0001713558-23-000003.txt : 20230406 0001713558-23-000003.hdr.sgml : 20230406 20230406150412 ACCESSION NUMBER: 0001713558-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230406 DATE AS OF CHANGE: 20230406 EFFECTIVENESS DATE: 20230406 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: 23805831 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 X0202 13F-HR LIVE false false false 0001713558 XXXXXXXX 03-31-2023 03-31-2023 false Peterson Wealth Advisors, LLC

360 W 920 N Orem UT 84057

13F HOLDINGS REPORT 028-18697 000146349 801-68917 N Scott M. Peterson 801-225-000 /s/ Scott M. Peterson Orem UT 04-06-2023 0 63 363285501 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 689457 4326 SH SOLE 0 0 4326 AMAZON COM INC COM 023135106 415226 4020 SH SOLE 0 0 4020 APPLE INC COM 037833100 2166322 13137 SH SOLE 0 0 13137 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 254735 825 SH SOLE 0 0 825 CATERPILLAR INC COM 149123101 241197 1054 SH SOLE 0 0 1054 COSTCO WHSL CORP NEW COM 22160K105 670709 1350 SH SOLE 0 0 1350 DEERE & CO COM 244199105 212220 514 SH SOLE 0 0 514 DELTA AIR LINES INC DEL COM NEW 247361702 369244 10574 SH SOLE 0 0 10574 EXXON MOBIL CORP COM 30231G102 2399987 21886 SH SOLE 0 0 21886 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1644836 35757 SH SOLE 0 0 35757 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 410823 15427 SH SOLE 0 0 15427 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 612951 13603 SH SOLE 0 0 13603 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 360493 3582 SH SOLE 0 0 3582 FIRST TR NASDAQ 100 TECH IND SHS 337345102 576354 4416 SH SOLE 0 0 4416 GENASYS INC COM 36872P103 210111 71224 SH SOLE 0 0 71224 GOLD ROYALTY CORP COMMON SHARES 38071H106 401291 185783 SH SOLE 0 0 185783 HOME DEPOT INC COM 437076102 704775 2388 SH SOLE 0 0 2388 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 604950 4183 SH SOLE 0 0 4183 ISHARES TR CORE S&P SCP ETF 464287804 2082337 21534 SH SOLE 0 0 21534 ISHARES TR CORE S&P US GWT 464287671 296681 3342 SH SOLE 0 0 3342 ISHARES TR S&P MC 400GR ETF 464287606 499614 6987 SH SOLE 0 0 6987 ISHARES TR BLACKROCK ULTRA 46434V878 1523178 30312 SH SOLE 0 0 30312 ISHARES TR MSCI EAFE MIN VL 46429B689 2534682 37468 SH SOLE 0 0 37468 ISHARES TR MSCI EAFE ETF 464287465 715796 10008 SH SOLE 0 0 10008 ISHARES TR CRE U S REIT ETF 464288521 1324114 26272 SH SOLE 0 0 26272 ISHARES TR CORE S&P500 ETF 464287200 4127238 10040 SH SOLE 0 0 10040 ISHARES TR S&P 500 GRWT ETF 464287309 4011690 62791 SH SOLE 0 0 62791 ISHARES TR MSCI EMG MKT ETF 464287234 251763 6380 SH SOLE 0 0 6380 ISHARES TR CORE S&P MCP ETF 464287507 577557 2309 SH SOLE 0 0 2309 ISHARES TR S&P 500 VAL ETF 464287408 343913 2266 SH SOLE 0 0 2266 ISHARES TR CORE MSCI INTL 46435G326 7601472 125706 SH SOLE 0 0 125706 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 7038440 148616 SH SOLE 0 0 148616 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 26791610 532425 SH SOLE 0 0 532425 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 18279479 385724 SH SOLE 0 0 385724 JOHNSON & JOHNSON COM 478160104 207030 1336 SH SOLE 0 0 1336 LILLY ELI & CO COM 532457108 227344 662 SH SOLE 0 0 662 MASTERCARD INCORPORATED CL A 57636Q104 227065 625 SH SOLE 0 0 625 MICROSOFT CORP COM 594918104 1282497 4448 SH SOLE 0 0 4448 PEPSICO INC COM 713448108 233209 1279 SH SOLE 0 0 1279 SCHWAB STRATEGIC TR US REIT ETF 808524847 1946369 99814 SH SOLE 0 0 99814 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 530982 10883 SH SOLE 0 0 10883 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4214286 62112 SH SOLE 0 0 62112 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1614975 47318 SH SOLE 0 0 47318 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 44575043 1387766 SH SOLE 0 0 1387766 SPDR SER TR BLOOMBERG SHT TE 78468R408 285263 11484 SH SOLE 0 0 11484 SPDR SER TR PORTFOLIO S&P600 78468R853 22625936 599045 SH SOLE 0 0 599045 SPDR SER TR PRTFLO S&P500 VL 78464A508 617560 15166 SH SOLE 0 0 15166 SPDR SER TR PORTFOLI S&P1500 78464A805 8017692 158987 SH SOLE 0 0 158987 SPDR SER TR PORTFLI HIGH YLD 78468R606 5197398 226170 SH SOLE 0 0 226170 SPDR SER TR PORTFOLIO S&P500 78464A854 117032586 2430583 SH SOLE 0 0 2430583 SPDR SER TR PORTFOLIO S&P400 78464A847 24878711 566197 SH SOLE 0 0 566197 TESLA INC COM 88160R101 471972 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 643103 1710 SH SOLE 0 0 1710 VANGUARD INDEX FDS SMALL CP ETF 922908751 3820064 20152 SH SOLE 0 0 20152 VANGUARD INDEX FDS TOTAL STK MKT 922908769 15832987 77575 SH SOLE 0 0 77575 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 10506802 126527 SH SOLE 0 0 126527 VANGUARD INDEX FDS MID CAP ETF 922908629 831738 3943 SH SOLE 0 0 3943 VANGUARD INDEX FDS VALUE ETF 922908744 1322818 9578 SH SOLE 0 0 9578 VANGUARD INDEX FDS LARGE CAP ETF 922908637 651426 3487 SH SOLE 0 0 3487 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3005092 74383 SH SOLE 0 0 74383 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 241150 4510 SH SOLE 0 0 4510 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 800829 17729 SH SOLE 0 0 17729 WALMART INC COM 931142103 498329 3380 SH SOLE 0 0 3380