0001580642-18-003432.txt : 20180718 0001580642-18-003432.hdr.sgml : 20180718 20180718120738 ACCESSION NUMBER: 0001580642-18-003432 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180718 DATE AS OF CHANGE: 20180718 EFFECTIVENESS DATE: 20180718 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Wealth Advisors, LLC CENTRAL INDEX KEY: 0001713558 IRS NUMBER: 261710863 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18697 FILM NUMBER: 18958009 BUSINESS ADDRESS: STREET 1: 360 W 920 N CITY: OREM STATE: UT ZIP: 84057 BUSINESS PHONE: 8012250000 MAIL ADDRESS: STREET 1: 360 W 920 N CITY: OREM STATE: UT ZIP: 84057 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001713558 XXXXXXXX 06-30-2018 06-30-2018 false Peterson Wealth Advisors, LLC
360 W 920 N Orem UT 84057
13F HOLDINGS REPORT 028-18697 N
Scott M. Peterson Chief Compliance Officer 801-225-0000 /s/ Scott M. Peterson Orem UT 07-18-2018 0 43 123419
INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 1273 6534 SH SOLE 0 0 6534 ISHARES TR S&P MC 400VL ETF 464287705 217 1337 SH SOLE 0 0 1337 ISHARES TR S&P MC 400GR ETF 464287606 378 1680 SH SOLE 0 0 1680 ISHARES TR CORE S&P SCP ETF 464287804 2666 31938 SH SOLE 0 0 31938 ISHARES TR S&P 500 VAL ETF 464287408 334 3034 SH SOLE 0 0 3034 ISHARES TR CORE S&P500 ETF 464287200 7935 29062 SH SOLE 0 0 29062 ISHARES TR S&P 500 GRWT ETF 464287309 1444 8882 SH SOLE 0 0 8882 ISHARES TR RUS 1000 VAL ETF 464287598 330 2717 SH SOLE 0 0 2717 AMAZON COM INC COM 023135106 209 123 SH SOLE 0 0 123 BOEING CO COM 097023105 271 809 SH SOLE 0 0 809 MICROSOFT CORP COM 594918104 532 5393 SH SOLE 0 0 5393 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 4893 143960 SH SOLE 0 0 143960 VANGUARD INDEX FDS TOTAL STK MKT 922908769 476 3393 SH SOLE 0 0 3393 APPLE INC COM 037833100 409 2209 SH SOLE 0 0 2209 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1041 10215 SH SOLE 0 0 10215 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 205 4864 SH SOLE 0 0 4864 VANGUARD INDEX FDS MID CAP ETF 922908629 1852 11748 SH SOLE 0 0 11748 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1433 17591 SH SOLE 0 0 17591 ISHARES TR CORE S&P TTL STK 464287150 556 8892 SH SOLE 0 0 8892 ISHARES TR US HOME CONS ETF 464288752 270 7085 SH SOLE 0 0 7085 FIRST TR MORNINGSTAR DIV LEA SHS 336917109 248 8659 SH SOLE 0 0 8659 FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF 33733E104 297 5820 SH SOLE 0 0 5820 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 381 4867 SH SOLE 0 0 4867 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 8476 243011 SH SOLE 0 0 243011 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 291 8228 SH SOLE 0 0 8228 FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 33734X168 200 4785 SH SOLE 0 0 4785 ISHARES TR CRE U S REIT ETF 464288521 4970 101115 SH SOLE 0 0 101115 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 588 23773 SH SOLE 0 0 23773 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 36552 1146549 SH SOLE 0 0 1146549 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 863 28377 SH SOLE 0 0 28377 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 430 15424 SH SOLE 0 0 15424 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 627 10362 SH SOLE 0 0 10362 FIRST TR EXCH TRD ALPHA FD I DEV MRK EX US 33737J174 205 3423 SH SOLE 0 0 3423 ISHARES TR MIN VOL EAFE ETF 46429B689 15077 211937 SH SOLE 0 0 211937 ISHARES INC MIN VOL EMRG MKT 464286533 5390 93184 SH SOLE 0 0 93184 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 2661 114614 SH SOLE 0 0 114614 FIRST TR EXCHANGE TRADED FD MULTI ASSET DI 33738R100 551 30140 SH SOLE 0 0 30140 ISHARES TR CORE MSCI EAFE 46432F842 715 11276 SH SOLE 0 0 11276 SPDR SER TR PORTFOLIO SM ETF 78468R853 7764 240519 SH SOLE 0 0 240519 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 246 8214 SH SOLE 0 0 8214 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 4277 71293 SH SOLE 0 0 71293 JP MORGAN EXCHANGE TRADED FD GLOBAL BD OPRT 46641Q852 2898 58301 SH SOLE 0 0 58301 JP MORGAN EXCHANGE TRADED FD DCPLND HG YLD 46641Q878 2988 60358 SH SOLE 0 0 60358