0001713558-23-000006.txt : 20231005 0001713558-23-000006.hdr.sgml : 20231005 20231005164504 ACCESSION NUMBER: 0001713558-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231005 DATE AS OF CHANGE: 20231005 EFFECTIVENESS DATE: 20231005 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: 231311895 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 09-30-2023 09-30-2023 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 10-05-2023 0 61 372177764 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 660747 4433 SH SOLE 0 0 4433 APPLE INC COM 037833100 1887170 11023 SH SOLE 0 0 11023 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 274986 785 SH SOLE 0 0 785 CATERPILLAR INC COM 149123101 284091 1041 SH SOLE 0 0 1041 COSTCO WHSL CORP NEW COM 22160K105 345126 611 SH SOLE 0 0 611 DELTA AIR LINES INC DEL COM NEW 247361702 392112 10598 SH SOLE 0 0 10598 ELI LILLY & CO COM 532457108 349673 651 SH SOLE 0 0 651 EXXON MOBIL CORP COM 30231G102 2586288 21996 SH SOLE 0 0 21996 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1674312 38437 SH SOLE 0 0 38437 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 279263 10570 SH SOLE 0 0 10570 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 357386 8498 SH SOLE 0 0 8498 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 372994 3587 SH SOLE 0 0 3587 FIRST TR NASDAQ 100 TECH IND SHS 337345102 642412 4422 SH SOLE 0 0 4422 GENASYS INC COM 36872P103 143160 71224 SH SOLE 0 0 71224 GOLD ROYALTY CORP COMMON SHARES 38071H106 238918 186655 SH SOLE 0 0 186655 HOME DEPOT INC COM 437076102 454408 1504 SH SOLE 0 0 1504 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 596989 4213 SH SOLE 0 0 4213 ISHARES TR CORE S&P SCP ETF 464287804 2059899 21837 SH SOLE 0 0 21837 ISHARES TR S&P MC 400GR ETF 464287606 500089 6923 SH SOLE 0 0 6923 ISHARES TR CORE MSCI INTL 46435G326 8220063 141044 SH SOLE 0 0 141044 ISHARES TR MSCI EAFE MIN VL 46429B689 1676729 25709 SH SOLE 0 0 25709 ISHARES TR BLACKROCK ULTRA 46434V878 1842751 36577 SH SOLE 0 0 36577 ISHARES TR CRE U S REIT ETF 464288521 946109 20053 SH SOLE 0 0 20053 ISHARES TR CORE S&P500 ETF 464287200 3959107 9219 SH SOLE 0 0 9219 ISHARES TR MSCI EAFE ETF 464287465 693170 10058 SH SOLE 0 0 10058 ISHARES TR S&P 500 GRWT ETF 464287309 4239614 61965 SH SOLE 0 0 61965 ISHARES TR MSCI EMG MKT ETF 464287234 242509 6390 SH SOLE 0 0 6390 ISHARES TR CORE S&P MCP ETF 464287507 564009 2262 SH SOLE 0 0 2262 ISHARES TR S&P 500 VAL ETF 464287408 327260 2127 SH SOLE 0 0 2127 ISHARES TR CORE S&P US GWT 464287671 317662 3350 SH SOLE 0 0 3350 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 33249144 662598 SH SOLE 0 0 662598 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 5926040 130271 SH SOLE 0 0 130271 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 16293696 364757 SH SOLE 0 0 364757 JOHNSON & JOHNSON COM 478160104 208879 1341 SH SOLE 0 0 1341 JPMORGAN CHASE & CO COM 46625H100 206403 1423 SH SOLE 0 0 1423 META PLATFORMS INC CL A 30303M102 432302 1440 SH SOLE 0 0 1440 MICROSOFT CORP COM 594918104 1347763 4268 SH SOLE 0 0 4268 PEPSICO INC COM 713448108 216298 1277 SH SOLE 0 0 1277 SCHWAB STRATEGIC TR US REIT ETF 808524847 1864367 105035 SH SOLE 0 0 105035 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6671729 139314 SH SOLE 0 0 139314 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4498404 66466 SH SOLE 0 0 66466 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1415384 42162 SH SOLE 0 0 42162 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 44761231 1443445 SH SOLE 0 0 1443445 SPDR SER TR PORTFOLIO S&P600 78468R853 22671987 614417 SH SOLE 0 0 614417 SPDR SER TR PORTFOLI S&P1500 78464A805 6778623 129141 SH SOLE 0 0 129141 SPDR SER TR PRTFLO S&P500 VL 78464A508 633649 15357 SH SOLE 0 0 15357 SPDR SER TR PORTFOLIO S&P400 78464A847 25475687 581770 SH SOLE 0 0 581770 SPDR SER TR PORTFOLIO S&P500 78464A854 122492815 2437183 SH SOLE 0 0 2437183 TESLA INC COM 88160R101 569251 2275 SH SOLE 0 0 2275 VANGUARD INDEX FDS SMALL CP ETF 922908751 4041386 21375 SH SOLE 0 0 21375 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16764314 78924 SH SOLE 0 0 78924 VANGUARD INDEX FDS VALUE ETF 922908744 1337165 9695 SH SOLE 0 0 9695 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 666255 1697 SH SOLE 0 0 1697 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 10024217 132490 SH SOLE 0 0 132490 VANGUARD INDEX FDS MID CAP ETF 922908629 782815 3759 SH SOLE 0 0 3759 VANGUARD INDEX FDS LARGE CAP ETF 922908637 569769 2912 SH SOLE 0 0 2912 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3302751 84232 SH SOLE 0 0 84232 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 237927 4587 SH SOLE 0 0 4587 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 344416 5979 SH SOLE 0 0 5979 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 728226 16657 SH SOLE 0 0 16657 WALMART INC COM 931142103 535865 3351 SH SOLE 0 0 3351