13F-HR/A filed by Peterson Financial Group, Inc.
Peterson Financial Group, Inc. filed this 13F-HR/A for the quarter ended 2023-09-30, filed 2024-08-28, with 18 holding rows worth $10,056,064.
- Accession
- 0001903905-24-000011
- Filer
- CIK 1903905
- Filed
- 2024-08-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2023
A holdings report, amendment of type restatement, 18 entries on the cover page, a total value of $10,056,064 stated on the cover page (in dollars after the unit check, H1), rows summing to $10,056,064 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 12,386 | $1,905,322 | dollars as filed | |
| ISHARES TR | 464289420 | RUS TP200 VL ETF | 17,554 | $1,147,499 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 15,773 | $750,634 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 15,920 | $696,985 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 6,414 | $669,225 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 12,246 | $599,190 | dollars as filed | |
| ISHARES TR | 464288620 | SHS | 12,088 | $581,060 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 6,669 | $575,532 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,471 | $464,400 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 5,849 | $417,857 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 6,316 | $360,986 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,982 | $339,326 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H591 | CMN | 7,316 | $307,937 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 4,917 | $286,567 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 4,862 | $280,028 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 527 | $240,617 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 7,252 | $228,075 | dollars as filed | |
| VTI | 922908769 | COM | 964 | $204,824 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001903905-23-000004 | superseded | 2023-10-31 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001903905-24-000011 | this filing | 2024-08-28 | acceptance time not in the bulk data set |