13F-HR filed by Peterson Wealth Advisors, LLC
Peterson Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2017-12-31, filed 2018-03-19, with 45 holding rows worth $110,628,000.
- Accession
- 0001580642-18-001632
- Filer
- CIK 1713558
- Filed
- 2018-03-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2017
A holdings report, 45 entries on the cover page, a total value of $110,628,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $110,628,000 with VALUE read as thousands by filing date, 13F file number 028-18697. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 122,867 | $33,033,000 | thousands by filing date | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 152,262 | $11,112,000 | thousands by filing date | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 313,406 | $9,813,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 49,309 | $7,632,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 86,325 | $6,631,000 | thousands by filing date | |
| ISHARES INC | 464286533 | MSCI EMERG MRKT | 83,104 | $5,049,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 54,507 | $4,523,000 | thousands by filing date | |
| VTI | 922908769 | COM | 24,500 | $3,363,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 32,467 | $2,568,000 | thousands by filing date | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 65,620 | $2,189,000 | thousands by filing date | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 62,887 | $1,896,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 10,414 | $1,591,000 | thousands by filing date | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 48,191 | $1,440,000 | thousands by filing date | |
| IJH | 464287507 | COM | 7,313 | $1,388,000 | thousands by filing date | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 25,922 | $1,286,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33738R100 | MULTI ASSET DI | 65,487 | $1,245,000 | thousands by filing date | |
| Guggenheim S&P 500 Equal Weighted ETf | 78355W106 | Equity | 11,548 | $1,167,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 33,849 | $1,124,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33738D101 | NO AMER ENERGY | 41,393 | $1,017,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q878 | HIGH YLD RESRCH | 19,342 | $992,000 | thousands by filing date | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 17,468 | $894,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 19,197 | $861,000 | thousands by filing date | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 27,572 | $851,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33734X200 | DJ GLBL DIVID | 32,075 | $845,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 11,287 | $746,000 | thousands by filing date | |
| FIRST TR NAS100 EQ WEIGHTED | 337344105 | SHS | 11,924 | $691,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 11,266 | $689,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 336917109 | SHS | 17,860 | $537,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 6,347 | $518,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 5,539 | $474,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 2,659 | $450,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 3,396 | $422,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 9,084 | $417,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 3,433 | $392,000 | thousands by filing date | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 7,076 | $309,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 254 | $297,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 5,787 | $295,000 | thousands by filing date | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 1,837 | $294,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33734X168 | MATERIALS ALPH | 6,142 | $269,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 1,355 | $257,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 802 | $237,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,130 | $210,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRAD FD VI | 33739H101 | FST TR GLB FD | 10,163 | $210,000 | thousands by filing date | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 938 | $202,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED ALP | 33734K109 | COM SHS | 3,450 | $202,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001580642-18-001632 | this filing | 2018-03-19 | acceptance time not in the bulk data set |