Petersen Hastings Wealth Advisors Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BNY Mellon Strat. Municipal BondDSM | $178.5K | 0.0% |
| Visa Inc | $204.1K | 0.0% |
| NVIDIA Corp | $240.2K | 0.0% |
| WEC ENERGY GROUP, INC. | $240.7K | 0.0% |
| DIMENSIONAL ETF TRUST | $252.1K | 0.0% |
| Constellation Energy Corp | $263.2K | 0.0% |
| DIMENSIONAL ETF TRUST | $265.1K | 0.0% |
| VANGUARD INDEX FDS | $265.8K | 0.0% |
| JOHNSON & JOHNSON | $269.5K | 0.0% |
| ISHARES TR | $272.3K | 0.0% |
| Tesla Inc | $282.4K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $292.5K | 0.0% |
| REGENERON PHARMACEUTICALS, INC. | $293.3K | 0.0% |
| ConocoPhillips | $311.4K | 0.0% |
| Broadcom Inc. | $314.6K | 0.0% |
| VANGUARD INTL EQUITY INDEX F | $318.7K | 0.0% |
| Alphabet Inc. | $331.3K | 0.0% |
| ISHARES TR | $341.3K | 0.0% |
| ABBOTT LABORATORIES | $349.4K | 0.0% |
| iShares MSCI UAE ETF | $371.5K | 0.0% |
| ISHARES TR | $378.8K | 0.0% |
| SPDR INDEX SHS FDS | $456.2K | 0.0% |
| DIMENSIONAL ETF TRUST | $460.4K | 0.0% |
| SPDR SERIES TRUST | $478.8K | 0.0% |
| VANGUARD TAX-MANAGED FDS | $491.5K | 0.0% |
| ISHARES TR | $505.9K | 0.0% |
| BNY MELLON STRATEGIC MUNICIPALS, INC.LEO | $512.6K | 0.0% |
| ORACLE CORP | $541.9K | 0.1% |
| EXXON MOBIL CORP | $544.8K | 0.1% |
| Trane Technologies plc | $591.6K | 0.1% |
| ISHARES GOLD TR | $678.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $679.4K | 0.1% |
| Alphabet Inc. | $716.3K | 0.1% |
| DIMENSIONAL ETF TRUST | $761.0K | 0.1% |
| Intuitive Surgical Inc | $778.7K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $825.1K | 0.1% |
| Amazon.com Inc | $885.4K | 0.1% |
| ISHARES TR | $933.2K | 0.1% |
| DIMENSIONAL ETF TRUST | $1.02M | 0.1% |
| VANGUARD BD INDEX FDS | $1.03M | 0.1% |
| ISHARES TR | $1.11M | 0.1% |
| DIMENSIONAL ETF TRUST | $1.12M | 0.1% |
| SPDR SERIES TRUST | $1.12M | 0.1% |
| SPDR INDEX SHS FDS | $1.13M | 0.1% |
| Warren E. Buffett | $1.16M | 0.1% |
| DIMENSIONAL ETF TRUST | $1.25M | 0.1% |
| VANGUARD BD INDEX FDS | $1.27M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.45M | 0.1% |
| VANGUARD INDEX FDS | $1.53M | 0.1% |
| VANGUARD INDEX FDS | $1.64M | 0.2% |