Statistik Asas
Nilai Portfolio $ 605,800,568
Kedudukan Semasa 97
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

Peterson Wealth Advisors, LLC telah mendedahkan 97 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 605,800,568 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas Peterson Wealth Advisors, LLC ialah SPDR Series Trust - SPDR Portfolio S&P 500 ETF (US:SPLG) , SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF (US:SPDW) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) , SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF (US:SPMD) , and J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF (US:HELO) . Kedudukan baharu Peterson Wealth Advisors, LLC termasuk Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) , Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF (US:CGCB) , .

Peterson Wealth Advisors, LLC - Nilai Portfolio
Tambah Dana Ini
ke Papan Pemuka anda
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
2.26 164.60 27.1714 1.3604
1.60 64.60 10.6638 0.7334
0.03 15.76 2.6023 0.2184
0.70 37.89 6.2542 0.1658
0.18 5.22 0.8609 0.1501
0.14 10.83 1.7885 0.1321
0.01 1.52 0.2506 0.1240
0.03 1.43 0.2355 0.1228
0.05 16.48 2.7203 0.1077
0.03 1.36 0.2244 0.0927
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)		 Nilai
(MM$)		 Portfolio % ΔPortfolio %
0.93 47.27 7.8034 -1.2740
0.25 24.78 4.0897 -0.6768
0.37 17.19 2.8369 -0.4468
0.59 36.91 6.0936 -0.2919
0.38 9.32 1.5390 -0.2767
0.10 4.56 0.7534 -0.1818
0.16 8.01 1.3229 -0.1525
0.15 4.43 0.7318 -0.1017
0.05 2.44 0.4034 -0.0962
0.10 9.19 1.5169 -0.0903
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-07 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 2.26 0.57 164.60 23.22 27.1714 1.3604
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 1.60 1.94 64.60 25.69 10.6638 0.7334
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.93 0.10 47.27 0.62 7.8034 -1.2740
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.70 1.51 37.89 20.24 6.2542 0.1658
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 0.59 1.95 36.91 11.69 6.0936 -0.2919
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF 0.70 2.02 29.64 19.30 4.8931 0.0925
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF 0.25 0.15 24.78 0.43 4.0897 -0.6768
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 0.37 0.26 17.19 1.12 2.8369 -0.4468
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.05 -0.69 16.48 21.87 2.7203 0.1077
IVV / iShares Trust - iShares Core S&P 500 ETF 0.03 4.21 15.76 27.77 2.6023 0.2184
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.14 3.13 10.83 26.39 1.7885 0.1321
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 0.18 15.29 9.44 15.90 1.5581 -0.0153
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.38 -0.99 9.32 -0.79 1.5390 -0.2767
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.10 1.70 9.19 10.47 1.5169 -0.0903
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF 0.16 2.00 8.01 4.95 1.3229 -0.1525
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.24 2.74 6.63 22.90 1.0944 0.0521
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.03 3.17 6.59 22.88 1.0871 0.0515
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.10 0.95 5.80 25.41 0.9573 0.0639
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.05 -14.53 5.46 11.97 0.9006 -0.0409
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0.18 13.72 5.22 41.79 0.8609 0.1501
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.10 2.24 5.12 25.07 0.8449 0.0542
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.10 -6.64 4.56 -5.72 0.7534 -0.1818
HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF 0.15 -5.45 4.43 2.76 0.7318 -0.1017
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.06 -5.33 4.31 15.48 0.7120 -0.0096
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.07 -2.73 2.89 18.19 0.4775 0.0045
AAPL / Apple Inc. 0.01 0.31 2.55 13.44 0.4208 -0.0135
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF 0.05 -5.82 2.44 -5.49 0.4034 -0.0962
XOM / Exxon Mobil Corporation 0.02 0.04 2.42 4.80 0.4002 -0.0469
MSFT / Microsoft Corporation 0.00 0.02 2.18 39.09 0.3601 0.0570
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.02 -19.59 2.09 -5.85 0.3453 -0.0839
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.03 2.37 1.78 21.37 0.2936 0.0105
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 3.02 1.61 26.26 0.2652 0.0193
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.08 2.78 1.60 11.97 0.2641 -0.0121
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF 0.01 129.32 1.52 131.76 0.2506 0.1240
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF 0.02 -3.63 1.50 10.98 0.2470 -0.0135
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.03 143.22 1.43 144.60 0.2355 0.1228
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 0.03 95.43 1.36 99.56 0.2244 0.0927
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 0.05 -0.13 1.26 2.27 0.2087 -0.0302
USRT / iShares Trust - iShares Core U.S. REIT ETF 0.02 -0.11 1.16 9.64 0.1916 -0.0128
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.04 3.40 1.11 24.61 0.1832 0.0112
FHEQ / Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 0.04 -10.81 1.03 0.98 0.1701 -0.0270
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.02 -8.99 0.94 -8.91 0.1553 -0.0441
WMT / Walmart Inc. 0.01 -0.01 0.93 16.63 0.1541 -0.0005
EFA / iShares Trust - iShares MSCI EAFE ETF 0.01 0.03 0.87 22.24 0.1443 0.0060
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -0.23 0.86 20.08 0.1422 0.0037
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund 0.00 -21.56 0.82 8.89 0.1356 -0.0101
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.01 0.00 0.80 23.69 0.1328 0.0071
ABBV / AbbVie Inc. 0.00 0.02 0.79 -0.51 0.1302 -0.0229
TSLA / Tesla, Inc. 0.00 20.11 0.76 63.52 0.1259 0.0358
META / Meta Platforms, Inc. 0.00 0.00 0.75 43.19 0.1232 0.0224
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF 0.03 -1.82 0.70 2.03 0.1163 -0.0171
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.01 -8.58 0.69 10.61 0.1136 -0.0066
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.02 -0.58 0.67 28.63 0.1113 0.0099
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.00 0.66 23.18 0.1088 0.0054
LLY / Eli Lilly and Company 0.00 4.35 0.65 12.20 0.1079 -0.0045
FIGB / Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 0.01 0.44 0.61 0.83 0.1000 -0.0160
COST / Costco Wholesale Corporation 0.00 4.55 0.59 14.09 0.0976 -0.0025
JPM / JPMorgan Chase & Co. 0.00 0.15 0.59 35.48 0.0972 0.0132
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.00 -1.21 0.55 59.83 0.0914 0.0245
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 0.40 0.55 17.09 0.0906 0.0000
CGIB / Capital Group Fixed Income ETF Trust - Capital Group International Bond ETF (USD-Hedged) 0.02 -1.48 0.51 -2.85 0.0846 -0.0174
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.00 -4.89 0.51 24.27 0.0845 0.0048
BRK.B / Berkshire Hathaway Inc. 0.00 -3.27 0.49 -4.13 0.0807 -0.0179
HD / The Home Depot, Inc. 0.00 0.23 0.48 7.56 0.0800 -0.0070
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 -3.55 0.46 19.48 0.0760 0.0015
BAER / Bridger Aerospace Group Holdings, Inc. 0.23 0.00 0.45 65.44 0.0743 0.0216
AMZN / Amazon.com, Inc. 0.00 0.00 0.44 25.43 0.0725 0.0047
BBRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF 0.00 -2.44 0.44 6.85 0.0722 -0.0069
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF 0.02 -2.61 0.42 -1.17 0.0700 -0.0128
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 0.29 0.41 14.48 0.0680 -0.0015
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 14.75 0.40 41.94 0.0655 0.0115
ETN / Eaton Corporation plc 0.00 0.00 0.37 41.38 0.0610 0.0105
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.01 21.96 0.36 50.00 0.0595 0.0130
CAT / Caterpillar Inc. 0.00 11.71 0.33 55.19 0.0544 0.0133
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.00 0.71 0.33 23.95 0.0539 0.0030
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund 0.00 -0.89 0.32 23.74 0.0527 0.0029
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 0.97 0.32 24.90 0.0522 0.0032
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.00 -0.62 0.30 23.58 0.0503 0.0027
AVGO / Broadcom Inc. 0.00 0.30 0.0497 0.0497
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 3.72 0.30 27.16 0.0487 0.0037
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF 0.01 -26.48 0.29 -26.20 0.0484 -0.0283
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 0.01 -27.10 0.29 -26.88 0.0480 -0.0289
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -0.69 0.29 28.13 0.0474 0.0041
CGSM / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF 0.01 -9.67 0.29 -8.89 0.0474 -0.0136
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0.00 -0.36 0.27 18.67 0.0441 0.0005
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund 0.01 0.17 0.26 10.50 0.0435 -0.0025
HBAN / Huntington Bancshares Incorporated 0.02 -0.77 0.25 30.93 0.0420 0.0044
QCOM / QUALCOMM Incorporated 0.00 0.25 0.0416 0.0416
SPY / SPDR S&P 500 ETF 0.00 0.25 0.0408 0.0408
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 0.00 0.24 0.0388 0.0388
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 0.23 0.0387 0.0387
V / Visa Inc. 0.00 0.22 0.0368 0.0368
JMHI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 0.00 3.05 0.21 2.97 0.0345 -0.0046
FTBD / Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 0.00 0.99 0.21 2.49 0.0342 -0.0048
INTC / Intel Corporation 0.01 0.21 0.0339 0.0339
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF 0.01 0.20 0.0331 0.0331
GNSS / Genasys Inc. 0.07 0.00 0.12 -8.89 0.0203 -0.0058