0001903905-24-000004.txt : 20240812 0001903905-24-000004.hdr.sgml : 20240812 20240812144631 ACCESSION NUMBER: 0001903905-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240812 DATE AS OF CHANGE: 20240812 EFFECTIVENESS DATE: 20240812 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-21545 FILM NUMBER: 241196285 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 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001903905 XXXXXXXX 06-30-2024 06-30-2024 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 515-226-1500 /s/ Eric A. Peterson West Des Moines IA 08-12-2024 0 32 16404243 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 589107 2797 SH SOLE 0 0 2797 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 220368 542 SH SOLE 0 0 542 COCA COLA CO COM 191216100 215423 3384 SH SOLE 0 0 3384 DEERE & CO COM 244199105 288595 772 SH SOLE 0 0 772 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 424034 9438 SH SOLE 0 0 9438 INVESCO QQQ TR UNIT SER 1 46090E103 343380 717 SH SOLE 0 0 717 ISHARES INC CORE MSCI EMKT 46434G103 656428 12263 SH SOLE 0 0 12263 ISHARES TR EAFE GRWTH ETF 464288885 824588 8060 SH SOLE 0 0 8060 ISHARES TR RUS TP200 GR ETF 464289438 2552585 11899 SH SOLE 0 0 11899 ISHARES TR RUS MDCP VAL ETF 464287473 675236 5592 SH SOLE 0 0 5592 ISHARES TR CORE MSCI INTL 46435G326 305374 4652 SH SOLE 0 0 4652 ISHARES TR RUS MD CP GR ETF 464287481 452908 4104 SH SOLE 0 0 4104 ISHARES TR USD INV GRDE ETF 464288620 645661 12859 SH SOLE 0 0 12859 ISHARES TR EAFE VALUE ETF 464288877 765611 14435 SH SOLE 0 0 14435 ISHARES TR CORE S&P US VLU 464287663 324123 3678 SH SOLE 0 0 3678 ISHARES TR GLOBAL 100 ETF 464287572 296775 3073 SH SOLE 0 0 3073 ISHARES TR RUS TP200 VL ETF 464289420 1434031 19166 SH SOLE 0 0 19166 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 452240 8888 SH SOLE 0 0 8888 MICROSOFT CORP COM 594918104 672525 1505 SH SOLE 0 0 1505 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 344491 6743 SH SOLE 0 0 6743 NVIDIA CORPORATION COM 67066G104 247478 2003 SH SOLE 0 0 2003 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 273889 2955 SH SOLE 0 0 2955 SPDR GOLD TR GOLD SHS 78463V107 249627 1161 SH SOLE 0 0 1161 SPDR SER TR PRTFLO S&P500 GW 78464A409 275279 3435 SH SOLE 0 0 3435 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 320816 3704 SH SOLE 0 0 3704 VANGUARD INDEX FDS TOTAL STK MKT 922908769 259957 972 SH SOLE 0 0 972 VANGUARD INDEX FDS VALUE ETF 922908744 209608 1307 SH SOLE 0 0 1307 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 276578 3374 SH SOLE 0 0 3374 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 439637 7550 SH SOLE 0 0 7550 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 694024 15287 SH SOLE 0 0 15287 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 397418 6853 SH SOLE 0 0 6853 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 276449 5495 SH SOLE 0 0 5495