0001713558-23-000005.txt : 20230713 0001713558-23-000005.hdr.sgml : 20230713 20230713160856 ACCESSION NUMBER: 0001713558-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230713 DATE AS OF CHANGE: 20230713 EFFECTIVENESS DATE: 20230713 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: 231086855 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 06-30-2023 06-30-2023 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 07-13-2023 0 64 378368306 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 591364 4380 SH SOLE 0 0 4380 APPLE INC COM 037833100 2127794 11056 SH SOLE 0 0 11056 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 263682 771 SH SOLE 0 0 771 BROADCOM INC COM 11135F101 209321 239 SH SOLE 0 0 239 CATERPILLAR INC COM 149123101 270647 1094 SH SOLE 0 0 1094 COSTCO WHSL CORP NEW COM 22160K105 339729 628 SH SOLE 0 0 628 DEERE & CO COM 244199105 219093 539 SH SOLE 0 0 539 DELTA AIR LINES INC DEL COM NEW 247361702 507129 10574 SH SOLE 0 0 10574 EXXON MOBIL CORP COM 30231G102 2363124 21991 SH SOLE 0 0 21991 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1528739 33777 SH SOLE 0 0 33777 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 291843 10769 SH SOLE 0 0 10769 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 201406 4400 SH SOLE 0 0 4400 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 467686 10620 SH SOLE 0 0 10620 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 384795 3587 SH SOLE 0 0 3587 FIRST TR NASDAQ 100 TECH IND SHS 337345102 652581 4416 SH SOLE 0 0 4416 GENASYS INC COM 36872P103 199427 71224 SH SOLE 0 0 71224 GOLD ROYALTY CORP COMMON SHARES 38071H106 339711 186655 SH SOLE 0 0 186655 HOME DEPOT INC COM 437076102 459407 1482 SH SOLE 0 0 1482 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 630272 4202 SH SOLE 0 0 4202 ISHARES TR MSCI EAFE MIN VL 46429B689 2088216 31033 SH SOLE 0 0 31033 ISHARES TR CORE S&P SCP ETF 464287804 2189128 21830 SH SOLE 0 0 21830 ISHARES TR S&P 500 GRWT ETF 464287309 4364145 61912 SH SOLE 0 0 61912 ISHARES TR MSCI EMG MKT ETF 464287234 255608 6390 SH SOLE 0 0 6390 ISHARES TR CORE S&P MCP ETF 464287507 593143 2262 SH SOLE 0 0 2262 ISHARES TR CORE S&P US GWT 464287671 327477 3350 SH SOLE 0 0 3350 ISHARES TR BLACKROCK ULTRA 46434V878 1509178 30117 SH SOLE 0 0 30117 ISHARES TR CRE U S REIT ETF 464288521 1162733 22343 SH SOLE 0 0 22343 ISHARES TR CORE MSCI INTL 46435G326 8165829 133603 SH SOLE 0 0 133603 ISHARES TR CORE S&P500 ETF 464287200 4272215 9571 SH SOLE 0 0 9571 ISHARES TR MSCI EAFE ETF 464287465 728371 10058 SH SOLE 0 0 10058 ISHARES TR S&P MC 400GR ETF 464287606 518436 6900 SH SOLE 0 0 6900 ISHARES TR S&P 500 VAL ETF 464287408 344320 2132 SH SOLE 0 0 2132 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 31734564 635454 SH SOLE 0 0 635454 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 6077228 131031 SH SOLE 0 0 131031 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 16688060 359850 SH SOLE 0 0 359850 JOHNSON & JOHNSON COM 478160104 226842 1389 SH SOLE 0 0 1389 JPMORGAN CHASE & CO COM 46625H100 205280 1400 SH SOLE 0 0 1400 LILLY ELI & CO COM 532457108 305474 662 SH SOLE 0 0 662 META PLATFORMS INC CL A 30303M102 411869 1440 SH SOLE 0 0 1440 MICROSOFT CORP COM 594918104 1503552 4449 SH SOLE 0 0 4449 PEPSICO INC COM 713448108 225097 1213 SH SOLE 0 0 1213 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6373462 133197 SH SOLE 0 0 133197 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4486348 62966 SH SOLE 0 0 62966 SCHWAB STRATEGIC TR US REIT ETF 808524847 1927229 97730 SH SOLE 0 0 97730 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 45397292 1391275 SH SOLE 0 0 1391275 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1472674 42440 SH SOLE 0 0 42440 SPDR SER TR PRTFLO S&P500 VL 78464A508 660186 15240 SH SOLE 0 0 15240 SPDR SER TR PORTFOLI S&P1500 78464A805 7467052 136834 SH SOLE 0 0 136834 SPDR SER TR PORTFOLIO S&P600 78468R853 23428875 599051 SH SOLE 0 0 599051 SPDR SER TR PORTFOLIO S&P400 78464A847 26071010 566023 SH SOLE 0 0 566023 SPDR SER TR PORTFOLIO S&P500 78464A854 124458311 2383802 SH SOLE 0 0 2383802 TESLA INC COM 88160R101 636591 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16831159 76180 SH SOLE 0 0 76180 VANGUARD INDEX FDS SMALL CP ETF 922908751 4031433 20191 SH SOLE 0 0 20191 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 10639524 126091 SH SOLE 0 0 126091 VANGUARD INDEX FDS MID CAP ETF 922908629 829525 3755 SH SOLE 0 0 3755 VANGUARD INDEX FDS VALUE ETF 922908744 1375317 9641 SH SOLE 0 0 9641 VANGUARD INDEX FDS LARGE CAP ETF 922908637 591574 2913 SH SOLE 0 0 2913 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 689647 1690 SH SOLE 0 0 1690 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 249085 4561 SH SOLE 0 0 4561 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3226880 78551 SH SOLE 0 0 78551 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 271515 4721 SH SOLE 0 0 4721 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 773158 16713 SH SOLE 0 0 16713 WALMART INC COM 931142103 535944 3388 SH SOLE 0 0 3388