Petersen Hastings Wealth Advisors Inc.
88 holdingsFiling period: 2026-06-30Current AUM: $1.19Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 4.92M | $207.6M | $201.1M | 16.86% | +347.5K | 2026-06-30 |
| 2 | AVLV | AMERICAN CENTY ETF TR | 1.95M | $177.5M | $181.2M | 15.20% | -56,230 | 2026-06-30 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 3.01M | $125.8M | $124.9M | 10.48% | +53.9K | 2026-06-30 |
| 4 | IGIB | ISHARES TR | 2.10M | $111.7M | $107.5M | 9.01% | +132.2K | 2026-06-30 |
| 5 | VOO | VANGUARD INDEX FDS | 120.5K | $82.8M | $83.9M | 7.03% | +1.1K | 2026-06-30 |
| 6 | AVUV | AMERICAN CENTY ETF TR | 597.3K | $74.5M | $74.0M | 6.21% | -13,566 | 2026-06-30 |
| 7 | BSV | VANGUARD BD INDEX FDS | 847.1K | $66.0M | $65.0M | 5.45% | +47.1K | 2026-06-30 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 1.10M | $59.5M | $64.0M | 5.37% | -18,058 | 2026-06-30 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 484.5K | $49.9M | $53.5M | 4.49% | -21,143 | 2026-06-30 |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 1.22M | $49.0M | $47.5M | 3.99% | -65,526 | 2026-06-30 |
| 11 | DIHP | DIMENSIONAL ETF TRUST | 1.28M | $43.7M | $44.0M | 3.69% | +18.6K | 2026-06-30 |
| 12 | VTEB | VANGUARD MUN BD FDS | 555.4K | $28.1M | $26.8M | 2.25% | +26.4K | 2026-06-30 |
| 13 | DFUV | DIMENSIONAL ETF TRUST | 503.2K | $27.7M | $28.5M | 2.39% | -7,182 | 2026-06-30 |
| 14 | IVE | ISHARES TR | 32.9K | $7.5M | $7.7M | 0.64% | -393 | 2026-06-30 |
| 15 | AAPL | APPLE INC | 24.0K | $6.9M | $7.9M | 0.67% | +4.2K | 2026-06-30 |
| 16 | IVV | ISHARES TR | 7.0K | $5.3M | $5.3M | 0.45% | -20 | 2026-06-30 |
| 17 | VTIP | VANGUARD MALVERN FDS | 93.1K | $4.7M | $4.6M | 0.39% | +2.4K | 2026-06-30 |
| 18 | MUB | ISHARES TR | 36.7K | $3.9M | $3.8M | 0.32% | -- | 2026-06-30 |
| 19 | MSFT | MICROSOFT CORP | 9.4K | $3.5M | $4.7M | 0.39% | +2.2K | 2026-06-30 |
| 20 | VXF | VANGUARD INDEX FDS | 12.9K | $3.2M | $3.0M | 0.25% | -307 | 2026-06-30 |
| 21 | SPTM | SPDR SERIES TRUST | 34.8K | $3.2M | $3.2M | 0.27% | +503 | 2026-06-30 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 3.2K | $2.4M | $2.4M | 0.20% | -- | 2026-06-30 |
| 23 | DFSU | DIMENSIONAL ETF TRUST | 49.4K | $2.3M | $2.3M | 0.20% | -15 | 2026-06-30 |
| 24 | EFV | ISHARES TR | 29.8K | $2.3M | $2.4M | 0.20% | -21 | 2026-06-30 |
| 25 | VTI | VANGUARD INDEX FDS | 5.9K | $2.2M | $2.2M | 0.18% | +1.4K | 2026-06-30 |
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