Petersen Hastings Wealth Advisors Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $186.75M | 17.9% |
| AMERICAN CENTY ETF TR | $149.49M | 14.4% |
| DIMENSIONAL ETF TRUST | $108.83M | 10.5% |
| ISHARES TR | $101.78M | 9.8% |
| VANGUARD INDEX FDS | $72.07M | 6.9% |
| AMERICAN CENTY ETF TR | $60.83M | 5.8% |
| VANGUARD BD INDEX FDS | $59.10M | 5.7% |
| DIMENSIONAL ETF TRUST | $56.08M | 5.4% |
| AMERICAN CENTY ETF TR | $47.83M | 4.6% |
| DIMENSIONAL ETF TRUST | $41.42M | 4.0% |
| DIMENSIONAL ETF TRUST | $39.27M | 3.8% |
| DIMENSIONAL ETF TRUST | $24.06M | 2.3% |
| VANGUARD MUN BD FDS | $20.29M | 1.9% |
| ISHARES TR | $7.18M | 0.7% |
| ISHARES TR | $4.86M | 0.5% |
| VANGUARD MALVERN FDS | $4.48M | 0.4% |
| ISHARES TR | $3.93M | 0.4% |
| Apple Inc. | $2.85M | 0.3% |
| VANGUARD INDEX FDS | $2.80M | 0.3% |
| SPDR SERIES TRUST | $2.73M | 0.3% |
| MICROSOFT CORP | $2.66M | 0.3% |
| SPDR S&P 500 ETF TR | $2.17M | 0.2% |
| DIMENSIONAL ETF TRUST | $2.16M | 0.2% |
| ISHARES TR | $2.13M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $1.99M | 0.2% |
| DIMENSIONAL ETF TRUST | $1.81M | 0.2% |
| VANGUARD INDEX FDS | $1.64M | 0.2% |
| VANGUARD INDEX FDS | $1.53M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.45M | 0.1% |
| VANGUARD BD INDEX FDS | $1.27M | 0.1% |
| DIMENSIONAL ETF TRUST | $1.25M | 0.1% |
| Warren E. Buffett | $1.16M | 0.1% |
| SPDR INDEX SHS FDS | $1.13M | 0.1% |
| SPDR SERIES TRUST | $1.12M | 0.1% |
| DIMENSIONAL ETF TRUST | $1.12M | 0.1% |
| ISHARES TR | $1.11M | 0.1% |
| VANGUARD BD INDEX FDS | $1.03M | 0.1% |
| DIMENSIONAL ETF TRUST | $1.02M | 0.1% |
| ISHARES TR | $933.2K | 0.1% |
| Amazon.com Inc | $885.4K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $825.1K | 0.1% |
| Intuitive Surgical Inc | $778.7K | 0.1% |
| DIMENSIONAL ETF TRUST | $761.0K | 0.1% |
| Alphabet Inc. | $716.3K | 0.1% |
| DIMENSIONAL ETF TRUST | $679.4K | 0.1% |
| ISHARES GOLD TR | $678.9K | 0.1% |
| Trane Technologies plc | $591.6K | 0.1% |
| EXXON MOBIL CORP | $544.8K | 0.1% |
| ORACLE CORP | $541.9K | 0.1% |
| BNY MELLON STRATEGIC MUNICIPALS, INC.LEO | $512.6K | 0.0% |