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Peterson Financial Group, Inc.

Portfolio Manager
Peterson Financial Group, Inc.
Performance
0% (N/A)
AUM (13F)
$25.98M
# of Holdings
430
Performance Rank
N/A
Allocation (Top 20)
N/A

Peterson Financial Group, Inc. Holdings Map

Top 50 Peterson Financial Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWY
ISHARES TR
9.12%10.8K$2.4M
-9.53%(-1.13K)
2023-Q2: 13.0K shares2023-Q3: 12.8K shares2023-Q4: 11.3K shares2024-Q2: 11.9K shares2024-Q3: 10.8K shares2024-09-30
IWX
ISHARES TR
5.49%17.6K$1.4M
-8.35%(-1.60K)
2023-Q2: 20.9K shares2023-Q3: 20.3K shares2023-Q4: 17.6K shares2024-Q2: 19.2K shares2024-Q3: 17.6K shares2024-09-30
EFG
ISHARES TR
3.1%7.5K$805K
-7.21%(-581)
2023-Q2: 7.2K shares2023-Q3: 7.1K shares2023-Q4: 6.4K shares2024-Q2: 8.1K shares2024-Q3: 7.5K shares2024-09-30
EFV
ISHARES TR
3.02%13.6K$784K
-5.64%(-814)
2023-Q2: 14.3K shares2023-Q3: 13.9K shares2023-Q4: 12.4K shares2024-Q2: 14.4K shares2024-Q3: 13.6K shares2024-09-30
VMBS
VANGUARD SCOTTSDALE FDS
2.55%14.1K$664K
-8.05%(-1.23K)
2023-Q2: 18.7K shares2023-Q3: 18.9K shares2023-Q4: 17.2K shares2024-Q2: 15.3K shares2024-Q3: 14.1K shares2024-09-30
IWS
ISHARES TR
2.55%5.0K$664K
-10.28%(-575)
2023-Q2: 6.6K shares2023-Q3: 6.5K shares2023-Q4: 5.8K shares2024-Q2: 5.6K shares2024-Q3: 5.0K shares2024-09-30
AAPL
APPLE INC
2.54%2.8K$660K
+1.32%(+37)
2023-Q3: 34.9K shares2023-Q4: 45.0K shares2024-Q1: 65.3K shares2024-Q2: 2.8K shares2024-Q3: 2.8K shares2024-09-30
IEMG
ISHARES INC
2.5%11.3K$651K
-7.59%(-931)
2023-Q2: 18.2K shares2023-Q3: 17.5K shares2023-Q4: 15.9K shares2024-Q2: 12.3K shares2024-Q3: 11.3K shares2024-09-30
MSFT
MICROSOFT CORP
2.49%1.5K$646K
-0.27%(-4)
2023-Q3: 20.4K shares2023-Q4: 26.5K shares2024-Q1: 25.0K shares2024-Q2: 1.5K shares2024-Q3: 1.5K shares2024-09-30
USIG
ISHARES TR
2.39%11.8K$622K
-8.01%(-1.03K)
2023-Q2: 13.5K shares2023-Q3: 13.6K shares2023-Q4: 12.1K shares2024-Q2: 12.9K shares2024-Q3: 11.8K shares2024-09-30

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