Peterson Financial Group, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed August 28, 2024), Peterson Financial Group, Inc. reported 29 stock positions worth $15.3 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 15.7% of the portfolio, followed by iShares Russell Top 200 Valu (IWX, 9.9%) and iShares Core MSCI Emerging (IEMG, 5.8%). Compared with Q4 2023, it opened 3 new positions, sold out of 2, added to 2 and reduced 24. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale an exit from SS SPDR P Int C Corp. ETF (SPIB).
- Most Recent 13F
- Q3 2024
- Location
- DES MOINES, IA
- CIK
- 0001903905
- Portfolio Value
- $15.3M (Q1 2024)
- SEC Filing
- 0001903905-24-000013 ↗ filed Aug 28, 2024
Holdings Value
Holdings 29 stocks · $15.3M
| IWY iShares Russell Top 200 Grow | 15.74% | 12,363 | $2.4M | Reduce -7.0% |
| IWX iShares Russell Top 200 Valu | 9.87% | 19,825 | $1.5M | Reduce -4.1% |
| IEMG iShares Core MSCI Emerging | 5.77% | 17,147 | $885K | Reduce -6.1% |
| IWS iShares Russell Mid-Cap Valu | 4.99% | 6,098 | $764K | Reduce -10.1% |
| EFV iShares MSCI Eafe Value ETF | 4.81% | 13,549 | $737K | Reduce -7.1% |
| EFG iShares MSCI Eafe Growth ETF | 4.79% | 7,078 | $735K | Reduce -5.5% |
| VMBS Vanguard Mortgage-Backed Sec | 4.54% | 15,246 | $695K | Reduce -19.0% |
| MSFT Microsoft Corp. | 4.09% | 1,489 | $627K | Reduce -1.1% |
| USIG iShares Broad Usd Investment | 4.06% | 12,252 | $622K | Reduce -8.4% |
| IWP iShares Russell Mid-Cap Grow | 3.13% | 4,206 | $480K | Reduce -6.9% |
| AAPL Apple Inc. | 2.96% | 2,649 | $454K | Reduce -2.2% |
| VTWO Vanguard Russell 2000 ETF | 2.60% | 4,692 | $399K | Reduce -7.5% |
| FEX First Trust Large Cap Core A | 2.55% | 3,939 | $391K | Reduce -3.0% |
| VGIT Vanguard Intermediate-Term T | 2.47% | 6,475 | $379K | Reduce -8.4% |
| VGSH Vanguard Short-Term Treasury | 2.37% | 6,259 | $363K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.36% | 816 | $362K | Reduce -1.1% |
| IUSV iShares Core S&P U.S. Value | 2.29% | 3,876 | $351K | Reduce -2.8% |
| ACWI iShares MSCI Acwi ETF | 2.25% | 3,130 | $345K | Reduce -3.1% |
| SECT Main Sector Rotation ETF | 2.22% | 6,743 | $340K | Reduce -1.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.18% | 1,164 | $334K | Reduce -3.1% |
| IJH iShares Core S&P Midcap ETF | 1.85% | 4,657 | $283K | Reduce -2.6% |
| IDEV iShares Core MSCI Dev MKTS | 1.83% | 4,174 | $280K | Reduce -16.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.65% | 972 | $253K | Add +0.4% |
| IOO iShares Global 100 ETF | 1.62% | 2,772 | $248K | Reduce -3.3% |
| AVUV Avantis US Small Cap Value | 1.43% | 2,339 | $219K | Reduce -2.8% |
| JAAA Janus Henderson Aaa Clo ETF | 1.43% | 4,308 | $219K | Reduce -4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.42% | 516 | $217K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.39% | 1,307 | $213K | New |
| KO The Coca-Cola Co. | 1.33% | 3,339 | $204K | New |
Portfolio Sells Q4 2023 → Q1 2024
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −1.58 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −1.46 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -19.0% | 4.54% | −1.19 |
| AAPL Apple Inc. | Reduce -2.2% | 2.96% | −0.46 |
| USIG iShares Broad Usd Investment | Reduce -8.4% | 4.06% | −0.44 |
| IEMG iShares Core MSCI Emerging | Reduce -6.1% | 5.77% | −0.29 |
| VGIT Vanguard Intermediate-Term T | Reduce -8.4% | 2.47% | −0.28 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -16.2% | 1.83% | −0.25 |
| IWS iShares Russell Mid-Cap Valu | Reduce -10.1% | 4.99% | −0.19 |
| EFV iShares MSCI Eafe Value ETF | Reduce -7.1% | 4.81% | −0.17 |
| VTWO Vanguard Russell 2000 ETF | Reduce -7.5% | 2.60% | −0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -4.3% | 1.43% | −0.06 |
| AVUV Avantis US Small Cap Value | Reduce -2.8% | 1.43% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -5.5% | 4.79% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -6.9% | 3.13% | +0.04 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.8% | 2.29% | +0.08 |
| ACWI iShares MSCI Acwi ETF | Reduce -3.1% | 2.25% | +0.09 |
| IOO iShares Global 100 ETF | Reduce -3.3% | 1.62% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 1.85% | +0.11 |
| SECT Main Sector Rotation ETF | Reduce -1.3% | 2.22% | +0.13 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.1% | 2.18% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 2.36% | +0.15 |
| FEX First Trust Large Cap Core A | Reduce -3.0% | 2.55% | +0.15 |
| IWX iShares Russell Top 200 Valu | Reduce -4.1% | 9.87% | +0.36 |
| MSFT Microsoft Corp. | Reduce -1.1% | 4.09% | +0.37 |
| IWY iShares Russell Top 200 Grow | Reduce -7.0% | 15.74% | +0.46 |