0001903905-22-000004.txt : 20220720 0001903905-22-000004.hdr.sgml : 20220720 20220720111610 ACCESSION NUMBER: 0001903905-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220720 DATE AS OF CHANGE: 20220720 EFFECTIVENESS DATE: 20220720 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-21545 FILM NUMBER: 221093290 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 1 primary_doc.xml 13F-HR LIVE false false false 0001903905 XXXXXXXX 06-30-2022 06-30-2022 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 07-20-2022 0 90 124117 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2400 22093 SH SOLE 0 0 22093 ABBVIE INC COM 00287Y109 1759 11487 SH SOLE 0 0 11487 ADOBE SYSTEMS INCORPORATED COM 00724F101 1884 5147 SH SOLE 0 0 5147 ADVANCED MICRO DEVICES INC COM 007903107 860 11253 SH SOLE 0 0 11253 ALIGN TECHNOLOGY INC COM 016255101 422 1783 SH SOLE 0 0 1783 ALPHABET INC CAP STK CL A 02079K305 3085 1415 SH SOLE 0 0 1415 AMAZON COM INC COM 023135106 3416 32171 SH SOLE 0 0 32171 AMERICAN CENTY ETF TR US SML CP VALU 025072877 473 6922 SH SOLE 0 0 6922 APPLE INC COM 037833100 8030 58731 SH SOLE 0 0 58731 AT&T INC COM 00206R102 1017 48510 SH SOLE 0 0 48510 AUTODESK INC COM 052769106 954 5547 SH SOLE 0 0 5547 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2605 9539 SH SOLE 0 0 9539 BK OF AMERICA CORP COM 060505104 2276 73112 SH SOLE 0 0 73112 BRISTOL-MYERS SQUIBB CO COM 110122108 1320 17143 SH SOLE 0 0 17143 CHEVRON CORP NEW COM 166764100 1600 11055 SH SOLE 0 0 11055 CIGNA CORP NEW COM 125523100 938 3557 SH SOLE 0 0 3557 CISCO SYS INC COM 17275R102 1210 28364 SH SOLE 0 0 28364 CITIGROUP INC COM NEW 172967424 1062 23088 SH SOLE 0 0 23088 COMCAST CORP NEW CL A 20030N101 1443 36774 SH SOLE 0 0 36774 DISNEY WALT CO COM 254687106 1190 12604 SH SOLE 0 0 12604 EMERSON ELEC CO COM 291011104 2116 26604 SH SOLE 0 0 26604 EXXON MOBIL CORP COM 30231G102 1778 20764 SH SOLE 0 0 20764 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 275 6233 SH SOLE 0 0 6233 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 288 5971 SH SOLE 0 0 5971 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 210 4528 SH SOLE 0 0 4528 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 263 3457 SH SOLE 0 0 3457 GOLDMAN SACHS GROUP INC COM 38141G104 2010 6769 SH SOLE 0 0 6769 HOME DEPOT INC COM 437076102 1806 6585 SH SOLE 0 0 6585 HONEYWELL INTL INC COM 438516106 1784 10264 SH SOLE 0 0 10264 INTEL CORP COM 458140100 1271 33974 SH SOLE 0 0 33974 INTERNATIONAL BUSINESS MACHS COM 459200101 1561 11057 SH SOLE 0 0 11057 ISHARES INC CORE MSCI EMKT 46434G103 701 14288 SH SOLE 0 0 14288 ISHARES INC MSCI GBL MIN VOL 464286525 263 2778 SH SOLE 0 0 2778 ISHARES TR MSCI USA MIN VOL 46429B697 222 3165 SH SOLE 0 0 3165 ISHARES TR MSCI USA MMENTM 46432F396 211 1549 SH SOLE 0 0 1549 ISHARES TR RUS MD CP GR ETF 464287481 229 2894 SH SOLE 0 0 2894 ISHARES TR RUS MDCP VAL ETF 464287473 868 8538 SH SOLE 0 0 8538 ISHARES TR RUS MID CAP ETF 464287499 1203 18604 SH SOLE 0 0 18604 ISHARES TR RUS TP200 GR ETF 464289438 1852 14787 SH SOLE 0 0 14787 ISHARES TR RUS TP200 VL ETF 464289420 1527 24717 SH SOLE 0 0 24717 ISHARES TR USD INV GRDE ETF 464288620 773 15168 SH SOLE 0 0 15168 ISHARES TR RUSSELL 2000 ETF 464287655 1027 6061 SH SOLE 0 0 6061 ISHARES TR EAFE VALUE ETF 464288877 720 16593 SH SOLE 0 0 16593 ISHARES TR EAFE GRWTH ETF 464288885 615 7641 SH SOLE 0 0 7641 ISHARES TR CORE S&P500 ETF 464287200 2974 7843 SH SOLE 0 0 7843 ISHARES TR CORE LT USDB ETF 464289479 411 7405 SH SOLE 0 0 7405 ISHARES TR 0-5 YR TIPS ETF 46429B747 251 2481 SH SOLE 0 0 2481 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 205 4099 SH SOLE 0 0 4099 JOHNSON & JOHNSON COM 478160104 2471 13920 SH SOLE 0 0 13920 JOHNSON CTLS INTL PLC SHS G51502105 1481 30915 SH SOLE 0 0 30915 LAM RESEARCH CORP COM 512807108 706 1656 SH SOLE 0 0 1656 LOCKHEED MARTIN CORP COM 539830109 1521 3536 SH SOLE 0 0 3536 LOWES COS INC COM 548661107 834 4780 SH SOLE 0 0 4780 MASTERCARD INCORPORATED CL A 57636Q104 1624 5148 SH SOLE 0 0 5148 MCDONALDS CORP COM 580135101 2032 8232 SH SOLE 0 0 8232 MERCK & CO INC COM 58933Y105 1659 18193 SH SOLE 0 0 18193 META PLATFORMS INC CL A 30303M102 1901 11791 SH SOLE 0 0 11791 MICROSOFT CORP COM 594918104 8308 32347 SH SOLE 0 0 32347 NETFLIX INC COM 64110L106 686 3922 SH SOLE 0 0 3922 NEXTERA ENERGY INC COM 65339F101 1797 23199 SH SOLE 0 0 23199 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 323 8893 SH SOLE 0 0 8893 NVIDIA CORPORATION COM 67066G104 1879 12400 SH SOLE 0 0 12400 PAYPAL HLDGS INC COM 70450Y103 873 12501 SH SOLE 0 0 12501 PEPSICO INC COM 713448108 1907 11447 SH SOLE 0 0 11447 PFIZER INC COM 717081103 1777 33893 SH SOLE 0 0 33893 PHILIP MORRIS INTL INC COM 718172109 1381 13992 SH SOLE 0 0 13992 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 247 2493 SH SOLE 0 0 2493 PROCTER AND GAMBLE CO COM 742718109 2283 15872 SH SOLE 0 0 15872 PROLOGIS INC. 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