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| Name: |
Peterson Financial Group Inc. |
| City: |
West Des Moines |
| State: |
IA |
| Zip: |
50265 |
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data |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
2 |
- |
$416.56 |
$10,520,000 |
25,005 |
5.94% |
546,000 |
-1,520 |
0 |
Application Software |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
10 |
- |
$73.89 |
$3,898,000 |
53,286 |
2.2% |
406,000 |
-384 |
0.003 |
Closed - End Fund - E... |
|
|
LLY |
Eli Lilly & Co |
17 |
- |
$763.98 |
$2,912,000 |
3,743 |
1.64% |
721,000 |
-16 |
0 |
Drug Manufacturers - ... |
|
|
CVX |
Chevron Corp |
43 |
- |
$163.61 |
$1,933,000 |
12,252 |
1.09% |
64,000 |
-278 |
0.001 |
Integrated Oil & Gas |
|
|
T |
AT&T Corp |
53 |
- |
$17.30 |
$1,427,000 |
81,071 |
0.81% |
-40,000 |
-6,349 |
0.001 |
Long Distance Carriers |
|
|
CMA |
Comerica Inc |
57 |
- |
$54.00 |
$1,040,000 |
18,907 |
0.59% |
-1,566,000 |
-27,794 |
0.014 |
Domestic Regional Banks |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
59 |
- |
$93.26 |
$648,000 |
6,920 |
0.37% |
-177,000 |
-2,265 |
0.008 |
N/A |
|
|
SPTS |
Spdr Barclays Short Term Tr... |
62 |
- |
$29.48 |
$285,000 |
9,867 |
0.16% |
-72,000 |
-2,427 |
0.003 |
N/A |
|
|
LMBS |
First Trust Low Duration Mo... |
63 |
- |
$0.00 |
$246,000 |
5,107 |
0.14% |
-15,000 |
-295 |
0.004 |
N/A |
|
|
ILTB |
iShares Core Long Term US |
65 |
- |
$49.47 |
$207,000 |
4,059 |
0.12% |
-7,000 |
-15 |
0.053 |
Closed - End Fund - Debt |
|
