0001713558-24-000007.txt : 20240822
0001713558-24-000007.hdr.sgml : 20240822
20240822153714
ACCESSION NUMBER: 0001713558-24-000007
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20240822
DATE AS OF CHANGE: 20240822
EFFECTIVENESS DATE: 20240822
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Peterson Financial Group, Inc.
CENTRAL INDEX KEY: 0001903905
ORGANIZATION NAME:
IRS NUMBER: 263511975
STATE OF INCORPORATION: IA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21545
FILM NUMBER: 241231764
BUSINESS ADDRESS:
STREET 1: 220 SW 9TH, SUITE 230
CITY: DES MOINES
STATE: IA
ZIP: 50309
BUSINESS PHONE: 515-226-1500
MAIL ADDRESS:
STREET 1: 220 SW 9TH, SUITE 230
CITY: DES MOINES
STATE: IA
ZIP: 50309
13F-HR/A
1
primary_doc.xml
X0202
13F-HR/A
LIVE
false
false
false
0001903905
XXXXXXXX
12-31-2021
12-31-2021
true
1
RESTATEMENT
false
Peterson Financial Group, Inc.
220 Sw 9th, Suite 230
Des Moines
IA
50309
13F HOLDINGS REPORT
028-21545
000169519
801-120786
N
Eric A. Peterson
CCO
515-226-1500
/s/ Eric A. Peterson
West Des Moines
IA
08-22-2024
0
79
122555900
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
2600782
18479
SH
SOLE
0
0
18479
ABBVIE INC
COM
00287Y109
1421821
10501
SH
SOLE
0
0
10501
ADOBE SYSTEMS INCORPORATED
COM
00724F101
2246125
3961
SH
SOLE
0
0
3961
ADVANCED MICRO DEVICES INC
COM
007903107
1355970
9423
SH
SOLE
0
0
9423
ALIGN TECHNOLOGY INC
COM
016255101
849077
1292
SH
SOLE
0
0
1292
ALPHABET INC
CAP STK CL A
02079K305
3454480
1192
SH
SOLE
0
0
1192
AMAZON COM INC
COM
023135106
4202932
1260
SH
SOLE
0
0
1260
APPLE INC
COM
037833100
9352879
52672
SH
SOLE
0
0
52672
AT&T INC
COM
00206R102
935157
38015
SH
SOLE
0
0
38015
AUTODESK INC
COM
052769106
1182123
4204
SH
SOLE
0
0
4204
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2502331
8369
SH
SOLE
0
0
8369
BK OF AMERICA CORP
COM
060505104
2661049
59812
SH
SOLE
0
0
59812
BRISTOL-MYERS SQUIBB CO
COM
110122108
923552
14812
SH
SOLE
0
0
14812
CHEVRON CORP NEW
COM
166764100
1274373
10860
SH
SOLE
0
0
10860
CIGNA CORP NEW
COM
125523100
695284
3028
SH
SOLE
0
0
3028
CISCO SYS INC
COM
17275R102
1627455
25682
SH
SOLE
0
0
25682
CITIGROUP INC
COM NEW
172967424
1133027
18762
SH
SOLE
0
0
18762
COCA COLA CO
COM
191216100
226021
3817
SH
SOLE
0
0
3817
COMCAST CORP NEW
CL A
20030N101
1471570
29238
SH
SOLE
0
0
29238
DISNEY WALT CO
COM
254687106
1508850
9741
SH
SOLE
0
0
9741
EMERSON ELEC CO
COM
291011104
2052774
22080
SH
SOLE
0
0
22080
EXXON MOBIL CORP
COM
30231G102
1262138
20627
SH
SOLE
0
0
20627
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
287728
6004
SH
SOLE
0
0
6004
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
315585
3418
SH
SOLE
0
0
3418
GOLDMAN SACHS GROUP INC
COM
38141G104
2090757
5465
SH
SOLE
0
0
5465
HOME DEPOT INC
COM
437076102
2258937
5443
SH
SOLE
0
0
5443
HONEYWELL INTL INC
COM
438516106
1751433
8400
SH
SOLE
0
0
8400
INTEL CORP
COM
458140100
1311282
25462
SH
SOLE
0
0
25462
INTERNATIONAL BUSINESS MACHS
COM
459200101
1332470
9969
SH
SOLE
0
0
9969
ISHARES INC
CORE MSCI EMKT
46434G103
834329
13938
SH
SOLE
0
0
13938
ISHARES INC
MSCI GBL MIN VOL
464286525
293757
2713
SH
SOLE
0
0
2713
ISHARES TR
MSCI USA MMENTM
46432F396
278594
1532
SH
SOLE
0
0
1532
ISHARES TR
RUS TP200 VL ETF
464289420
2080705
29695
SH
SOLE
0
0
29695
ISHARES TR
MSCI USA MIN VOL
46429B697
304275
3761
SH
SOLE
0
0
3761
ISHARES TR
0-5 YR TIPS ETF
46429B747
253418
2393
SH
SOLE
0
0
2393
ISHARES TR
RUS TP200 GR ETF
464289438
2858531
16490
SH
SOLE
0
0
16490
ISHARES TR
EAFE VALUE ETF
464288877
883250
17528
SH
SOLE
0
0
17528
ISHARES TR
EAFE GRWTH ETF
464288885
852147
7726
SH
SOLE
0
0
7726
ISHARES TR
USD INV GRDE ETF
464288620
1074062
17979
SH
SOLE
0
0
17979
ISHARES TR
RUS MD CP GR ETF
464287481
431487
3745
SH
SOLE
0
0
3745
ISHARES TR
RUS MDCP VAL ETF
464287473
1140224
9317
SH
SOLE
0
0
9317
JOHNSON & JOHNSON
COM
478160104
2061283
12049
SH
SOLE
0
0
12049
JOHNSON CTLS INTL PLC
SHS
G51502105
2029280
24957
SH
SOLE
0
0
24957
LAM RESEARCH CORP
COM
512807108
945450
1315
SH
SOLE
0
0
1315
LOCKHEED MARTIN CORP
COM
539830109
1093829
3078
SH
SOLE
0
0
3078
LOWES COS INC
COM
548661107
1030347
3986
SH
SOLE
0
0
3986
MASTERCARD INCORPORATED
CL A
57636Q104
1566578
4360
SH
SOLE
0
0
4360
MCDONALDS CORP
COM
580135101
1920035
7162
SH
SOLE
0
0
7162
MERCK & CO INC
COM
58933Y105
1218661
15901
SH
SOLE
0
0
15901
META PLATFORMS INC
CL A
30303M102
2878483
8558
SH
SOLE
0
0
8558
MICROSOFT CORP
COM
594918104
9102681
27066
SH
SOLE
0
0
27066
NETFLIX INC
COM
64110L106
1564537
2597
SH
SOLE
0
0
2597
NEXTERA ENERGY INC
COM
65339F101
1769524
18954
SH
SOLE
0
0
18954
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
66538H591
530498
11823
SH
SOLE
0
0
11823
NVIDIA CORPORATION
COM
67066G104
3077034
10462
SH
SOLE
0
0
10462
PAYPAL HLDGS INC
COM
70450Y103
1389080
7366
SH
SOLE
0
0
7366
PEPSICO INC
COM
713448108
1717593
9888
SH
SOLE
0
0
9888
PFIZER INC
COM
717081103
1893270
32062
SH
SOLE
0
0
32062
PHILIP MORRIS INTL INC
COM
718172109
1125693
11849
SH
SOLE
0
0
11849
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
245489
2417
SH
SOLE
0
0
2417
PROCTER AND GAMBLE CO
COM
742718109
2227810
13619
SH
SOLE
0
0
13619
PROLOGIS INC.
COM
74340W103
2072540
12310
SH
SOLE
0
0
12310
PROSHARES TR
PSHS ULTRUSS2000
74347R842
348360
6275
SH
SOLE
0
0
6275
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
346170
669
SH
SOLE
0
0
669
SPDR SER TR
PORTFOLIO INTRMD
78464A375
306877
8489
SH
SOLE
0
0
8489
TESLA INC
COM
88160R101
2606019
2466
SH
SOLE
0
0
2466
UNION PAC CORP
COM
907818108
1784767
7084
SH
SOLE
0
0
7084
UNITEDHEALTH GROUP INC
COM
91324P102
2713255
5403
SH
SOLE
0
0
5403
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
318225
729
SH
SOLE
0
0
729
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
240125
4855
SH
SOLE
0
0
4855
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
611387
6808
SH
SOLE
0
0
6808
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
228770
2558
SH
SOLE
0
0
2558
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
536940
8078
SH
SOLE
0
0
8078
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1185128
22429
SH
SOLE
0
0
22429
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
499081
8205
SH
SOLE
0
0
8205
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
466585
9138
SH
SOLE
0
0
9138
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
210790
619
SH
SOLE
0
0
619
VISA INC
COM CL A
92826C839
1596229
7366
SH
SOLE
0
0
7366
WELLS FARGO CO NEW
COM
949746101
1524756
31779
SH
SOLE
0
0
31779