Petersen Hastings Wealth Advisors Inc.
82 holdingsFiling period: 2026-03-31Current AUM: $1.17Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 4.57M | $193.0M | $189.7M | 16.24% | +183.4K | 2026-03-31 |
| 2 | AVLV | AMERICAN CENTY ETF TR | 2.00M | $161.4M | $184.5M | 15.80% | +29.5K | 2026-03-31 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 2.96M | $108.8M | $121.9M | 10.43% | +98.4K | 2026-03-31 |
| 4 | IGIB | ISHARES TR | 1.97M | $104.8M | $102.9M | 8.81% | +79.4K | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 119.4K | $71.3M | $82.0M | 7.02% | +4.5K | 2026-03-31 |
| 6 | AVUV | AMERICAN CENTY ETF TR | 610.9K | $67.5M | $76.5M | 6.55% | +14.4K | 2026-03-31 |
| 7 | BSV | VANGUARD BD INDEX FDS | 800.1K | $62.7M | $62.1M | 5.31% | +50.1K | 2026-03-31 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 1.12M | $59.1M | $64.1M | 5.49% | -4,164 | 2026-03-31 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 505.7K | $50.5M | $52.9M | 4.53% | -3,308 | 2026-03-31 |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 1.28M | $43.5M | $48.2M | 4.13% | +13.1K | 2026-03-31 |
| 11 | DIHP | DIMENSIONAL ETF TRUST | 1.26M | $40.7M | $43.6M | 3.73% | +22.9K | 2026-03-31 |
| 12 | VTEB | VANGUARD MUN BD FDS | 529.1K | $26.4M | $26.2M | 2.25% | +125.6K | 2026-03-31 |
| 13 | DFUV | DIMENSIONAL ETF TRUST | 510.3K | $24.7M | $28.4M | 2.43% | -6,099 | 2026-03-31 |
| 14 | IVE | ISHARES TR | 33.3K | $7.0M | $7.7M | 0.66% | -544 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 19.7K | $5.0M | $6.1M | 0.52% | +9.3K | 2026-03-31 |
| 16 | IVV | ISHARES TR | 7.1K | $4.6M | $5.3M | 0.45% | -42 | 2026-03-31 |
| 17 | VTIP | VANGUARD MALVERN FDS | 90.8K | $4.5M | $4.5M | 0.39% | +168 | 2026-03-31 |
| 18 | MUB | ISHARES TR | 36.7K | $3.9M | $3.9M | 0.33% | -- | 2026-03-31 |
| 19 | VXF | VANGUARD INDEX FDS | 13.2K | $2.7M | $3.1M | 0.27% | -170 | 2026-03-31 |
| 20 | SPTM | SPDR SERIES TRUST | 34.3K | $2.7M | $3.1M | 0.27% | +1.1K | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 7.3K | $2.7M | $3.4M | 0.29% | +1.8K | 2026-03-31 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 2.3K | $2.3M | $2.2M | 0.19% | +24 | 2026-03-31 |
| 23 | EFV | ISHARES TR | 29.8K | $2.2M | $2.4M | 0.21% | -27 | 2026-03-31 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | 3.2K | $2.1M | $2.4M | 0.21% | +33 | 2026-03-31 |
| 25 | DFSU | DIMENSIONAL ETF TRUST | 49.4K | $2.0M | $2.3M | 0.20% | -238 | 2026-03-31 |
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