0001903905-22-000002.txt : 20220418 0001903905-22-000002.hdr.sgml : 20220418 20220418165402 ACCESSION NUMBER: 0001903905-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Financial Group, Inc. CENTRAL INDEX KEY: 0001903905 IRS NUMBER: 263511975 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21545 FILM NUMBER: 22832651 BUSINESS ADDRESS: STREET 1: 1011 OFFICE PARK ROAD, SUITE 4 CITY: WEST DES MOINES STATE: IA ZIP: 50265 BUSINESS PHONE: 515-226-1500 MAIL ADDRESS: STREET 1: 1011 OFFICE PARK ROAD, SUITE 4 CITY: WEST DES MOINES STATE: IA ZIP: 50265 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001903905 XXXXXXXX 03-31-2022 03-31-2022 false Peterson Financial Group, Inc.

1011 Office Park Road, Suite 4 West Des Moines IA 50265

13F HOLDINGS REPORT 028-21545 N Eric A. Peterson 515-226-1500 /s/ Eric A. Peterson West Des Moines IA 04-18-2022 0 73 134608 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2415 20401 SH SOLE 0 0 20401 ABBVIE INC COM 00287Y109 1785 11015 SH SOLE 0 0 11015 ADOBE SYSTEMS INCORPORATED COM 00724F101 2097 4603 SH SOLE 0 0 4603 ADVANCED MICRO DEVICES INC COM 007903107 1122 10263 SH SOLE 0 0 10263 ALIGN TECHNOLOGY INC COM 016255101 513 1176 SH SOLE 0 0 1176 ALPHABET INC CAP STK CL A 02079K305 3625 1303 SH SOLE 0 0 1303 AMAZON COM INC COM 023135106 4661 1429 SH SOLE 0 0 1429 AMERICAN CENTY ETF TR US SML CP VALU 025072877 543 6790 SH SOLE 0 0 6790 APPLE INC COM 037833100 9610 55037 SH SOLE 0 0 55037 AT&T INC COM 00206R102 1000 42295 SH SOLE 0 0 42295 AUTODESK INC COM 052769106 1061 4947 SH SOLE 0 0 4947 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3161 8956 SH SOLE 0 0 8956 BK OF AMERICA CORP COM 060505104 2717 65919 SH SOLE 0 0 65919 BRISTOL-MYERS SQUIBB CO COM 110122108 1180 16162 SH SOLE 0 0 16162 CHEVRON CORP NEW COM 166764100 1832 11252 SH SOLE 0 0 11252 CIGNA CORP NEW COM 125523100 608 2536 SH SOLE 0 0 2536 CISCO SYS INC COM 17275R102 1462 26229 SH SOLE 0 0 26229 CITIGROUP INC COM NEW 172967424 1115 20881 SH SOLE 0 0 20881 COMCAST CORP NEW CL A 20030N101 1549 33095 SH SOLE 0 0 33095 DISNEY WALT CO COM 254687106 1520 11084 SH SOLE 0 0 11084 EMERSON ELEC CO COM 291011104 2379 24256 SH SOLE 0 0 24256 EXXON MOBIL CORP COM 30231G102 1654 20020 SH SOLE 0 0 20020 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 210 2378 SH SOLE 0 0 2378 GOLDMAN SACHS GROUP INC COM 38141G104 2037 6170 SH SOLE 0 0 6170 HOME DEPOT INC COM 437076102 1805 6030 SH SOLE 0 0 6030 HONEYWELL INTL INC COM 438516106 1843 9476 SH SOLE 0 0 9476 INTEL CORP COM 458140100 1528 30837 SH SOLE 0 0 30837 INTERNATIONAL BUSINESS MACHS COM 459200101 1444 11104 SH SOLE 0 0 11104 ISHARES INC CORE MSCI EMKT 46434G103 899 16183 SH SOLE 0 0 16183 ISHARES TR CORE LT USDB ETF 464289479 520 8121 SH SOLE 0 0 8121 ISHARES TR CORE S&P500 ETF 464287200 3105 6844 SH SOLE 0 0 6844 ISHARES TR EAFE GRWTH ETF 464288885 811 8427 SH SOLE 0 0 8427 ISHARES TR EAFE VALUE ETF 464288877 954 18980 SH SOLE 0 0 18980 ISHARES TR RUS MDCP VAL ETF 464287473 1210 10118 SH SOLE 0 0 10118 ISHARES TR RUS TP200 GR ETF 464289438 2814 17716 SH SOLE 0 0 17716 ISHARES TR RUS TP200 VL ETF 464289420 2129 30568 SH SOLE 0 0 30568 ISHARES TR RUSSELL 2000 ETF 464287655 1098 5353 SH SOLE 0 0 5353 ISHARES TR USD INV GRDE ETF 464288620 1034 18785 SH SOLE 0 0 18785 ISHARES TR RUS MID CAP ETF 464287499 1358 17392 SH SOLE 0 0 17392 JOHNSON & JOHNSON COM 478160104 2327 13127 SH SOLE 0 0 13127 JOHNSON CTLS INTL PLC SHS G51502105 1833 27947 SH SOLE 0 0 27947 LAM RESEARCH CORP COM 512807108 617 1147 SH SOLE 0 0 1147 LOCKHEED MARTIN CORP COM 539830109 1466 3321 SH SOLE 0 0 3321 LOWES COS INC COM 548661107 881 4357 SH SOLE 0 0 4357 MASTERCARD INCORPORATED CL A 57636Q104 1710 4784 SH SOLE 0 0 4784 MCDONALDS CORP COM 580135101 1937 7834 SH SOLE 0 0 7834 MERCK & CO INC COM 58933Y105 1560 19008 SH SOLE 0 0 19008 META PLATFORMS INC CL A 30303M102 2298 10334 SH SOLE 0 0 10334 MICROSOFT CORP COM 594918104 8932 28971 SH SOLE 0 0 28971 NETFLIX INC COM 64110L106 1171 3126 SH SOLE 0 0 3126 NEXTERA ENERGY INC COM 65339F101 1791 21145 SH SOLE 0 0 21145 NVIDIA CORPORATION COM 67066G104 3088 11316 SH SOLE 0 0 11316 PAYPAL HLDGS INC COM 70450Y103 1144 9889 SH SOLE 0 0 9889 PEPSICO INC COM 713448108 1802 10771 SH SOLE 0 0 10771 PFIZER INC COM 717081103 1645 31766 SH SOLE 0 0 31766 PHILIP MORRIS INTL INC COM 718172109 1224 13034 SH SOLE 0 0 13034 PROCTER AND GAMBLE CO COM 742718109 2230 14598 SH SOLE 0 0 14598 PROLOGIS INC. COM 74340W103 2132 13206 SH SOLE 0 0 13206 SPDR SER TR S&P 400 MDCP GRW 78464A821 1070 14415 SH SOLE 0 0 14415 SPDR SER TR PRTFLO S&P500 VL 78464A508 2236 53561 SH SOLE 0 0 53561 SPDR SER TR PRTFLO S&P500 GW 78464A409 2964 44774 SH SOLE 0 0 44774 SPDR SER TR S&P 600 SMCP GRW 78464A201 761 9077 SH SOLE 0 0 9077 TESLA INC COM 88160R101 2860 2654 SH SOLE 0 0 2654 UNION PAC CORP COM 907818108 2056 7525 SH SOLE 0 0 7525 UNITEDHEALTH GROUP INC COM 91324P102 2953 5789 SH SOLE 0 0 5789 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 627 7567 SH SOLE 0 0 7567 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 533 8470 SH SOLE 0 0 8470 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1186 23673 SH SOLE 0 0 23673 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 576 9719 SH SOLE 0 0 9719 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 437 9092 SH SOLE 0 0 9092 VISA INC COM CL A 92826C839 1803 8132 SH SOLE 0 0 8132 WELLS FARGO CO NEW COM 949746101 1511 31193 SH SOLE 0 0 31193 WISDOMTREE TR US MIDCAP DIVID 97717W505 839 18882 SH SOLE 0 0 18882