0001713558-20-000004.txt : 20201020 0001713558-20-000004.hdr.sgml : 20201020 20201020114114 ACCESSION NUMBER: 0001713558-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201020 DATE AS OF CHANGE: 20201020 EFFECTIVENESS DATE: 20201020 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Wealth Advisors, LLC CENTRAL INDEX KEY: 0001713558 IRS NUMBER: 261710863 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18697 FILM NUMBER: 201247719 BUSINESS ADDRESS: STREET 1: 360 W 920 N CITY: OREM STATE: UT ZIP: 84057 BUSINESS PHONE: 8012250000 MAIL ADDRESS: STREET 1: 360 W 920 N CITY: OREM STATE: UT ZIP: 84057 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001713558 XXXXXXXX 09-30-2020 09-30-2020 Peterson Wealth Advisors, LLC

360 W 920 N OREM UT 84057

13F HOLDINGS REPORT 028-18697 N Scott M Peterson 801-225-0000 Scott M Peterson Orem UT 10-20-2020 0 47 195206 false INFORMATION TABLE 2 PetersonWealthAdv_13f.xml INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 478 4417 SH SOLE 0 0 0 4417 MASTERCARD INCORPORATED CL A 57636Q104 234 691 SH SOLE 0 0 0 691 SCHWAB STRATEGIC TR US REIT ETF 808524847 469 13272 SH SOLE 0 0 0 13272 VANGUARD INDEX FDS LARGE CAP ETF 922908637 473 3022 SH SOLE 0 0 0 3022 COSTCO WHSL CORP NEW COM 22160K105 479 1349 SH SOLE 0 0 0 1349 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 263 6426 SH SOLE 0 0 0 6426 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 5160 102479 SH SOLE 0 0 0 102479 AMAZON COM INC COM 023135106 753 239 SH SOLE 0 0 0 239 ISHARES TR MSCI USA MIN VOL 46429B697 204 3208 SH SOLE 0 0 0 3208 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 334 3867 SH SOLE 0 0 0 3867 APPLE INC COM 037833100 1663 14362 SH SOLE 0 0 0 14362 ISHARES TR US HOME CONS ETF 464288752 206 3639 SH SOLE 0 0 0 3639 ISHARES TR CORE S&P SCP ETF 464287804 1754 24978 SH SOLE 0 0 0 24978 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 240 4755 SH SOLE 0 0 0 4755 ISHARES TR MSCI EAFE MIN VL 46429B689 22036 323438 SH SOLE 0 0 0 323438 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 435 5511 SH SOLE 0 0 0 5511 VANGUARD INDEX FDS MID CAP ETF 922908629 961 5452 SH SOLE 0 0 0 5452 J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 4416 88318 SH SOLE 0 0 0 88318 FIRST TR VALUE LINE DIVID IN SHS 33734H106 234 7442 SH SOLE 0 0 0 7442 SPDR SER TR PORTFOLIO S&P500 78464A854 62577 1590262 SH SOLE 0 0 0 1590262 VANGUARD INDEX FDS SMALL CP ETF 922908751 1395 9068 SH SOLE 0 0 0 9068 HOME DEPOT INC COM 437076102 449 1618 SH SOLE 0 0 0 1618 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5143 30196 SH SOLE 0 0 0 30196 ISHARES TR CORE MSCI INTL 46435G326 1747 32383 SH SOLE 0 0 0 32383 SPDR SER TR PORTFOLIO S&P400 78464A847 13639 417983 SH SOLE 0 0 0 417983 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 298 968 SH SOLE 0 0 0 968 TESLA INC COM 88160R101 337 785 SH SOLE 0 0 0 785 ISHARES TR S&P MC 400GR ETF 464287606 438 1832 SH SOLE 0 0 0 1832 ISHARES TR S&P 500 GRWT ETF 464287309 3523 15244 SH SOLE 0 0 0 15244 SPDR SER TR PORTFOLIO AGRGTE 78464A649 637 20659 SH SOLE 0 0 0 20659 MICROSOFT CORP COM 594918104 963 4578 SH SOLE 0 0 0 4578 ISHARES TR CORE S&P MCP ETF 464287507 427 2307 SH SOLE 0 0 0 2307 ISHARES TR MSCI EMG MKT ETF 464287234 295 6686 SH SOLE 0 0 0 6686 ISHARES TR S&P 500 VAL ETF 464287408 309 2749 SH SOLE 0 0 0 2749 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 804 22003 SH SOLE 0 0 0 22003 FIRST TR NASDAQ 100 TECH IND SHS 337345102 493 4206 SH SOLE 0 0 0 4206 SPDR SER TR PORTFOLIO S&P600 78468R853 12435 454171 SH SOLE 0 0 0 454171 ISHARES TR MSCI EAFE ETF 464287465 646 10154 SH SOLE 0 0 0 10154 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 15565 306430 SH SOLE 0 0 0 306430 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2198 75131 SH SOLE 0 0 0 75131 FIRST TR EXCHNG TRADED FD VI US EQT DEEP DUFR 33740F771 466 15055 SH SOLE 0 0 0 15055 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 4031 211706 SH SOLE 0 0 0 211706 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 582 13465 SH SOLE 0 0 0 13465 ISHARES TR CORE S&P500 ETF 464287200 4748 14130 SH SOLE 0 0 0 14130 SPDR SER TR PORTFOLI S&P1500 78464A805 11089 271200 SH SOLE 0 0 0 271200 ISHARES TR CRE U S REIT ETF 464288521 7595 173649 SH SOLE 0 0 0 173649 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1585 28576 SH SOLE 0 0 0 28576