0001713558-21-000004.txt : 20211021 0001713558-21-000004.hdr.sgml : 20211021 20211021121319 ACCESSION NUMBER: 0001713558-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211021 DATE AS OF CHANGE: 20211021 EFFECTIVENESS DATE: 20211021 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: 211336339 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 09-30-2021 09-30-2021 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 10-21-2021 0 53 302543 false INFORMATION TABLE 2 PetersonWealthAdv_13f.xml INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 644 4299 SH SOLE 0 0 0 4299 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 222 7284 SH SOLE 0 0 0 7284 SCHWAB STRATEGIC TR US REIT ETF 808524847 649 14201 SH SOLE 0 0 0 14201 VANGUARD INDEX FDS LARGE CAP ETF 922908637 615 3061 SH SOLE 0 0 0 3061 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 236 4394 SH SOLE 0 0 0 4394 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 396 7839 SH SOLE 0 0 0 7839 COSTCO WHSL CORP NEW COM 22160K105 606 1349 SH SOLE 0 0 0 1349 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 7614 148199 SH SOLE 0 0 0 148199 AMAZON COM INC COM 023135106 644 196 SH SOLE 0 0 0 196 APPLE INC COM 037833100 1897 13405 SH SOLE 0 0 0 13405 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 430 3867 SH SOLE 0 0 0 3867 ISHARES TR MSCI USA MIN VOL 46429B697 225 3067 SH SOLE 0 0 0 3067 WALMART INC COM 931142103 528 3791 SH SOLE 0 0 0 3791 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 204 2344 SH SOLE 0 0 0 2344 ISHARES TR US HOME CONS ETF 464288752 241 3639 SH SOLE 0 0 0 3639 ISHARES TR CORE S&P SCP ETF 464287804 2427 22230 SH SOLE 0 0 0 22230 ISHARES TR CORE S&P US GWT 464287671 349 3413 SH SOLE 0 0 0 3413 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 14547 271660 SH SOLE 0 0 0 271660 ISHARES TR MSCI EAFE MIN VL 46429B689 6644 88184 SH SOLE 0 0 0 88184 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 290 4755 SH SOLE 0 0 0 4755 ABBVIE INC COM 00287Y109 253 2342 SH SOLE 0 0 0 2342 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 9953 97789 SH SOLE 0 0 0 97789 VANGUARD INDEX FDS MID CAP ETF 922908629 1074 4536 SH SOLE 0 0 0 4536 J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 5403 103772 SH SOLE 0 0 0 103772 FIRST TR VALUE LINE DIVID IN SHS 33734H106 292 7442 SH SOLE 0 0 0 7442 SPDR SER TR PORTFOLIO S&P500 78464A854 95633 1895231 SH SOLE 0 0 0 1895231 FACEBOOK INC CL A 30303M102 270 795 SH SOLE 0 0 0 795 VANGUARD INDEX FDS SMALL CP ETF 922908751 2175 9944 SH SOLE 0 0 0 9944 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7337 33041 SH SOLE 0 0 0 33041 HOME DEPOT INC COM 437076102 771 2350 SH SOLE 0 0 0 2350 ISHARES TR CORE MSCI INTL 46435G326 2472 36989 SH SOLE 0 0 0 36989 SPDR SER TR PORTFOLIO S&P400 78464A847 21513 466055 SH SOLE 0 0 0 466055 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 673 1706 SH SOLE 0 0 0 1706 TESLA INC COM 88160R101 446 575 SH SOLE 0 0 0 575 ISHARES TR S&P 500 GRWT ETF 464287309 4572 61863 SH SOLE 0 0 0 61863 ISHARES TR S&P MC 400GR ETF 464287606 538 6795 SH SOLE 0 0 0 6795 MICROSOFT CORP COM 594918104 1183 4195 SH SOLE 0 0 0 4195 ISHARES TR MSCI EMG MKT ETF 464287234 345 6850 SH SOLE 0 0 0 6850 ISHARES TR CORE S&P MCP ETF 464287507 602 2290 SH SOLE 0 0 0 2290 ISHARES TR S&P 500 VAL ETF 464287408 400 2748 SH SOLE 0 0 0 2748 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1556 36576 SH SOLE 0 0 0 36576 FIRST TR NASDAQ 100 TECH IND SHS 337345102 650 4121 SH SOLE 0 0 0 4121 SPDR SER TR PORTFOLIO S&P600 78468R853 20861 489689 SH SOLE 0 0 0 489689 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 22381 441267 SH SOLE 0 0 0 441267 ISHARES TR MSCI EAFE ETF 464287465 800 10250 SH SOLE 0 0 0 10250 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 35284 974425 SH SOLE 0 0 0 974425 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 927 18543 SH SOLE 0 0 0 18543 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1003 42392 SH SOLE 0 0 0 42392 ISHARES TR CORE S&P500 ETF 464287200 5034 11685 SH SOLE 0 0 0 11685 SPDR SER TR PRTFLO S&P500 VL 78464A508 2661 68236 SH SOLE 0 0 0 68236 SPDR SER TR PORTFOLI S&P1500 78464A805 10980 207215 SH SOLE 0 0 0 207215 ISHARES TR CRE U S REIT ETF 464288521 2896 49371 SH SOLE 0 0 0 49371 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2197 28663 SH SOLE 0 0 0 28663