0001903905-22-000003.txt : 20220719 0001903905-22-000003.hdr.sgml : 20220719 20220719142133 ACCESSION NUMBER: 0001903905-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220719 EFFECTIVENESS DATE: 20220719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Financial Group, Inc. CENTRAL INDEX KEY: 0001903905 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: 221091192 BUSINESS ADDRESS: STREET 1: 1011 OFFICE PARK ROAD, SUITE 4 CITY: WEST DES MOINES STATE: IA ZIP: 50265 BUSINESS PHONE: 515-226-1500 MAIL ADDRESS: STREET 1: 1011 OFFICE PARK ROAD, SUITE 4 CITY: WEST DES MOINES STATE: IA ZIP: 50265 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001903905 XXXXXXXX 03-31-2022 03-31-2022 true 1 RESTATEMENT false Peterson Financial Group, Inc.

1011 Office Park Road, Suite 4 West Des Moines IA 50265

13F HOLDINGS REPORT 028-21545 N Eric A. Peterson 515-226-1500 /s/ Eric A. Peterson West Des Moines IA 07-19-2022 0 90 136683 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2408 20340 SH SOLE 0 0 20340 ABBVIE INC COM 00287Y109 1778 10974 SH SOLE 0 0 10974 ADOBE SYSTEMS INCORPORATED COM 00724F101 2098 4604 SH SOLE 0 0 4604 ADVANCED MICRO DEVICES INC COM 007903107 1122 10256 SH SOLE 0 0 10256 ALIGN TECHNOLOGY INC COM 016255101 661 1517 SH SOLE 0 0 1517 ALPHABET INC CAP STK CL A 02079K305 3625 1303 SH SOLE 0 0 1303 AMAZON COM INC COM 023135106 4664 1430 SH SOLE 0 0 1430 AMERICAN CENTY ETF TR US SML CP VALU 025072877 490 6133 SH SOLE 0 0 6133 APPLE INC COM 037833100 9651 55270 SH SOLE 0 0 55270 AT&T INC COM 00206R102 1007 42580 SH SOLE 0 0 42580 AUTODESK INC COM 052769106 1060 4945 SH SOLE 0 0 4945 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3163 8962 SH SOLE 0 0 8962 BK OF AMERICA CORP COM 060505104 2716 65879 SH SOLE 0 0 65879 BRISTOL-MYERS SQUIBB CO COM 110122108 1181 16165 SH SOLE 0 0 16165 CHEVRON CORP NEW COM 166764100 1709 10492 SH SOLE 0 0 10492 CIGNA CORP NEW COM 125523100 795 3317 SH SOLE 0 0 3317 CISCO SYS INC COM 17275R102 1457 26125 SH SOLE 0 0 26125 CITIGROUP INC COM NEW 172967424 1115 20878 SH SOLE 0 0 20878 COMCAST CORP NEW CL A 20030N101 1550 33093 SH SOLE 0 0 33093 DISNEY WALT CO COM 254687106 1522 11101 SH SOLE 0 0 11101 EMERSON ELEC CO COM 291011104 2391 24380 SH SOLE 0 0 24380 EXXON MOBIL CORP COM 30231G102 1656 20044 SH SOLE 0 0 20044 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 281 5750 SH SOLE 0 0 5750 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 291 6178 SH SOLE 0 0 6178 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 212 4284 SH SOLE 0 0 4284 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 310 3505 SH SOLE 0 0 3505 GOLDMAN SACHS GROUP INC COM 38141G104 2032 6156 SH SOLE 0 0 6156 HOME DEPOT INC COM 437076102 1800 6013 SH SOLE 0 0 6013 HONEYWELL INTL INC COM 438516106 1840 9461 SH SOLE 0 0 9461 INTEL CORP COM 458140100 1529 30850 SH SOLE 0 0 30850 INTERNATIONAL BUSINESS MACHS COM 459200101 1338 10290 SH SOLE 0 0 10290 ISHARES INC MSCI GBL MIN VOL 464286525 292 2790 SH SOLE 0 0 2790 ISHARES INC CORE MSCI EMKT 46434G103 727 13085 SH SOLE 0 0 13085 ISHARES TR USD INV GRDE ETF 464288620 821 14914 SH SOLE 0 0 14914 ISHARES TR RUSSELL 2000 ETF 464287655 1044 5089 SH SOLE 0 0 5089 ISHARES TR 0-5 YR TIPS ETF 46429B747 259 2464 SH SOLE 0 0 2464 ISHARES TR RUS TP200 VL ETF 464289420 1716 24646 SH SOLE 0 0 24646 ISHARES TR MSCI USA MMENTM 46432F396 261 1550 SH SOLE 0 0 1550 ISHARES TR MSCI USA MIN VOL 46429B697 295 3805 SH SOLE 0 0 3805 ISHARES TR RUS MD CP GR ETF 464287481 279 2775 SH SOLE 0 0 2775 ISHARES TR RUS MDCP VAL ETF 464287473 982 8209 SH SOLE 0 0 8209 ISHARES TR RUS MID CAP ETF 464287499 1245 15956 SH SOLE 0 0 15956 ISHARES TR EAFE VALUE ETF 464288877 776 15435 SH SOLE 0 0 15435 ISHARES TR EAFE GRWTH ETF 464288885 657 6832 SH SOLE 0 0 6832 ISHARES TR CORE S&P500 ETF 464287200 2879 6345 SH SOLE 0 0 6345 ISHARES TR CORE LT USDB ETF 464289479 450 7035 SH SOLE 0 0 7035 ISHARES TR RUS TP200 GR ETF 464289438 2267 14272 SH SOLE 0 0 14272 JOHNSON & JOHNSON COM 478160104 2321 13098 SH SOLE 0 0 13098 JOHNSON CTLS INTL PLC SHS G51502105 1832 27935 SH SOLE 0 0 27935 LAM RESEARCH CORP COM 512807108 804 1494 SH SOLE 0 0 1494 LOCKHEED MARTIN CORP COM 539830109 1468 3324 SH SOLE 0 0 3324 LOWES COS INC COM 548661107 881 4356 SH SOLE 0 0 4356 MASTERCARD INCORPORATED CL A 57636Q104 1715 4798 SH SOLE 0 0 4798 MCDONALDS CORP COM 580135101 1936 7831 SH SOLE 0 0 7831 MERCK & CO INC COM 58933Y105 1436 17505 SH SOLE 0 0 17505 META PLATFORMS INC CL A 30303M102 2295 10322 SH SOLE 0 0 10322 MICROSOFT CORP COM 594918104 9198 29832 SH SOLE 0 0 29832 NETFLIX INC COM 64110L106 1170 3122 SH SOLE 0 0 3122 NEXTERA ENERGY INC COM 65339F101 1791 21143 SH SOLE 0 0 21143 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 448 10520 SH SOLE 0 0 10520 NVIDIA CORPORATION COM 67066G104 3084 11304 SH SOLE 0 0 11304 PAYPAL HLDGS INC COM 70450Y103 1142 9875 SH SOLE 0 0 9875 PEPSICO INC COM 713448108 1799 10749 SH SOLE 0 0 10749 PFIZER INC COM 717081103 1645 31772 SH SOLE 0 0 31772 PHILIP MORRIS INTL INC COM 718172109 1244 13241 SH SOLE 0 0 13241 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 248 2473 SH SOLE 0 0 2473 PROCTER AND GAMBLE CO COM 742718109 2253 14747 SH SOLE 0 0 14747 PROLOGIS INC. COM 74340W103 2132 13201 SH SOLE 0 0 13201 PROSHARES TR PSHS ULTRUSS2000 74347R842 270 5814 SH SOLE 0 0 5814 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 336 686 SH SOLE 0 0 686 SPDR SER TR PRTFLO S&P500 VL 78464A508 2038 48814 SH SOLE 0 0 48814 SPDR SER TR S&P 600 SMCP GRW 78464A201 702 8372 SH SOLE 0 0 8372 SPDR SER TR S&P 400 MDCP GRW 78464A821 994 13390 SH SOLE 0 0 13390 SPDR SER TR PRTFLO S&P500 GW 78464A409 2717 41040 SH SOLE 0 0 41040 SPDR SER TR PORTFOLIO SH TSR 78468R101 287 9690 SH SOLE 0 0 9690 SPDR SER TR PORTFOLIO INTRMD 78464A375 285 8361 SH SOLE 0 0 8361 TESLA INC COM 88160R101 2858 2652 SH SOLE 0 0 2652 UNION PAC CORP COM 907818108 2076 7600 SH SOLE 0 0 7600 UNITEDHEALTH GROUP INC COM 91324P102 2956 5795 SH SOLE 0 0 5795 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 269 646 SH SOLE 0 0 646 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 213 4610 SH SOLE 0 0 4610 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 422 6711 SH SOLE 0 0 6711 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 954 19042 SH SOLE 0 0 19042 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 454 7662 SH SOLE 0 0 7662 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 574 6925 SH SOLE 0 0 6925 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 411 8559 SH SOLE 0 0 8559 VISA INC COM CL A 92826C839 1804 8135 SH SOLE 0 0 8135 WELLS FARGO CO NEW COM 949746101 1653 34109 SH SOLE 0 0 34109 WISDOMTREE TR US MIDCAP DIVID 97717W505 771 17361 SH SOLE 0 0 17361 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 395 7854 SH SOLE 0 0 7854