0001713558-21-000003.txt : 20210802 0001713558-21-000003.hdr.sgml : 20210802 20210802123317 ACCESSION NUMBER: 0001713558-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210802 DATE AS OF CHANGE: 20210802 EFFECTIVENESS DATE: 20210802 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: 211135329 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 true false 0001713558 XXXXXXXX 06-30-2021 06-30-2021 Peterson Wealth Advisors, LLC

360 W 920 N OREM UT 84057

13F HOLDINGS REPORT 028-18697 N Scott M Peterson 801-225-0000 Scott M Peterson Orem UT 08-02-2021 0 53 281928 false INFORMATION TABLE 2 PetersonWealthAdv_13f.xml INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 666 4417 SH SOLE 0 0 0 4417 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 203 6188 SH SOLE 0 0 0 6188 SCHWAB STRATEGIC TR US REIT ETF 808524847 605 13214 SH SOLE 0 0 0 13214 VANGUARD INDEX FDS LARGE CAP ETF 922908637 617 3075 SH SOLE 0 0 0 3075 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 239 4394 SH SOLE 0 0 0 4394 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 305 5912 SH SOLE 0 0 0 5912 COSTCO WHSL CORP NEW COM 22160K105 534 1349 SH SOLE 0 0 0 1349 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 6675 129538 SH SOLE 0 0 0 129538 AMAZON COM INC COM 023135106 674 196 SH SOLE 0 0 0 196 APPLE INC COM 037833100 1836 13405 SH SOLE 0 0 0 13405 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 434 3867 SH SOLE 0 0 0 3867 ISHARES TR MSCI USA MIN VOL 46429B697 236 3208 SH SOLE 0 0 0 3208 WALMART INC COM 931142103 535 3791 SH SOLE 0 0 0 3791 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 205 2344 SH SOLE 0 0 0 2344 ISHARES TR US HOME CONS ETF 464288752 252 3639 SH SOLE 0 0 0 3639 ISHARES TR CORE S&P SCP ETF 464287804 2613 23132 SH SOLE 0 0 0 23132 ISHARES TR CORE S&P US GWT 464287671 345 3413 SH SOLE 0 0 0 3413 ISHARES TR MSCI EAFE MIN VL 46429B689 30937 409538 SH SOLE 0 0 0 409538 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 301 4755 SH SOLE 0 0 0 4755 ABBVIE INC COM 00287Y109 264 2342 SH SOLE 0 0 0 2342 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 492 4833 SH SOLE 0 0 0 4833 VANGUARD INDEX FDS MID CAP ETF 922908629 1134 4780 SH SOLE 0 0 0 4780 J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 5647 107957 SH SOLE 0 0 0 107957 FIRST TR VALUE LINE DIVID IN SHS 33734H106 296 7442 SH SOLE 0 0 0 7442 SPDR SER TR PORTFOLIO S&P500 78464A854 93858 1864845 SH SOLE 0 0 0 1864845 FACEBOOK INC CL A 30303M102 276 795 SH SOLE 0 0 0 795 VANGUARD INDEX FDS SMALL CP ETF 922908751 2177 9662 SH SOLE 0 0 0 9662 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6819 30603 SH SOLE 0 0 0 30603 HOME DEPOT INC COM 437076102 749 2350 SH SOLE 0 0 0 2350 ISHARES TR CORE MSCI INTL 46435G326 2186 32416 SH SOLE 0 0 0 32416 SPDR SER TR PORTFOLIO S&P400 78464A847 21706 459767 SH SOLE 0 0 0 459767 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 671 1704 SH SOLE 0 0 0 1704 TESLA INC COM 88160R101 391 575 SH SOLE 0 0 0 575 ISHARES TR S&P 500 GRWT ETF 464287309 4518 62116 SH SOLE 0 0 0 62116 ISHARES TR S&P MC 400GR ETF 464287606 550 6799 SH SOLE 0 0 0 6799 SPDR SER TR PORTFOLIO AGRGTE 78464A649 643 21411 SH SOLE 0 0 0 21411 MICROSOFT CORP COM 594918104 1136 4195 SH SOLE 0 0 0 4195 ISHARES TR MSCI EMG MKT ETF 464287234 369 6686 SH SOLE 0 0 0 6686 ISHARES TR CORE S&P MCP ETF 464287507 615 2290 SH SOLE 0 0 0 2290 ISHARES TR S&P 500 VAL ETF 464287408 406 2748 SH SOLE 0 0 0 2748 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1160 25491 SH SOLE 0 0 0 25491 FIRST TR NASDAQ 100 TECH IND SHS 337345102 670 4212 SH SOLE 0 0 0 4212 SPDR SER TR PORTFOLIO S&P600 78468R853 21415 487375 SH SOLE 0 0 0 487375 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 20006 394275 SH SOLE 0 0 0 394275 ISHARES TR MSCI EAFE ETF 464287465 794 10067 SH SOLE 0 0 0 10067 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3263 88690 SH SOLE 0 0 0 88690 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 6595 269610 SH SOLE 0 0 0 269610 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 746 13735 SH SOLE 0 0 0 13735 SPDR SER TR PRTFLO S&P500 VL 78464A508 2580 65262 SH SOLE 0 0 0 65262 ISHARES TR CORE S&P500 ETF 464287200 5318 12369 SH SOLE 0 0 0 12369 SPDR SER TR PORTFOLI S&P1500 78464A805 11772 222244 SH SOLE 0 0 0 222244 ISHARES TR CRE U S REIT ETF 464288521 12352 211719 SH SOLE 0 0 0 211719 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2142 27368 SH SOLE 0 0 0 27368