Petersen Hastings Wealth Advisors Inc.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
DIMENSIONAL ETF TRUST	—	$1.81M	25,980	0.2%
COSTCO WHOLESALE CORP /NEW	—	$1.99M	2,303	0.2%
ISHARES TR	—	$2.13M	29,841	0.2%
DIMENSIONAL ETF TRUST	—	$2.16M	49,639	0.2%
SPDR S&P 500 ETF TR	—	$2.17M	3,186	0.2%
MICROSOFT CORP	—	$2.66M	5,496	0.3%
SPDR SERIES TRUST	—	$2.73M	33,140	0.3%
VANGUARD INDEX FDS	—	$2.80M	13,375	0.3%
Apple Inc.	—	$2.85M	10,465	0.3%
ISHARES TR	—	$3.93M	36,698	0.4%
VANGUARD MALVERN FDS	—	$4.48M	90,582	0.4%
ISHARES TR	—	$4.86M	7,095	0.5%
ISHARES TR	—	$7.18M	33,867	0.7%
VANGUARD MUN BD FDS	—	$20.29M	403,510	1.9%
DIMENSIONAL ETF TRUST	—	$24.06M	516,437	2.3%
DIMENSIONAL ETF TRUST	—	$39.27M	1,240,129	3.8%
DIMENSIONAL ETF TRUST	—	$41.42M	1,271,792	4.0%
AMERICAN CENTY ETF TR	—	$47.83M	508,993	4.6%
DIMENSIONAL ETF TRUST	—	$56.08M	1,123,945	5.4%
VANGUARD BD INDEX FDS	—	$59.10M	749,957	5.7%
AMERICAN CENTY ETF TR	—	$60.83M	596,453	5.8%
VANGUARD INDEX FDS	—	$72.07M	114,916	6.9%
ISHARES TR	—	$101.78M	1,889,073	9.8%
DIMENSIONAL ETF TRUST	—	$108.83M	2,861,752	10.5%
AMERICAN CENTY ETF TR	—	$149.49M	1,972,949	14.4%
DIMENSIONAL ETF TRUST	—	$186.75M	4,387,901	17.9%