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Petersen Hastings Wealth Advisors Inc.

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
ISHARES TR$505.9K5,2680.0%
VANGUARD TAX-MANAGED FDS$491.5K7,8670.0%
SPDR SERIES TRUST$478.8K5,2630.0%
DIMENSIONAL ETF TRUST$460.4K11,6300.0%
SPDR INDEX SHS FDS$456.2K11,1660.0%
ISHARES TR$378.8K5,7390.0%
iShares MSCI UAE ETF$371.5K3,4820.0%
ABBOTT LABORATORIES$349.4K2,7890.0%
ISHARES TR$341.3K6,3790.0%
Alphabet Inc.$331.3K1,0590.0%
VANGUARD INTL EQUITY INDEX F$318.7K2,2590.0%
Broadcom Inc.$314.6K9090.0%
ConocoPhillips$311.4K3,3270.0%
REGENERON PHARMACEUTICALS, INC.$293.3K3800.0%
VANGUARD SCOTTSDALE FDS$292.5K4,8810.0%
Tesla Inc$282.4K6280.0%
ISHARES TR$272.3K7040.0%
JOHNSON & JOHNSON$269.5K1,3020.0%
VANGUARD INDEX FDS$265.8K9160.0%
DIMENSIONAL ETF TRUST$265.1K7,6930.0%
Constellation Energy Corp$263.2K7450.0%
DIMENSIONAL ETF TRUST$252.1K6,0770.0%
WEC ENERGY GROUP, INC.$240.7K2,2820.0%
NVIDIA Corp$240.2K1,2880.0%
Visa Inc$204.1K5820.0%
BNY Mellon Strat. Municipal BondDSMClosed-End Fund$178.5K28,9300.0%
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