Top 50 Peterson Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 9.12% | 10.8K | $2.4M | -9.53%(-1.13K) | — | 2024-09-30 | |
| IWX | ISHARES TR | 5.49% | 17.6K | $1.4M | -8.35%(-1.60K) | — | 2024-09-30 | |
| EFG | ISHARES TR | 3.1% | 7.5K | $805K | -7.21%(-581) | — | 2024-09-30 | |
| EFV | ISHARES TR | 3.02% | 13.6K | $784K | -5.64%(-814) | — | 2024-09-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.55% | 14.1K | $664K | -8.05%(-1.23K) | — | 2024-09-30 | |
| IWS | ISHARES TR | 2.55% | 5.0K | $664K | -10.28%(-575) | — | 2024-09-30 | |
| AAPL | APPLE INC | 2.54% | 2.8K | $660K | +1.32%(+37) | — | 2024-09-30 | |
| IEMG | ISHARES INC | 2.5% | 11.3K | $651K | -7.59%(-931) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 2.49% | 1.5K | $646K | -0.27%(-4) | — | 2024-09-30 | |
| USIG | ISHARES TR | 2.39% | 11.8K | $622K | -8.01%(-1.03K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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