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Disclosery

13F-HR/A filed by Peterson Financial Group, Inc.

Peterson Financial Group, Inc. filed this 13F-HR/A for the quarter ended 2022-06-30, filed 2024-08-26, with 74 holding rows worth $106,233,778.

Accession
0001903905-24-000006
Filer
CIK 1903905
Filed
2024-08-26
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2022

A holdings report, amendment of type restatement, 74 entries on the cover page, a total value of $106,233,778 stated on the cover page (in dollars after the unit check, H1), rows summing to $106,233,778 with VALUE read as dollars as filed, 13F file number 028-21545. 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 filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM31,187$8,009,646dollars as filed
Apple Inc037833100COM56,460$7,719,244dollars as filed
Amazon.com, Inc023135106COM30,716$3,262,344dollars as filed
UnitedHealth Group Inc91324P102COM5,886$3,023,025dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,364$2,973,419dollars as filed
Berkshire Hathaway Inc084670702COM9,177$2,505,505dollars as filed
Johnson & Johnson478160104COM13,401$2,378,773dollars as filed
Abbott Laboratories002824100COM21,277$2,311,791dollars as filed
Procter & Gamble Co742718109COM15,310$2,201,488dollars as filed
Bank of America Corp060505104COM70,372$2,190,677dollars as filed
EMERSON ELEC CO COM291011104Stock25,638$2,039,251dollars as filed
McDonalds Corporation580135101COM7,922$1,955,885dollars as filed
ISHARES TR464289438RUS TP200 GR ETF15,572$1,950,275dollars as filed
Goldman Sachs Group,Inc.38141G104COM6,518$1,936,041dollars as filed
PepsiCo,Inc.713448108COM11,012$1,835,313dollars as filed
Tesla Motors, Inc88160R101COM2,721$1,832,376dollars as filed
META PLATFORMS INC CL A30303M102COM11,360$1,831,800dollars as filed
Adobe Inc00724F101COM4,964$1,817,122dollars as filed
NVIDIA Corp67066G104COM11,926$1,807,937dollars as filed
Home Depot, Inc437076102COM6,332$1,736,549dollars as filed
NextEra Energy,Inc.65339F101COM22,306$1,727,814dollars as filed
Merck & Co.,Inc.58933Y105COM18,899$1,723,036dollars as filed
Honeywell Technologies438516106COM9,890$1,719,056dollars as filed
EXXON MOBIL CORP30231G102COM19,964$1,709,697dollars as filed
Pfizer Inc.717081103COM32,592$1,708,783dollars as filed
AbbVie,Inc.00287Y109COM11,041$1,691,076dollars as filed
Union Pacific Corporation907818108COM7,887$1,682,117dollars as filed
Visa Inc92826C839COM8,475$1,668,643dollars as filed
Chevron Corporation166764100COM11,396$1,649,934dollars as filed
International Business Machines Corporation459200101COM11,462$1,618,380dollars as filed
ISHARES TR464289420RUS TP200 VL ETF26,001$1,606,359dollars as filed
Prologis,Inc.74340W103COM13,626$1,603,098dollars as filed
MasterCard, Inc57636Q104COM4,961$1,565,122dollars as filed
Lockheed Martin Corporation539830109COM3,404$1,463,430dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock29,774$1,425,590dollars as filed
Wells Fargo & Company949746101COM35,898$1,406,133dollars as filed
Comcast Corp20030N101COM35,475$1,392,042dollars as filed
Philip Morris International Inc.718172109COM13,270$1,310,239dollars as filed
Bristol-Myers Squibb Company110122108COM16,515$1,271,652dollars as filed
Intel Corp458140100COM32,838$1,228,466dollars as filed
Cisco Systems,Inc.17275R102COM27,242$1,161,587dollars as filed
Walt Disney Co254687106COM12,165$1,148,416dollars as filed
Citigroup Inc.172967424COM22,267$1,024,062dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS20,526$981,357dollars as filed
AT&T Inc00206R102COM46,814$981,219dollars as filed
AUTODESK INC COM052769106Stock5,293$910,184dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF8,947$908,724dollars as filed
Cigna Corporation125523100COM3,424$902,370dollars as filed
PAYPALHLDGSINC70450Y103STOK12,115$846,112dollars as filed
Advanced Micro Devices,Inc.007903107COM10,811$826,717dollars as filed
ISHARES TR464288620SHS16,137$822,503dollars as filed
Lowes Companies,Inc.548661107COM4,600$803,503dollars as filed
iShares MSCI EAFE Value ETF464288877SHS17,293$750,507dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS14,958$733,848dollars as filed
LAM RESEARCH CORP512807108COM1,596$680,299dollars as filed
Netflix, Inc64110L106COM3,784$661,708dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF8,011$644,835dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS7,430$437,304dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS7,073$432,562dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK6,307$431,216dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock1,720$407,072dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS8,752$357,080dollars as filed
NORTHERN LTS FD TR IV66538H591CMN8,893$323,446dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS612$252,855dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF7,692$250,990dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D309SENIOR LN FD5,553$244,872dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF3,035$240,459dollars as filed
ISHARES INC464286525MSCI GBL MIN VOL2,473$233,731dollars as filed
FIRST TR EXCHANGE-TRADED ALP33734K109COM SHS3,072$233,674dollars as filed
Coca-Cola Company191216100COM3,635$228,697dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS2,211$224,252dollars as filed
Vanguard S&P 500 ETF922908363COM643$223,044dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC2,233$221,288dollars as filed
VWO922042858SHS5,142$214,157dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001903905-22-000004 superseded2022-07-20acceptance time not in the bulk data set
13F-HR/A 0001903905-24-000006this filing2024-08-26acceptance time not in the bulk data set