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 | $201.2M | 16.90% | +347.5K | 2026-06-30 |
| 2 | AVLV | American Centy ETF TR | 1.95M | $177.5M | $183.1M | 15.37% | -56,230 | 2026-06-30 |
| 3 | DUHP | Dimensional ETF Trust | 3.01M | $125.8M | $128.5M | 10.79% | +53.9K | 2026-06-30 |
| 4 | IGIB | iShares TR | 2.10M | $111.7M | $107.7M | 9.04% | +132.2K | 2026-06-30 |
| 5 | VOO | Vanguard Index Fds | 120.5K | $82.8M | $83.7M | 7.03% | +1.1K | 2026-06-30 |
| 6 | AVUV | American Centy ETF TR | 597.3K | $74.5M | $73.7M | 6.19% | -13,566 | 2026-06-30 |
| 7 | BSV | Vanguard BD Index Fds | 847.1K | $66.0M | $65.3M | 5.48% | +47.1K | 2026-06-30 |
| 8 | DFIV | Dimensional ETF Trust | 1.10M | $59.5M | $62.1M | 5.21% | -18,058 | 2026-06-30 |
| 9 | AVDV | American Centy ETF TR | 484.5K | $49.9M | $50.9M | 4.28% | -21,143 | 2026-06-30 |
| 10 | DFAE | Dimensional ETF Trust | 1.22M | $49.0M | $43.9M | 3.69% | -65,526 | 2026-06-30 |
| 11 | DIHP | Dimensional ETF Trust | 1.28M | $43.7M | $43.6M | 3.66% | +18.6K | 2026-06-30 |
| 12 | VTEB | Vanguard Mun BD Fds | 555.4K | $28.1M | $27.1M | 2.28% | +26.4K | 2026-06-30 |
| 13 | DFUV | Dimensional ETF Trust | 503.2K | $27.7M | $28.6M | 2.40% | -7,182 | 2026-06-30 |
| 14 | IVE | iShares TR | 32.9K | $7.5M | $7.9M | 0.66% | -393 | 2026-06-30 |
| 15 | AAPL | Apple Inc | 24.0K | $6.9M | $8.3M | 0.69% | +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 | 0.38% | +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 | $4.9M | 0.41% | +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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