Managed by Petersen Hastings Wealth Advisors Inc. • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $207.6M | 4.92M | 0.00% | — |
| 2 | ? N/A — | $193M | 4.57M | 0.00% | — |
| 3 | ? N/A — | $186.7M | 4.39M | 0.00% | — |
| 4 | ? N/A — | $177.5M | 1.95M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $161.4M |
| 2.00M |
| 0.00% |
| — |
| 6 | ? N/A — | $149.5M | 1.97M | 0.00% | — |
| 7 | ? N/A — | $125.8M | 3.01M | 0.00% | — |
| 8 | ? N/A — | $111.7M | 2.10M | 0.00% | — |
| 9 | ? N/A — | $108.8M | 2.86M | 0.00% | — |
| 10 | ? N/A — | $108.8M | 2.96M | 0.00% | — |
| 11 | I IAU — | $104.8M | 1.97M | 0.00% | — |
| 12 | I IAU — | $101.8M | 1.89M | 0.00% | — |
| 13 | V VGES — | $82.8M | 120.5K | 0.00% | — |
| 14 | ? N/A — | $74.5M | 597.3K | 0.00% | — |
| 15 | V VOO — | $72.1M | 114.9K | 0.00% | — |
| 16 | V VOO — | $71.3M | 119.4K | 0.00% | — |
| 17 | M MDT — | $67.5M | 610.9K | 0.00% | — |
| 18 | V VGES — | $66M | 847.1K | 0.00% | — |
| 19 | V VGES — | $62.7M | 800.1K | 0.00% | — |
| 20 | M MDT — | $60.8M | 596.5K | 0.00% | — |