Legal Name: PETERSON WEALTH ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 15, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
SPDR SERIES TRUST (78464A854)
|
1,494,740 |
$51,628k |
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
288,806 |
$20,979k |
|
SPDR SERIES TRUST (78464A847)
|
323,041 |
$11,006k |
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
332,185 |
$10,178k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
194,839 |
$9,818k |
|
ISHARES CORE U.S. REIT ETF (464288521)
|
141,393 |
$7,355k |
|
ISHARES INC (464286533)
|
122,151 |
$7,190k |
|
SPDR SERIES TRUST (78464A805)
|
184,537 |
$6,728k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
19,924 |
$5,873k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q852)
|
84,366 |
$4,270k |
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
157,941 |
$3,972k |
|
JPMORGAN DISCIPLINED HIGH YIELD ETF (46641Q878)
|
55,853 |
$2,855k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
9,008 |
$1,615k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
19,611 |
$1,535k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
7,664 |
$1,281k |
|
S&P WRLD EX US (78463X889)
|
40,111 |
$1,187k |
|
INVESCO EXCHANGETRAD (46137V357)
|
9,947 |
$1,072k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
4,652 |
$904k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
7,472 |
$653k |
|
MICROSOFT CORP (594918104)
|
4,356 |
$584k |
|
Apple Inc (037833100)
|
2,715 |
$537k |
|
FIRST TR NAS100 EQ WEIGHTED (337344105)
|
7,733 |
$515k |
|
Amazon.com Inc (023135106)
|
262 |
$496k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,139 |
$471k |
|
SPDR SERIES TRUST (78464A649)
|
15,926 |
$465k |
|
SPDR Portfolio Emerging Market (78463X509)
|
11,645 |
$417k |
|
ISHARES TR (464287671)
|
5,937 |
$372k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
1,619 |
$366k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,803 |
$357k |
|
FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF (33733E104)
|
5,892 |
$333k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,789 |
$325k |
|
COSTCO WHSL CORP (22160K105)
|
1,222 |
$323k |
|
HOME DEPOT INC (437076102)
|
1,474 |
$307k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
4,649 |
$285k |
|
FIRST TR MORNINGSTAR DIV LEA (336917109)
|
8,982 |
$275k |
|
Boeing Co/The (097023105)
|
744 |
$271k |
|
FIRST TR EXCHANGE TRADED FD (33738R506)
|
8,390 |
$261k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
3,674 |
$245k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
4,755 |
$242k |
|
MASTERCARD INC (57636Q104)
|
849 |
$225k |
|
FIRST TR (336920103)
|
2,597 |
$202k |
|