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
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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
CCO
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
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824588
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SH
SOLE
0
0
8060
ISHARES TR
RUS TP200 GR ETF
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11899
SH
SOLE
0
0
11899
ISHARES TR
RUS MDCP VAL ETF
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SOLE
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ISHARES TR
CORE MSCI INTL
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ISHARES TR
RUS MD CP GR ETF
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USD INV GRDE ETF
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EAFE VALUE ETF
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ISHARES TR
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JANUS DETROIT STR TR
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MICROSOFT CORP
COM
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NORTHERN LTS FD TR IV
MAIN SECTR ROTN
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NVIDIA CORPORATION
COM
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2003
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SOLE
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2003
PIMCO ETF TR
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TOTAL STK MKT
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VALUE ETF
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VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
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INTER TERM TREAS
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VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
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VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
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WISDOMTREE TR
FLOATNG RAT TREA
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