0001713558-21-000002.txt : 20210428 0001713558-21-000002.hdr.sgml : 20210428 20210428110006 ACCESSION NUMBER: 0001713558-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210428 DATE AS OF CHANGE: 20210428 EFFECTIVENESS DATE: 20210428 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: 21862447 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 03-31-2021 03-31-2021 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 04-28-2021 0 51 245723 false INFORMATION TABLE 2 PetersonWealthAdv_13f.xml INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 626 4417 SH SOLE 0 0 0 4417 SCHWAB STRATEGIC TR US REIT ETF 808524847 555 13507 SH SOLE 0 0 0 13507 VANGUARD INDEX FDS LARGE CAP ETF 922908637 560 3022 SH SOLE 0 0 0 3022 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 291 5926 SH SOLE 0 0 0 5926 COSTCO WHSL CORP NEW COM 22160K105 475 1349 SH SOLE 0 0 0 1349 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 5868 114378 SH SOLE 0 0 0 114378 AMAZON COM INC COM 023135106 575 186 SH SOLE 0 0 0 186 APPLE INC COM 037833100 1605 13137 SH SOLE 0 0 0 13137 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 399 3867 SH SOLE 0 0 0 3867 ISHARES TR MSCI USA MIN VOL 46429B697 222 3208 SH SOLE 0 0 0 3208 WALMART INC COM 931142103 580 4272 SH SOLE 0 0 0 4272 ISHARES TR US HOME CONS ETF 464288752 247 3639 SH SOLE 0 0 0 3639 ISHARES TR CORE S&P SCP ETF 464287804 2535 23355 SH SOLE 0 0 0 23355 ISHARES TR CORE S&P US GWT 464287671 310 3413 SH SOLE 0 0 0 3413 ISHARES TR MSCI EAFE MIN VL 46429B689 26557 363847 SH SOLE 0 0 0 363847 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 289 4755 SH SOLE 0 0 0 4755 ABBVIE INC COM 00287Y109 229 2112 SH SOLE 0 0 0 2112 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 445 4845 SH SOLE 0 0 0 4845 VANGUARD INDEX FDS MID CAP ETF 922908629 1067 4819 SH SOLE 0 0 0 4819 J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 4945 95921 SH SOLE 0 0 0 95921 NEW RELIC INC NOTE 0.500% 5/0 64829BAB6 10 10000 PRN SOLE 0 0 0 10000 FIRST TR VALUE LINE DIVID IN SHS 33734H106 283 7442 SH SOLE 0 0 0 7442 SPDR SER TR PORTFOLIO S&P500 78464A854 80836 1734297 SH SOLE 0 0 0 1734297 FACEBOOK INC CL A 30303M102 214 725 SH SOLE 0 0 0 725 VANGUARD INDEX FDS SMALL CP ETF 922908751 1931 9021 SH SOLE 0 0 0 9021 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6466 31281 SH SOLE 0 0 0 31281 HOME DEPOT INC COM 437076102 717 2350 SH SOLE 0 0 0 2350 ISHARES TR CORE MSCI INTL 46435G326 2097 32467 SH SOLE 0 0 0 32467 SPDR SER TR PORTFOLIO S&P400 78464A847 19488 425882 SH SOLE 0 0 0 425882 OMEROS CORP NOTE 5.250% 2/1 682143AG7 12 10000 PRN SOLE 0 0 0 10000 TESLA INC COM 88160R101 391 585 SH SOLE 0 0 0 585 INTERNATIONAL BUSINESS MACHS COM 459200101 245 1838 SH SOLE 0 0 0 1838 ISHARES TR S&P 500 GRWT ETF 464287309 4043 62092 SH SOLE 0 0 0 62092 ISHARES TR S&P MC 400GR ETF 464287606 532 6790 SH SOLE 0 0 0 6790 SPDR SER TR PORTFOLIO AGRGTE 78464A649 624 21050 SH SOLE 0 0 0 21050 MICROSOFT CORP COM 594918104 1038 4402 SH SOLE 0 0 0 4402 ISHARES TR CORE S&P MCP ETF 464287507 596 2290 SH SOLE 0 0 0 2290 ISHARES TR MSCI EMG MKT ETF 464287234 357 6686 SH SOLE 0 0 0 6686 ISHARES TR S&P 500 VAL ETF 464287408 388 2749 SH SOLE 0 0 0 2749 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1061 24238 SH SOLE 0 0 0 24238 FIRST TR NASDAQ 100 TECH IND SHS 337345102 606 4199 SH SOLE 0 0 0 4199 SPDR SER TR PORTFOLIO S&P600 78468R853 19390 458720 SH SOLE 0 0 0 458720 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 17170 338282 SH SOLE 0 0 0 338282 ISHARES TR MSCI EAFE ETF 464287465 764 10067 SH SOLE 0 0 0 10067 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2998 84788 SH SOLE 0 0 0 84788 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 5581 244681 SH SOLE 0 0 0 244681 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 706 13563 SH SOLE 0 0 0 13563 ISHARES TR CORE S&P500 ETF 464287200 4988 12539 SH SOLE 0 0 0 12539 SPDR SER TR PORTFOLI S&P1500 78464A805 11573 235279 SH SOLE 0 0 0 235279 ISHARES TR CRE U S REIT ETF 464288521 10119 193102 SH SOLE 0 0 0 193102 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2119 28475 SH SOLE 0 0 0 28475