|
PYLD
PIMCO ETF TR | | MULTISECTOR BD | 1,566 | $41,742 | 2024-09-30 | 2024-11-06 | |
|---|
CFO
VICTORY PORTFOLIOS II | | VCSHS US 500 ENH | 596 | $41,621 | 2024-09-30 | 2024-11-06 | |
|---|
ITOT
ISHARES TR | | CORE S&P TTL STK | 319 | $40,095 | 2024-09-30 | 2024-11-06 | |
|---|
RSPT
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL TEC | 1,046 | $39,421 | 2024-09-30 | 2024-11-06 | |
|---|
SPTL
SPDR SER TR | | PORTFOLIO LN TSR | 1,256 | $36,515 | 2024-09-30 | 2024-11-06 | |
|---|
MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 103 | $33,144 | 2024-09-30 | 2024-11-06 | |
|---|
VGT
VANGUARD WORLD FD | | INF TECH ETF | 51 | $29,734 | 2024-09-30 | 2024-11-06 | |
|---|
IUSB
ISHARES TR | | CORE TOTAL USD | 627 | $29,544 | 2024-09-30 | 2024-11-06 | |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 145 | $28,717 | 2024-09-30 | 2024-11-06 | |
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HIGH
SIMPLIFY EXCHANGE TRADED FUN | | ENHANCED INM ETF | 1,136 | $26,629 | 2024-09-30 | 2024-11-06 | |
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ROE
EA SERIES TRUST | | ASTORIA US EQUAL | 797 | $24,549 | 2024-09-30 | 2024-11-06 | |
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SDVY
FIRST TR EXCHANGE-TRADED FD | | SMID RISNG ETF | 666 | $24,238 | 2024-09-30 | 2024-11-06 | |
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VFLO
VICTORY PORTFOLIOS II | | SHARES FREE CASH | 723 | $24,063 | 2024-09-30 | 2024-11-06 | |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 498 | $23,829 | 2024-09-30 | 2024-11-06 | |
|---|
CTA
SIMPLIFY EXCHANGE TRADED FUN | | MANAGED FUTURES | 909 | $23,645 | 2024-09-30 | 2024-11-06 | |
|---|
XSVN
BONDBLOXX ETF TRUST | | BLOOMBERG SEVEN | 472 | $23,161 | 2024-09-30 | 2024-11-06 | |
|---|
VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 93 | $22,685 | 2024-09-30 | 2024-11-06 | |
|---|
SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 421 | $22,571 | 2024-09-30 | 2024-11-06 | |
|---|
IWD
ISHARES TR | | RUS 1000 VAL ETF | 108 | $20,577 | 2024-09-30 | 2024-11-06 | |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 53 | $19,951 | 2024-09-30 | 2024-11-06 | |
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QQQE
DIREXION SHS ETF TR | | NAS100 EQL WGT | 215 | $19,393 | 2024-09-30 | 2024-11-06 | |
|---|
AVLV
AMERICAN CENTY ETF TR | | US LARGE CAP VLU | 279 | $18,370 | 2024-09-30 | 2024-11-06 | |
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IWM
ISHARES TR | | RUSSELL 2000 ETF | 80 | $17,681 | 2024-09-30 | 2024-11-06 | |
|---|
LMBS
FIRST TR EXCHANGE-TRADED FD | | FST LOW OPPT EFT | 343 | $16,945 | 2024-09-30 | 2024-11-06 | |
|---|
SPDW
SPDR INDEX SHS FDS | | PORTFOLIO DEVLPD | 448 | $16,816 | 2024-09-30 | 2024-11-06 | |
|---|
USMV
ISHARES TR | | MSCI USA MIN VOL | 166 | $15,120 | 2024-09-30 | 2024-11-06 | |
|---|
VHT
VANGUARD WORLD FD | | HEALTH CAR ETF | 51 | $14,465 | 2024-09-30 | 2024-11-06 | |
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BUYW
NORTHERN LTS FD TR IV | | MAIN BUYWRITE | 1,020 | $14,222 | 2024-09-30 | 2024-11-06 | |
|---|
IVW
ISHARES TR | | S&P 500 GRWT ETF | 145 | $13,905 | 2024-09-30 | 2024-11-06 | |
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IJH
ISHARES TR | | CORE S&P MCP ETF | 222 | $13,866 | 2024-09-30 | 2024-11-06 | |
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AIRR
FIRST TR EXCHANGE-TRADED FD | | RBA INDL ETF | 183 | $13,696 | 2024-09-30 | 2024-11-06 | |
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DYNF
BLACKROCK ETF TRUST | | US EQT FACTOR | 271 | $13,385 | 2024-09-30 | 2024-11-06 | |
|---|
FDEC
FIRST TR EXCHNG TRADED FD VI | | FT VEST UQ EQT | 274 | $11,996 | 2024-09-30 | 2024-11-06 | |
|---|
FEZ
SPDR INDEX SHS FDS | | EURO STOXX 50 | 224 | $11,903 | 2024-09-30 | 2024-11-06 | |
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SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 280 | $11,561 | 2024-09-30 | 2024-11-06 | |
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CGDV
CAPITAL GROUP DIVIDEND VALUE | | SHS CREATION UNI | 313 | $11,414 | 2024-09-30 | 2024-11-06 | |
|---|
ETW
EATON VANCE TAX-MANAGED GLOB | | COM | 1,315 | $11,414 | 2024-09-30 | 2024-11-06 | |
|---|
EMXC
ISHARES INC | | MSCI EMRG CHN | 173 | $10,586 | 2024-09-30 | 2024-11-06 | |
|---|
FEX
FIRST TR LRGE CP CORE ALPHA | | COM SHS | 98 | $10,209 | 2024-09-30 | 2024-11-06 | |
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PDBC
INVESCO ACTVELY MNGD ETC FD | | OPTIMUM YIELD | 759 | $10,189 | 2024-09-30 | 2024-11-06 | |
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FIXD
FIRST TR EXCHNG TRADED FD VI | | TCW OPPORTUNIS | 222 | $10,033 | 2024-09-30 | 2024-11-06 | |
|---|
IGSB
ISHARES TR | | ISHS 1-5YR INVS | 166 | $8,742 | 2024-09-30 | 2024-11-06 | |
|---|
MTUM
ISHARES TR | | MSCI USA MMENTM | 43 | $8,697 | 2024-09-30 | 2024-11-06 | |
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FV
FIRST TR EXCHANGE-TRADED FD | | DORSEY WRT 5 ETF | 149 | $8,670 | 2024-09-30 | 2024-11-06 | |
|---|
BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 109 | $8,557 | 2024-09-30 | 2024-11-06 | |
|---|
FMAG
FIDELITY COVINGTON TRUST | | FIDELITY MAGELAN | 265 | $8,117 | 2024-09-30 | 2024-11-06 | |
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