0001713558-21-000001.txt : 20210125 0001713558-21-000001.hdr.sgml : 20210125 20210125130925 ACCESSION NUMBER: 0001713558-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210125 DATE AS OF CHANGE: 20210125 EFFECTIVENESS DATE: 20210125 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: 21549090 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 12-31-2020 12-31-2020 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 01-25-2021 0 47 227256 false INFORMATION TABLE 2 PetersonWealthAdv_13f.xml INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 563 4417 SH SOLE 0 0 0 4417 SCHWAB STRATEGIC TR US REIT ETF 808524847 515 13569 SH SOLE 0 0 0 13569 VANGUARD INDEX FDS LARGE CAP ETF 922908637 531 3022 SH SOLE 0 0 0 3022 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 280 5926 SH SOLE 0 0 0 5926 COSTCO WHSL CORP NEW COM 22160K105 508 1349 SH SOLE 0 0 0 1349 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 5677 109438 SH SOLE 0 0 0 109438 AMAZON COM INC COM 023135106 606 186 SH SOLE 0 0 0 186 APPLE INC COM 037833100 1743 13137 SH SOLE 0 0 0 13137 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 390 3867 SH SOLE 0 0 0 3867 ISHARES TR MSCI USA MIN VOL 46429B697 218 3208 SH SOLE 0 0 0 3208 WALMART INC COM 931142103 614 4262 SH SOLE 0 0 0 4262 ISHARES TR US HOME CONS ETF 464288752 203 3639 SH SOLE 0 0 0 3639 ISHARES TR CORE S&P SCP ETF 464287804 2231 24274 SH SOLE 0 0 0 24274 ISHARES TR MSCI EAFE MIN VL 46429B689 25029 340953 SH SOLE 0 0 0 340953 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 278 4755 SH SOLE 0 0 0 4755 ABBVIE INC COM 00287Y109 226 2112 SH SOLE 0 0 0 2112 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 421 4960 SH SOLE 0 0 0 4960 VANGUARD INDEX FDS MID CAP ETF 922908629 1029 4976 SH SOLE 0 0 0 4976 J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 5003 96399 SH SOLE 0 0 0 96399 FIRST TR VALUE LINE DIVID IN SHS 33734H106 261 7442 SH SOLE 0 0 0 7442 SPDR SER TR PORTFOLIO S&P500 78464A854 73891 1680878 SH SOLE 0 0 0 1680878 VANGUARD INDEX FDS SMALL CP ETF 922908751 1765 9068 SH SOLE 0 0 0 9068 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5922 30423 SH SOLE 0 0 0 30423 HOME DEPOT INC COM 437076102 624 2350 SH SOLE 0 0 0 2350 ISHARES TR CORE MSCI INTL 46435G326 2003 32503 SH SOLE 0 0 0 32503 SPDR SER TR PORTFOLIO S&P400 78464A847 17294 428070 SH SOLE 0 0 0 428070 TESLA INC COM 88160R101 566 802 SH SOLE 0 0 0 802 ISHARES TR S&P MC 400GR ETF 464287606 529 7322 SH SOLE 0 0 0 7322 ISHARES TR S&P 500 GRWT ETF 464287309 3889 60941 SH SOLE 0 0 0 60941 SPDR SER TR PORTFOLIO AGRGTE 78464A649 654 21228 SH SOLE 0 0 0 21228 MICROSOFT CORP COM 594918104 979 4402 SH SOLE 0 0 0 4402 ISHARES TR MSCI EMG MKT ETF 464287234 345 6686 SH SOLE 0 0 0 6686 ISHARES TR CORE S&P MCP ETF 464287507 530 2307 SH SOLE 0 0 0 2307 ISHARES TR CORE MSCI EAFE 46432F842 211 3060 SH SOLE 0 0 0 3060 ISHARES TR S&P 500 VAL ETF 464287408 352 2749 SH SOLE 0 0 0 2749 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 977 23175 SH SOLE 0 0 0 23175 FIRST TR NASDAQ 100 TECH IND SHS 337345102 579 4194 SH SOLE 0 0 0 4194 SPDR SER TR PORTFOLIO S&P600 78468R853 16730 467307 SH SOLE 0 0 0 467307 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 16716 329116 SH SOLE 0 0 0 329116 ISHARES TR MSCI EAFE ETF 464287465 735 10067 SH SOLE 0 0 0 10067 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2690 79707 SH SOLE 0 0 0 79707 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 4764 227167 SH SOLE 0 0 0 227167 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 678 13531 SH SOLE 0 0 0 13531 ISHARES TR CORE S&P500 ETF 464287200 4939 13157 SH SOLE 0 0 0 13157 SPDR SER TR PORTFOLI S&P1500 78464A805 11676 253325 SH SOLE 0 0 0 253325 ISHARES TR CRE U S REIT ETF 464288521 8944 184761 SH SOLE 0 0 0 184761 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1948 28571 SH SOLE 0 0 0 28571