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Peterson Financial Group, Inc.

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13F filer, CIK 1903905, DES MOINES, IA

Peterson Financial Group, Inc. reported $16,404,243 across 32 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-08-12. Its ten largest share positions make up 57.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001903905-24-000004

Period
2024-06-30
Reported value
$16.4M
Holdings
32
Top 10 weight
57.97%
New
8
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FBNDnew+9,438$424K
MOATnew+3,704$321K
DEnew+772$289K
USFRnew+5,495$276K
SPYGnew+3,435$275K

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
FEXexited-3,939-$391K
ACWIexited-3,130-$345K
MGKexited-1,164-$334K
IJHexited-4,657-$283K
IEMGreduced-4,884-$261K

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, Q2 2024

Share positions as resolved from 13F-HR 0001903905-24-000004, largest first. % of portfolio is the value over $16,404,243, 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; 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; 2024Q2: 11,899 shares 11,899$2.55M15.56%-464Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 19,166 shares 19,166$1.43M8.74%-659Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 8,060 shares 8,060$825K5.03%+982Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 14,435 shares 14,435$766K4.67%+886Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 15,287 shares 15,287$694K4.23%+41Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 5,592 shares 5,592$675K4.12%-506Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 1,505 shares 1,505$673K4.1%+16Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 12,263 shares 12,263$656K4%-4,884Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 12,859 shares 12,859$646K3.94%+607Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 2,797 shares 2,797$589K3.59%+148Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,104 shares 4,104$453K2.76%-102Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,503 shares; 2024Q1: 4,308 shares; 2024Q2: 8,888 shares 8,888$452K2.76%+4,580Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 7,550 shares 7,550$440K2.68%+1,075Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,438 shares 9,438$424K2.58%newTimeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,853 shares 6,853$397K2.42%+594Timeline
SECTNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 6,743 shares 6,743$344K2.1%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 562 shares; 2023Q3: not reported; 2023Q4: 825 shares; 2024Q1: 816 shares; 2024Q2: 717 shares 717$343K2.09%-99Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,987 shares; 2024Q1: 3,876 shares; 2024Q2: 3,678 shares 3,678$324K1.98%-198Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,704 shares 3,704$321K1.96%newTimeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 4,652 shares 4,652$305K1.86%+478Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,865 shares; 2024Q1: 2,772 shares; 2024Q2: 3,073 shares 3,073$297K1.81%+301Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 772 shares 772$289K1.76%newTimeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q2: 3,374 shares 3,374$277K1.69%-1,318Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,495 shares 5,495$276K1.69%newTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,435 shares 3,435$275K1.68%newTimeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,955 shares 2,955$274K1.67%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 961 shares; 2023Q3: 964 shares; 2023Q4: 968 shares; 2024Q1: 972 shares; 2024Q2: 972 shares 972$260K1.58%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,161 shares 1,161$250K1.52%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,851 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,003 shares 2,003$247K1.51%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,305 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 516 shares; 2024Q2: 542 shares 542$220K1.34%+26Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,431 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,339 shares; 2024Q2: 3,384 shares 3,384$215K1.31%+45Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,307 shares; 2024Q2: 1,307 shares 1,307$210K1.28%0Timeline

Sold out in Q2 2024

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

SecurityShares beforeValue beforeType
FEXFIRST TR EXCHANGE-TRADED ALP3,939$391Kshares
ACWIISHARES TR3,130$345Kshares
MGKVANGUARD WORLD FD1,164$334Kshares
IJHISHARES TR4,657$283Kshares
AVUVAMERICAN CENTY ETF TR2,339$219Kshares

How Q2 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 0001903905-24-000004 base2024-08-12acceptance time not in the bulk data set