0001713558-24-000001.txt : 20240110 0001713558-24-000001.hdr.sgml : 20240110 20240110153258 ACCESSION NUMBER: 0001713558-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Wealth Advisors, LLC CENTRAL INDEX KEY: 0001713558 ORGANIZATION NAME: 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: 24526422 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 12-31-2023 12-31-2023 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 01-10-2024 0 65 421185334 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 693913 4478 SH SOLE 0 0 4478 APPLE INC COM 037833100 2132126 11074 SH SOLE 0 0 11074 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 344890 967 SH SOLE 0 0 967 BROADCOM INC COM 11135F101 291231 261 SH SOLE 0 0 261 CATERPILLAR INC COM 149123101 308802 1044 SH SOLE 0 0 1044 COSTCO WHSL CORP NEW COM 22160K105 401998 609 SH SOLE 0 0 609 DELTA AIR LINES INC DEL COM NEW 247361702 395929 9842 SH SOLE 0 0 9842 ELI LILLY & CO COM 532457108 394054 676 SH SOLE 0 0 676 EXXON MOBIL CORP COM 30231G102 2199966 22004 SH SOLE 0 0 22004 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1593401 34609 SH SOLE 0 0 34609 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 287248 10374 SH SOLE 0 0 10374 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 319181 7156 SH SOLE 0 0 7156 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 316215 2692 SH SOLE 0 0 2692 FIRST TR NASDAQ 100 TECH IND SHS 337345102 774034 4411 SH SOLE 0 0 4411 GENASYS INC COM 36872P103 144585 71224 SH SOLE 0 0 71224 GOLD ROYALTY CORP COMMON SHARES 38071H106 274382 186655 SH SOLE 0 0 186655 HOME DEPOT INC COM 437076102 529685 1528 SH SOLE 0 0 1528 INTEL CORP COM 458140100 306936 6108 SH SOLE 0 0 6108 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 625955 3967 SH SOLE 0 0 3967 ISHARES TR CORE MSCI INTL 46435G326 8098891 127221 SH SOLE 0 0 127221 ISHARES TR CORE S&P500 ETF 464287200 4146484 8681 SH SOLE 0 0 8681 ISHARES TR MSCI EAFE MIN VL 46429B689 1756123 25326 SH SOLE 0 0 25326 ISHARES TR S&P 500 VAL ETF 464287408 364568 2097 SH SOLE 0 0 2097 ISHARES TR CORE S&P MCP ETF 464287507 613737 2214 SH SOLE 0 0 2214 ISHARES TR CRE U S REIT ETF 464288521 1098604 20236 SH SOLE 0 0 20236 ISHARES TR CORE S&P SCP ETF 464287804 2368605 21881 SH SOLE 0 0 21881 ISHARES TR S&P MC 400GR ETF 464287606 583516 7366 SH SOLE 0 0 7366 ISHARES TR S&P 500 GRWT ETF 464287309 4657497 62017 SH SOLE 0 0 62017 ISHARES TR MSCI EAFE ETF 464287465 760414 10092 SH SOLE 0 0 10092 ISHARES TR BLACKROCK ULTRA 46434V878 2474482 49136 SH SOLE 0 0 49136 ISHARES TR MSCI EMG MKT ETF 464287234 256548 6380 SH SOLE 0 0 6380 ISHARES TR CORE S&P US GWT 464287671 351095 3373 SH SOLE 0 0 3373 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 14661764 277265 SH SOLE 0 0 277265 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 6192868 129585 SH SOLE 0 0 129585 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 14422965 306318 SH SOLE 0 0 306318 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 39493406 786251 SH SOLE 0 0 786251 JPMORGAN CHASE & CO COM 46625H100 243492 1431 SH SOLE 0 0 1431 META PLATFORMS INC CL A 30303M102 519613 1468 SH SOLE 0 0 1468 MICROSOFT CORP COM 594918104 1445771 3845 SH SOLE 0 0 3845 NVIDIA CORPORATION COM 67066G104 238076 481 SH SOLE 0 0 481 PEPSICO INC COM 713448108 216809 1277 SH SOLE 0 0 1277 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6733244 138973 SH SOLE 0 0 138973 SCHWAB STRATEGIC TR US REIT ETF 808524847 1982841 95743 SH SOLE 0 0 95743 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4434688 58878 SH SOLE 0 0 58878 SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY 82889N764 827644 32765 SH SOLE 0 0 32765 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1417983 40045 SH SOLE 0 0 40045 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 50857700 1495375 SH SOLE 0 0 1495375 SPDR SER TR PORTFOLIO S&P400 78464A847 29267869 600736 SH SOLE 0 0 600736 SPDR SER TR PRTFLO S&P500 VL 78464A508 561779 12048 SH SOLE 0 0 12048 SPDR SER TR PORTFOLIO S&P500 78464A854 133041936 2379999 SH SOLE 0 0 2379999 SPDR SER TR PORTFOLIO S&P600 78468R853 26932407 638511 SH SOLE 0 0 638511 SPDR SER TR PORTFOLI S&P1500 78464A805 6497518 111164 SH SOLE 0 0 111164 TESLA INC COM 88160R101 571752 2301 SH SOLE 0 0 2301 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 12388128 140201 SH SOLE 0 0 140201 VANGUARD INDEX FDS LARGE CAP ETF 922908637 555373 2546 SH SOLE 0 0 2546 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16292313 68680 SH SOLE 0 0 68680 VANGUARD INDEX FDS SMALL CP ETF 922908751 3891470 18242 SH SOLE 0 0 18242 VANGUARD INDEX FDS MID CAP ETF 922908629 837748 3601 SH SOLE 0 0 3601 VANGUARD INDEX FDS VALUE ETF 922908744 1459301 9761 SH SOLE 0 0 9761 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3174479 77238 SH SOLE 0 0 77238 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 261421 4657 SH SOLE 0 0 4657 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 380332 6520 SH SOLE 0 0 6520 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 750429 15667 SH SOLE 0 0 15667 VISA INC COM CL A 92826C839 238997 918 SH SOLE 0 0 918 WALMART INC COM 931142103 528123 3350 SH SOLE 0 0 3350