Portfolio (Quarterly)
Guide ↗
Peterson Wealth Advisors, LLC
· CIK 0001713558| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | — | 5,651.0 | $255K | 0.03% | NEW | — | $45.12 | +14.5% |
| 2 | MPC | MARATHON PETE CORP | Energy | 897.0 | $219K | 0.03% | NEW | — | $244.18 | +1.6% |
| 3 | KO | COCA COLA CO | Consumer Defensive | 2,698.0 | $205K | 0.03% | NEW | — | $76.06 | +5.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.7%
Energy
20.9%
Consumer Defensive
11.8%
Healthcare
9.9%
Consumer Cyclical
9.2%
Industrials
6.7%
Communication Services
4.5%
Financial Services
4.4%