0001903905-22-000006.txt : 20221017 0001903905-22-000006.hdr.sgml : 20221017 20221017160934 ACCESSION NUMBER: 0001903905-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221017 DATE AS OF CHANGE: 20221017 EFFECTIVENESS DATE: 20221017 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: 221313847 BUSINESS ADDRESS: STREET 1: 220 SW 9TH, SUITE 230 CITY: DES MOINES STATE: IA ZIP: 50309 BUSINESS PHONE: 515-226-1500 MAIL ADDRESS: STREET 1: 220 SW 9TH, SUITE 230 CITY: DES MOINES STATE: IA ZIP: 50309 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001903905 XXXXXXXX 09-30-2022 09-30-2022 false Peterson Financial Group, Inc.

220 Sw 9th, Suite 230 Des Moines IA 50309

13F HOLDINGS REPORT 028-21545 N Eric A. Peterson 515-226-1500 /s/ Eric A. Peterson West Des Moines IA 10-17-2022 0 87 118981 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 2194 22671 SH SOLE 0 0 22671 ABBVIE INC COM 00287Y109 1615 12032 SH SOLE 0 0 12032 ADOBE SYSTEMS INCORPORATED COM 00724F101 1345 4885 SH SOLE 0 0 4885 ADVANCED MICRO DEVICES INC COM 007903107 863 13607 SH SOLE 0 0 13607 ALPHABET INC CAP STK CL A 02079K305 2896 30276 SH SOLE 0 0 30276 AMAZON COM INC COM 023135106 3905 34561 SH SOLE 0 0 34561 AMERICAN CENTY ETF TR US SML CP VALU 025072877 457 6904 SH SOLE 0 0 6904 APPLE INC COM 037833100 8144 58928 SH SOLE 0 0 58928 AT&T INC COM 00206R102 1386 90362 SH SOLE 0 0 90362 AUTODESK INC COM 052769106 957 5125 SH SOLE 0 0 5125 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2597 9723 SH SOLE 0 0 9723 BK OF AMERICA CORP COM 060505104 2221 73518 SH SOLE 0 0 73518 BRISTOL-MYERS SQUIBB CO COM 110122108 1225 17235 SH SOLE 0 0 17235 CHEVRON CORP NEW COM 166764100 2277 15845 SH SOLE 0 0 15845 CIGNA CORP NEW COM 125523100 1264 4553 SH SOLE 0 0 4553 CISCO SYS INC COM 17275R102 1160 29004 SH SOLE 0 0 29004 COMCAST CORP NEW CL A 20030N101 1110 37836 SH SOLE 0 0 37836 CONSTELLATION BRANDS INC CL A 21036P108 1141 4968 SH SOLE 0 0 4968 COSTCO WHSL CORP NEW COM 22160K105 1388 2938 SH SOLE 0 0 2938 DISNEY WALT CO COM 254687106 1062 11256 SH SOLE 0 0 11256 EMERSON ELEC CO COM 291011104 1984 27087 SH SOLE 0 0 27087 EXXON MOBIL CORP COM 30231G102 1933 22141 SH SOLE 0 0 22141 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 247 5219 SH SOLE 0 0 5219 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 214 4839 SH SOLE 0 0 4839 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 222 3073 SH SOLE 0 0 3073 GOLDMAN SACHS GROUP INC COM 38141G104 1495 5103 SH SOLE 0 0 5103 HOME DEPOT INC COM 437076102 1842 6674 SH SOLE 0 0 6674 HONEYWELL INTL INC COM 438516106 1697 10163 SH SOLE 0 0 10163 INTEL CORP COM 458140100 946 36718 SH SOLE 0 0 36718 INTERNATIONAL BUSINESS MACHS COM 459200101 1025 8630 SH SOLE 0 0 8630 ISHARES INC CORE MSCI EMKT 46434G103 617 14371 SH SOLE 0 0 14371 ISHARES INC MSCI GBL MIN VOL 464286525 220 2483 SH SOLE 0 0 2483 ISHARES TR 0-5 YR TIPS ETF 46429B747 212 2209 SH SOLE 0 0 2209 ISHARES TR CORE S&P500 ETF 464287200 2964 8263 SH SOLE 0 0 8263 ISHARES TR EAFE GRWTH ETF 464288885 564 7778 SH SOLE 0 0 7778 ISHARES TR EAFE VALUE ETF 464288877 616 15990 SH SOLE 0 0 15990 ISHARES TR RUS MD CP GR ETF 464287481 307 3915 SH SOLE 0 0 3915 ISHARES TR RUS MDCP VAL ETF 464287473 783 8145 SH SOLE 0 0 8145 ISHARES TR RUS MID CAP ETF 464287499 1254 20169 SH SOLE 0 0 20169 ISHARES TR RUS TP200 GR ETF 464289438 1695 14184 SH SOLE 0 0 14184 ISHARES TR RUS TP200 VL ETF 464289420 1312 22739 SH SOLE 0 0 22739 ISHARES TR RUSSELL 2000 ETF 464287655 1104 6698 SH SOLE 0 0 6698 ISHARES TR USD INV GRDE ETF 464288620 687 14279 SH SOLE 0 0 14279 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 269 5366 SH SOLE 0 0 5366 JOHNSON & JOHNSON COM 478160104 2311 14147 SH SOLE 0 0 14147 JOHNSON CTLS INTL PLC SHS G51502105 1565 31796 SH SOLE 0 0 31796 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 205 24780 SH SOLE 0 0 24780 LAM RESEARCH CORP COM 512807108 631 1721 SH SOLE 0 0 1721 LOCKHEED MARTIN CORP COM 539830109 1660 4296 SH SOLE 0 0 4296 LOWES COS INC COM 548661107 1213 6461 SH SOLE 0 0 6461 MASTERCARD INCORPORATED CL A 57636Q104 1456 5119 SH SOLE 0 0 5119 META PLATFORMS INC CL A 30303M102 1401 10327 SH SOLE 0 0 10327 MICROSOFT CORP COM 594918104 7553 32429 SH SOLE 0 0 32429 NETFLIX INC COM 64110L106 1132 4810 SH SOLE 0 0 4810 NEXTERA ENERGY INC COM 65339F101 1819 23203 SH SOLE 0 0 23203 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 290 8157 SH SOLE 0 0 8157 NVIDIA CORPORATION COM 67066G104 1696 13969 SH SOLE 0 0 13969 PAYPAL HLDGS INC COM 70450Y103 704 8183 SH SOLE 0 0 8183 PEPSICO INC COM 713448108 1881 11526 SH SOLE 0 0 11526 PFIZER INC COM 717081103 1568 35842 SH SOLE 0 0 35842 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 221 2233 SH SOLE 0 0 2233 PROCTER AND GAMBLE CO COM 742718109 2012 15934 SH SOLE 0 0 15934 PROLOGIS INC. 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