Peterson Financial Group, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Peterson Financial Group, Inc. 13F Holdings
CIK 0001903905 · West Des Moines, IA
As of Sep 30, 2024, Peterson Financial Group, Inc. reported
430 positions worth $25.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 10,765 | $2.4M | 9.49% |
| ISHARES RUSSELL TOP 200 VALUE ETF | IWX | — | 17,565 |
|
.4M5.72% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 7,479 | $805.1K | 3.22% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 13,621 | $783.6K | 3.14% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 14,057 | $663.7K | 2.66% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 5,017 | $663.6K | 2.66% |
| APPLE INC | AAPL | Technology | 2,834 | $660.2K | 2.64% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 11,332 | $650.6K | 2.61% |
| MICROSOFT CORP | MSFT | Technology | 1,501 | $645.9K | 2.59% |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | — | 11,829 | $622.0K | 2.49% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 9,041 | $460.0K | 1.84% |
| FIDELITY TOTAL BOND ETF | FBND | — | 9,569 | $447.3K | 1.79% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 6,846 | $413.7K | 1.66% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 3,504 | $411.0K | 1.65% |
| MAIN SECTOR ROTATION ETF | SECT | — | 6,743 | $362.6K | 1.45% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 6,143 | $362.6K | 1.45% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 3,714 | $360.1K | 1.44% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 3,689 | $352.2K | 1.41% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 673 | $328.4K | 1.31% |
| DEERE & CO | DE | Industrials | 776 | $323.7K | 1.30% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 4,477 | $317.1K | 1.27% |
| ISHARES GLOBAL 100 ETF | IOO | — | 3,096 | $307.0K | 1.23% |
| PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | HYS | — | 3,029 | $289.3K | 1.16% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 3,432 | $284.6K | 1.14% |
| VANGUARD VALUE INDEX FUND | VTV | — | 1,620 | $282.9K | 1.13% |