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Peterson Financial Group, Inc.

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13F filer, CIK 1903905, DES MOINES, IA

Peterson Financial Group, Inc. reported $15,322,685 across 29 holdings for the quarter ended 2024-03-31, in a 13F-HR/A filed 2024-08-28. Its ten largest share positions make up 61.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001903905-24-000013

Period
2024-03-31
Reported value
$15.3M
Holdings
29
Top 10 weight
61.8%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IJHadded+3,701$225K
BRK-Bnew+516$217K
VTVnew+1,307$213K
KOnew+3,339$204K
VTIadded+4$1.04K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPIBexited-7,351-$241K
VOOexited-511-$223K
IWYreduced-926-$181K
VMBSreduced-3,582-$163K
IWSreduced-682-$85.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2024

Share positions as resolved from 13F-HR/A 0001903905-24-000013, largest first. % of portfolio is the value over $15,322,685, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 14,153 shares; 2023Q1: 11,877 shares; 2023Q2: 12,274 shares; 2023Q3: 12,386 shares; 2023Q4: 13,289 shares; 2024Q1: 12,363 shares 12,363$2.41M15.74%-926Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 22,464 shares; 2023Q1: 17,609 shares; 2023Q2: 17,788 shares; 2023Q3: 17,554 shares; 2023Q4: 20,672 shares; 2024Q1: 19,825 shares 19,825$1.51M9.87%-847Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 19,452 shares; 2023Q1: 15,646 shares; 2023Q2: 15,677 shares; 2023Q3: 15,773 shares; 2023Q4: 18,266 shares; 2024Q1: 17,147 shares 17,147$885K5.77%-1,119Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,290 shares; 2023Q1: 6,332 shares; 2023Q2: 6,271 shares; 2023Q3: 6,414 shares; 2023Q4: 6,780 shares; 2024Q1: 6,098 shares 6,098$764K4.99%-682Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 16,524 shares; 2023Q1: 12,488 shares; 2023Q2: 12,199 shares; 2023Q3: 12,246 shares; 2023Q4: 14,579 shares; 2024Q1: 13,549 shares 13,549$737K4.81%-1,030Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,769 shares; 2023Q1: 7,070 shares; 2023Q2: 6,588 shares; 2023Q3: 6,669 shares; 2023Q4: 7,494 shares; 2024Q1: 7,078 shares 7,078$735K4.79%-416Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 18,819 shares; 2023Q1: 14,758 shares; 2023Q2: 15,174 shares; 2023Q3: 15,920 shares; 2023Q4: 18,828 shares; 2024Q1: 15,246 shares 15,246$695K4.54%-3,582Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 20,891 shares; 2023Q1: 1,245 shares; 2023Q2: 1,460 shares; 2023Q3: 1,471 shares; 2023Q4: 1,505 shares; 2024Q1: 1,489 shares 1,489$627K4.09%-16Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 13,899 shares; 2023Q1: 11,441 shares; 2023Q2: 11,745 shares; 2023Q3: 12,088 shares; 2023Q4: 13,380 shares; 2024Q1: 12,252 shares 12,252$622K4.06%-1,128Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 4,016 shares; 2023Q1: 3,287 shares; 2023Q2: 2,935 shares; 2023Q3: not reported; 2023Q4: 4,519 shares; 2024Q1: 4,206 shares 4,206$480K3.13%-313Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 37,566 shares; 2023Q1: 2,386 shares; 2023Q2: 1,962 shares; 2023Q3: 1,982 shares; 2023Q4: 2,708 shares; 2024Q1: 2,649 shares 2,649$454K2.96%-59Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,862 shares; 2023Q1: 5,778 shares; 2023Q2: 5,831 shares; 2023Q3: 5,849 shares; 2023Q4: 5,074 shares; 2024Q1: 4,692 shares 4,692$399K2.6%-382Timeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,107 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,063 shares; 2024Q1: 3,939 shares 3,939$391K2.55%-124Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 7,549 shares; 2023Q1: 6,149 shares; 2023Q2: 6,293 shares; 2023Q3: 6,316 shares; 2023Q4: 7,069 shares; 2024Q1: 6,475 shares 6,475$379K2.47%-594Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,281 shares; 2023Q1: 4,002 shares; 2023Q2: 4,884 shares; 2023Q3: 4,862 shares; 2023Q4: 6,252 shares; 2024Q1: 6,259 shares 6,259$363K2.37%+7Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 562 shares; 2023Q3: not reported; 2023Q4: 825 shares; 2024Q1: 816 shares 816$362K2.36%-9Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,987 shares; 2024Q1: 3,876 shares 3,876$351K2.29%-111Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,231 shares; 2024Q1: 3,130 shares 3,130$345K2.25%-101Timeline
SECTNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 8,161 shares; 2023Q1: 7,597 shares; 2023Q2: 7,308 shares; 2023Q3: 7,316 shares; 2023Q4: 6,829 shares; 2024Q1: 6,743 shares 6,743$340K2.22%-86Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,201 shares; 2024Q1: 1,164 shares 1,164$334K2.18%-37Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 956 shares; 2024Q1: 4,657 shares 4,657$283K1.85%+3,701Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 5,893 shares; 2023Q1: 5,158 shares; 2023Q2: 5,085 shares; 2023Q3: 4,917 shares; 2023Q4: 4,979 shares; 2024Q1: 4,174 shares 4,174$280K1.83%-805Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 961 shares; 2023Q3: 964 shares; 2023Q4: 968 shares; 2024Q1: 972 shares 972$253K1.65%+4Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,865 shares; 2024Q1: 2,772 shares 2,772$248K1.62%-93Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,407 shares; 2024Q1: 2,339 shares 2,339$219K1.43%-68Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,503 shares; 2024Q1: 4,308 shares 4,308$219K1.43%-195Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 6,305 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 516 shares 516$217K1.42%newTimeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,307 shares 1,307$213K1.39%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: 3,431 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,339 shares 3,339$204K1.33%newTimeline

Sold out in Q1 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPIBSPDR SERIES TRUST7,351$241Kshares
VOOVANGUARD INDEX FDS511$223Kshares

How Q1 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001903905-24-000002 superseded2024-04-25acceptance time not in the bulk data set
13F-HR/A 0001903905-24-000013 baserestatement2024-08-28acceptance time not in the bulk data set