0001903905-24-000002.txt : 20240425 0001903905-24-000002.hdr.sgml : 20240425 20240424174150 ACCESSION NUMBER: 0001903905-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Financial Group, Inc. CENTRAL INDEX KEY: 0001903905 ORGANIZATION NAME: IRS NUMBER: 263511975 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21545 FILM NUMBER: 24872114 BUSINESS ADDRESS: STREET 1: 220 SW 9TH, SUITE 230 CITY: DES MOINES STATE: IA ZIP: 50309 BUSINESS PHONE: 515-226-1500 MAIL ADDRESS: STREET 1: 220 SW 9TH, SUITE 230 CITY: DES MOINES STATE: IA ZIP: 50309 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001903905 XXXXXXXX 03-31-2024 03-31-2024 false Peterson Financial Group, Inc.

220 Sw 9th, Suite 230 Des Moines IA 50309

13F HOLDINGS REPORT 028-21545 000169519 801-120786 N Eric A. Peterson 515-226-1500 /s/ Eric A. Peterson West Des Moines IA 04-24-2024 0 65 177217710 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 2260443 12413 SH SOLE 0 0 12413 ADVANCED MICRO DEVICES INC COM 007903107 1750573 9699 SH SOLE 0 0 9699 AFLAC INC COM 001055102 2394841 27892 SH SOLE 0 0 27892 AGILENT TECHNOLOGIES INC COM 00846U101 2753989 18926 SH SOLE 0 0 18926 ALPHABET INC CAP STK CL A 02079K305 5742228 38046 SH SOLE 0 0 38046 AMAZON COM INC COM 023135106 6823285 37827 SH SOLE 0 0 37827 AMERICAN CENTY ETF TR US SML CP VALU 025072877 648427 6920 SH SOLE 0 0 6920 APPLE INC COM 037833100 11198852 65307 SH SOLE 0 0 65307 AT&T INC COM 00206R102 1426834 81071 SH SOLE 0 0 81071 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5121004 12178 SH SOLE 0 0 12178 BORGWARNER INC COM 099724106 1475641 42477 SH SOLE 0 0 42477 CENTERPOINT ENERGY INC COM 15189T107 1358338 47678 SH SOLE 0 0 47678 CHEVRON CORP NEW COM 166764100 1932694 12252 SH SOLE 0 0 12252 CISCO SYS INC COM 17275R102 2421688 48521 SH SOLE 0 0 48521 CITIGROUP INC COM NEW 172967424 1928619 30497 SH SOLE 0 0 30497 COMCAST CORP NEW CL A 20030N101 2671214 61620 SH SOLE 0 0 61620 COMERICA INC COM 200340107 1039733 18907 SH SOLE 0 0 18907 CSX CORP COM 126408103 2542106 68576 SH SOLE 0 0 68576 DISNEY WALT CO COM 254687106 1865165 15243 SH SOLE 0 0 15243 ELI LILLY & CO COM 532457108 2911609 3743 SH SOLE 0 0 3743 EXELON CORP COM 30161N101 2356361 62719 SH SOLE 0 0 62719 EXXON MOBIL CORP COM 30231G102 3193168 27471 SH SOLE 0 0 27471 FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705 222939 4151 SH SOLE 0 0 4151 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 246378 5107 SH SOLE 0 0 5107 GOLDMAN SACHS GROUP INC COM 38141G104 2583623 6186 SH SOLE 0 0 6186 HOME DEPOT INC COM 437076102 3511941 9155 SH SOLE 0 0 9155 HONEYWELL INTL INC COM 438516106 1861810 9071 SH SOLE 0 0 9071 HUNT J B TRANS SVCS INC COM 445658107 2451189 12302 SH SOLE 0 0 12302 IDEX CORP COM 45167R104 3750370 15369 SH SOLE 0 0 15369 INTEL CORP COM 458140100 1943502 44000 SH SOLE 0 0 44000 INTERCONTINENTAL EXCHANGE IN COM 45866F104 3043279 22144 SH SOLE 0 0 22144 ISHARES TR RUS MID CAP ETF 464287499 1772772 21081 SH SOLE 0 0 21081 ISHARES TR CORE S&P500 ETF 464287200 4250385 8085 SH SOLE 0 0 8085 ISHARES TR CORE LT USDB ETF 464289479 207474 4059 SH SOLE 0 0 4059 ISHARES TR RUSSELL 2000 ETF 464287655 1499243 7129 SH SOLE 0 0 7129 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 287908 5706 SH SOLE 0 0 5706 JOHNSON & JOHNSON COM 478160104 2439393 15421 SH SOLE 0 0 15421 JPMORGAN CHASE & CO COM 46625H100 5058390 25254 SH SOLE 0 0 25254 MASTERCARD INCORPORATED CL A 57636Q104 1514983 3146 SH SOLE 0 0 3146 MCDONALDS CORP COM 580135101 2654739 9415 SH SOLE 0 0 9415 MERCK & CO INC COM 58933Y105 2832372 21465 SH SOLE 0 0 21465 META PLATFORMS INC CL A 30303M102 4724791 9730 SH SOLE 0 0 9730 MICROSOFT CORP COM 594918104 10520328 25005 SH SOLE 0 0 25005 NIKE INC CL B 654106103 2147158 22847 SH SOLE 0 0 22847 NVIDIA CORPORATION COM 67066G104 8372576 9266 SH SOLE 0 0 9266 PEPSICO INC COM 713448108 2749188 15708 SH SOLE 0 0 15708 PROCTER AND GAMBLE CO COM 742718109 2504717 15438 SH SOLE 0 0 15438 PROLOGIS INC. COM 74340W103 2474323 19001 SH SOLE 0 0 19001 QORVO INC COM 74736K101 2117708 18442 SH SOLE 0 0 18442 S&P GLOBAL INC COM 78409V104 2579859 6064 SH SOLE 0 0 6064 SALESFORCE INC COM 79466L302 2799206 9294 SH SOLE 0 0 9294 SPDR SER TR PORTFOLIO SH TSR 78468R101 285354 9867 SH SOLE 0 0 9867 SPDR SER TR PRTFLO S&P500 VL 78464A508 2776675 55423 SH SOLE 0 0 55423 SPDR SER TR S&P 600 SMCP GRW 78464A201 1069062 12256 SH SOLE 0 0 12256 SPDR SER TR PRTFLO S&P500 GW 78464A409 3897818 53286 SH SOLE 0 0 53286 SPDR SER TR S&P 400 MDCP GRW 78464A821 1630318 18677 SH SOLE 0 0 18677 TESLA INC COM 88160R101 2789812 15870 SH SOLE 0 0 15870 THERMO FISHER SCIENTIFIC INC COM 883556102 3461554 5956 SH SOLE 0 0 5956 TJX COS INC NEW COM 872540109 2124464 20947 SH SOLE 0 0 20947 UBER TECHNOLOGIES INC COM 90353T100 951442 12358 SH SOLE 0 0 12358 UNITEDHEALTH GROUP INC COM 91324P102 3133317 6334 SH SOLE 0 0 6334 VISA INC COM CL A 92826C839 2632831 9434 SH SOLE 0 0 9434 WISDOMTREE TR US MIDCAP DIVID 97717W505 1145903 23496 SH SOLE 0 0 23496 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 298959 5945 SH SOLE 0 0 5945 YUM BRANDS INC COM 988498101 2080845 15008 SH SOLE 0 0 15008