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.
- XSOE: Country of operation —; Class EM EX ST-OWNED; Shares 236; Value $7,792.
- TMAT: Country of operation —; Class MAIN THEMATC IN; Shares 419; Value $7,456.
- IVE: Country of operation —; Class S&P 500 VAL ETF; Shares 37; Value $7,337.
- SRLN: Country of operation —; Class BLACKSTONE SENR; Shares 175; Value $7,319.
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 |
|---|
XSOE
WISDOMTREE TR | | EM EX ST-OWNED | 236 | $7,792 | 2024-09-30 | 2024-11-06 | |
|---|
TMAT
NORTHERN LTS FD TR IV | | MAIN THEMATC IN | 419 | $7,456 | 2024-09-30 | 2024-11-06 | |
|---|
IVE
ISHARES TR | | S&P 500 VAL ETF | 37 | $7,337 | 2024-09-30 | 2024-11-06 | |
|---|
SRLN
SSGA ACTIVE ETF TR | | BLACKSTONE SENR | 175 | $7,319 | 2024-09-30 | 2024-11-06 | |
|---|
AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 73 | $6,968 | 2024-09-30 | 2024-11-06 | |
|---|
IWR
ISHARES TR | | RUS MID CAP ETF | 76 | $6,692 | 2024-09-30 | 2024-11-06 | |
|---|
IVOL
KRANESHARES TRUST | | QUADRTC INT RT | 343 | $6,610 | 2024-09-30 | 2024-11-06 | |
|---|
MBB
ISHARES TR | | MBS ETF | 69 | $6,582 | 2024-09-30 | 2024-11-06 | |
|---|
MFEM
PIMCO EQUITY SER | | RAFI DYN EMERG | 302 | $6,399 | 2024-09-30 | 2024-11-06 | |
|---|
SPYV
SPDR SER TR | | PRTFLO S&P500 VL | 120 | $6,356 | 2024-09-30 | 2024-11-06 | |
|---|
VIOV
VANGUARD ADMIRAL FDS INC | | SMLCP 600 VAL | 65 | $6,043 | 2024-09-30 | 2024-11-06 | |
|---|
XLRE
SELECT SECTOR SPDR TR | | RL EST SEL SEC | 134 | $5,972 | 2024-09-30 | 2024-11-06 | |
|---|
GOVT
ISHARES TR | | US TREAS BD ETF | 246 | $5,763 | 2024-09-30 | 2024-11-06 | |
|---|
HYLS
FIRST TR EXCHANGE-TRADED FD | | FIRST TR TA HIYL | 131 | $5,491 | 2024-09-30 | 2024-11-06 | |
|---|
IYW
ISHARES TR | | U.S. TECH ETF | 33 | $5,007 | 2024-09-30 | 2024-11-06 | |
|---|
LQD
ISHARES TR | | IBOXX INV CP ETF | 41 | $4,677 | 2024-09-30 | 2024-11-06 | |
|---|
DBEM
DBX ETF TR | | XTRACK MSCI EMRG | 163 | $4,290 | 2024-09-30 | 2024-11-06 | |
|---|
QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 21 | $4,224 | 2024-09-30 | 2024-11-06 | |
|---|
VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 24 | $4,043 | 2024-09-30 | 2024-11-06 | |
|---|
BINC
BLACKROCK ETF TRUST II | | FLEXIBLE INCOME | 72 | $3,854 | 2024-09-30 | 2024-11-06 | |
|---|
SDY
SPDR SER TR | | S&P DIVID ETF | 27 | $3,812 | 2024-09-30 | 2024-11-06 | |
|---|
SMMV
ISHARES TR | | MSCI USA SMCP MN | 80 | $3,252 | 2024-09-30 | 2024-11-06 | |
|---|
HEFA
ISHARES TR | | HDG MSCI EAFE | 92 | $3,244 | 2024-09-30 | 2024-11-06 | |
|---|
EMHY
ISHARES INC | | JP MRGN EM HI BD | 82 | $3,211 | 2024-09-30 | 2024-11-06 | |
|---|
SLQD
ISHARES TR | | 0-5YR INVT GR CP | 62 | $3,110 | 2024-09-30 | 2024-11-06 | |
|---|
TLT
ISHARES TR | | 20 YR TR BD ETF | 31 | $3,041 | 2024-09-30 | 2024-11-06 | |
|---|
MDYG
SPDR SER TR | | S&P 400 MDCP GRW | 32 | $2,833 | 2024-09-30 | 2024-11-06 | |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 22 | $2,556 | 2024-09-30 | 2024-11-06 | |
|---|
FTSM
FIRST TR EXCHANGE-TRADED FD | | FIRST TR ENH NEW | 41 | $2,478 | 2024-09-30 | 2024-11-06 | |
|---|
SLYG
SPDR SER TR | | S&P 600 SMCP GRW | 23 | $2,153 | 2024-09-30 | 2024-11-06 | |
|---|
FALN
ISHARES TR | | FALN ANGLS USD | 72 | $1,958 | 2024-09-30 | 2024-11-06 | |
|---|
DON
WISDOMTREE TR | | US MIDCAP DIVID | 37 | $1,912 | 2024-09-30 | 2024-11-06 | |
|---|
IEFA
ISHARES TR | | CORE MSCI EAFE | 21 | $1,604 | 2024-09-30 | 2024-11-06 | |
|---|
IFRA
ISHARES TR | | US INFRASTRUC | 28 | $1,322 | 2024-09-30 | 2024-11-06 | |
|---|
VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 6 | $1,210 | 2024-09-30 | 2024-11-06 | |
|---|
JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 23 | $1,147 | 2024-09-30 | 2024-11-06 | |
|---|
BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 23 | $1,140 | 2024-09-30 | 2024-11-06 | |
|---|
ESGD
ISHARES TR | | ESG AW MSCI EAFE | 13 | $1,090 | 2024-09-30 | 2024-11-06 | |
|---|
DLN
WISDOMTREE TR | | US LARGECAP DIVD | 13 | $1,041 | 2024-09-30 | 2024-11-06 | |
|---|
BITO
PROSHARES TR | | BITCOIN ETF | 49 | $949 | 2024-09-30 | 2024-11-06 | |
|---|
XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 4 | $903 | 2024-09-30 | 2024-11-06 | |
|---|
ILTB
ISHARES TR | | CORE LT USDB ETF | 15 | $807 | 2024-09-30 | 2024-11-06 | |
|---|
SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 12 | $620 | 2024-09-30 | 2024-11-06 | |
|---|
MUB
ISHARES TR | | NATIONAL MUN ETF | 5 | $544 | 2024-09-30 | 2024-11-06 | |
|---|
AGGY
WISDOMTREE TR | | YIELD ENHANCD US | 11 | $514 | 2024-09-30 | 2024-11-06 | |
|---|
KNG
FIRST TR EXCHANGE-TRADED FD | | FT VEST S&P 500 | 9 | $478 | 2024-09-30 | 2024-11-06 | |
|---|
AVIG
AMERICAN CENTY ETF TR | | AVANTIS CORE FI | 9 | $394 | 2024-09-30 | 2024-11-06 | |
|---|
ITB
ISHARES TR | | US HOME CONS ETF | 3 | $381 | 2024-09-30 | 2024-11-06 | |
|---|
IEI
ISHARES TR | | 3 7 YR TREAS BD | 3 | $379 | 2024-09-30 | 2024-11-06 | |
|---|
SPMB
SPDR SER TR | | PORT MTG BK ETF | 17 | $376 | 2024-09-30 | 2024-11-06 | |
|---|
VDE
VANGUARD WORLD FD | | ENERGY ETF | 2 | $295 | 2024-09-30 | 2024-11-06 | |
|---|
KBE
SPDR SER TR | | S&P BK ETF | 5 | $264 | 2024-09-30 | 2024-11-06 | |
|---|
EWZ
ISHARES INC | | MSCI BRAZIL ETF | 9 | $252 | 2024-09-30 | 2024-11-06 | |
|---|
VDC
VANGUARD WORLD FD | | CONSUM STP ETF | 1 | $218 | 2024-09-30 | 2024-11-06 | |
|---|
CDL
VICTORY PORTFOLIOS II | | VCSHS US LRG CAP | 3 | $175 | 2024-09-30 | 2024-11-06 | |
|---|
XLI
SELECT SECTOR SPDR TR | | INDL | 1 | $174 | 2024-09-30 | 2024-11-06 | |
|---|
GDX
VANECK ETF TRUST | | GOLD MINERS ETF | 3 | $127 | 2024-09-30 | 2024-11-06 | |
|---|
VLUE
ISHARES TR | | MSCI USA VALUE | 1 | $125 | 2024-09-30 | 2024-11-06 | |
|---|
XBI
SPDR SER TR | | S&P BIOTECH | 1 | $99 | 2024-09-30 | 2024-11-06 | |
|---|
HYBL
SSGA ACTIVE TR | | SPDR BLACKSTONE | 3 | $96 | 2024-09-30 | 2024-11-06 | |
|---|
CMBS
ISHARES TR | | CMBS ETF | 2 | $81 | 2024-09-30 | 2024-11-06 | |
|---|
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