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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001903905

Peterson Financial Group, Inc.

Des Moines, IA · File #028-21545

Latest AUM
$26.0M
Positions
430
Top-10 Concentration
48.1%
Filings
17

Sector Allocation

Technology
7.9%$2.0M
Financials
5.2%$1.4M
Healthcare
3.2%$838,538
Industrials
3.2%$839,121
Consumer Staples
2.3%$585,729
Energy
1.0%$264,866
Real Estate
0.9%$235,664
Materials
0.9%$231,106
Utilities
0.6%$157,059

Filing History

View all filings →

Top 20 Holdings — Sep 2024

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428943810,765$2.4M12.26%
2ISHARES TR46428942017,565$1.4M7.39%
3ISHARES TR4642888857,479$805,1324.17%
4ISHARES TR46428887713,621$783,6284.06%
5VANGUARD SCOTTSDALE FDS92206C77114,057$663,6533.44%
6ISHARES TR4642874735,017$663,5553.44%
7APPLE INCAAPL2,834$660,2483.42%
8ISHARES INC46434G10311,332$650,5683.37%
9MICROSOFT CORPMSFT1,501$645,9013.34%
10ISHARES TR46428862011,829$621,9613.22%
11JANUS DETROIT STR TR47103U8459,041$460,0092.38%
12FIDELITY MERRIMACK STR TR3161883099,569$447,2592.32%
13VANGUARD SCOTTSDALE FDS92206C7066,846$413,6562.14%
14ISHARES TR4642874813,504$411,0032.13%
15NORTHERN LTS FD TR IVNTRSO6,743$362,5851.88%
16VANGUARD SCOTTSDALE FDS92206C1026,143$362,5571.88%
17VANECK ETF TRUST92189F6433,714$360,0861.86%
18ISHARES TR4642876633,689$352,2401.82%
19INVESCO QQQ TRIVZ673$328,3501.70%
20DEERE & CODE776$323,7011.68%