Petersen Hastings Wealth Advisors Inc.
Annual return
—
SPY
—
Alpha
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Invested
$1.1B
Holdings
81
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$DFCF
DIMENSIONAL ETF TRUST
Q4 2025: New position (4.39M shares)
17.7%
02
$AVLV
AMERICAN CENTY ETF TR
Q4 2025: New position (1.97M shares)
14.8%
03
$DUHP
DIMENSIONAL ETF TRUST
Q4 2025: New position (2.86M shares)
10.0%
04
$IGIB
ISHARES TR
Q4 2025: New position (1.89M shares)
9.6%
05
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (114.9k shares)
6.5%
06
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: New position (596.5k shares)
6.2%
07
$BSV
VANGUARD BD INDEX FDS
Q4 2025: New position (750.0k shares)
5.7%
08
$DFIV
DIMENSIONAL ETF TRUST
Q4 2025: New position (1.12M shares)
5.4%
09
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: New position (509.0k shares)
4.6%
10
$DFAE
DIMENSIONAL ETF TRUST
Q4 2025: New position (1.27M shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 05:51 UTC.