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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Weaver Consulting Group INSTITUTION : Weaver Consulting Group
Weaver Consulting Group Portfolio (reported on 2020-07-24)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES CONSERVATIVE ALLOCATION FUND    (ETF) 13,264,000 364,305 7.71%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 10,036,000 104,630 5.84%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 10,008,000 165,067 5.82%
ISHARES MODERATE ALLOCATION FUND    (ETF) 7,383,000 185,170 4.29%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 5,625,000 47,583 3.27%
ISHARES CORE 1 5 YEAR USD BOND ETF    (ETF) ISTB 5,476,000 106,393 3.18%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 5,311,000 45,322 3.09%
ISHARES GROWTH ALLOCATION FUND    (ETF) 4,064,000 87,596 2.36%
ISHARES 1-3 YEAR TREASURY BOND ETF    (ETF) SHY 3,855,000 44,507 2.24%
ISHARES BARCLAYS GNMA BOND FUND    (ETF) GNMA 3,736,000 72,710 2.17%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 3,520,000 22,489 2.04%
APPLE INC COM    (Stock) AAPL 2,689,000 7,370 1.56%
MICROSOFT CORP COM    (Stock) MSFT 2,594,000 12,747 1.50%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 2,557,000 51,459 1.48%
SPDR GOLD SHARES    (ETF) GLD 2,386,000 14,255 1.38%
EDWARDS LIFESCIENCES CORP COM    (Stock) EW 2,355,000 34,080 1.37%
WP CAREY INC COM    (REIT) WPC 2,220,000 32,810 1.29%
ISHARES CORE S&P 500 ETF    (ETF) IVV 2,171,000 7,009 1.26%
FIDELITY LOW VOLATILITY FACTOR ETF    (ETF) 2,098,000 57,348 1.22%
ISHARES CORE DIVIDEND GROWTH ETF    (ETF) DGRO 1,983,000 52,728 1.15%
INNOVATOR S&P 500 POWER BUFFER ETF OCTOBER    (ETF) 1,867,000 74,136 1.08%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 1,655,000 13,583 0.96%
ISHARES S&P AGGRESSIVE ALLOCATION FUND    (ETF) 1,637,000 29,834 0.95%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 1,442,000 11,008 0.83%
INNOVATOR S&P 500 POWER BUFFER ETF - JULY    (ETF) 1,430,000 53,468 0.83%
AMAZON COM INC COM    (Stock) AMZN 1,388,000 503 0.80%
VANGUARD S&P 500 ETF    (ETF) VOO 1,363,000 4,809 0.79%
VANGUARD HIGH DIVIDEND YIELD ETF    (ETF) VYM 1,275,000 16,182 0.74%
SPDR S&P 500 ETF    (ETF) SPY 1,167,000 3,784 0.67%
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF    (ETF) FLRN 1,127,000 36,962 0.65%
BOEING CO COM    (Stock) BA 1,098,000 5,989 0.63%
ISHARES SHORT MATURITY BOND ETF    (ETF) NEAR 1,090,000 21,787 0.63%
ISHARES TIPS BOND ETF    (ETF) TIP 1,051,000 8,541 0.61%
SCHWAB US DIVIDEND EQUITY ETF    (ETF) SCHD 1,032,000 19,932 0.60%
VANGUARD TOTAL BOND MARKET INDEX FUND    (ETF) BND 1,014,000 11,476 0.59%
PIMCO ACTIVE BOND EXCHANGE TRADED FUND    (ETF) BOND 1,009,000 9,040 0.58%
INNOVATOR S&P 500 ULTRA BUFFER ETF JULY    (ETF) 971,000 38,330 0.56%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 928,000 5,201 0.54%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 919,000 11,324 0.53%
SPDR S&P DIVIDEND ETF    (ETF) SDY 888,000 9,734 0.51%
GLOBAL X NASDAQ 100 COVERED CALL ETF    (ETF) 884,000 42,097 0.51%
ISHARES 3-7 YEAR TREASURY BOND ETF    (ETF) IEI 842,000 6,300 0.49%
INVESCO QQQ TRUST    (ETF) 831,000 3,355 0.48%
JOHNSON & JOHNSON COM    (Stock) JNJ 816,000 5,803 0.47%
INNOVATOR S&P 500 POWER BUFFER ETF JANUARY    (ETF) 813,000 29,025 0.47%
FIDELITY TOTAL BOND ETF    (ETF) FBND 762,000 14,129 0.44%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 732,000 10,540 0.42%
DISNEY WALT CO COM DISNEY    (Stock) DIS 709,000 6,357 0.41%
INNOVATOR S&P 500 POWER BUFFER ETF - APRIL    (ETF) 698,000 26,929 0.40%
INTEL CORP COM    (Stock) INTC 695,000 11,608 0.40%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 684,000 12,400 0.39%
ISHARES TREASURY FLOATING RATE BOND ETF    (ETF) TFLO 670,000 13,329 0.38%
ISHARES CALIFORNIA MUNI BOND ETF    (ETF) CMF 654,000 10,516 0.38%
AT&T INC COM    (Stock) T 632,000 20,915 0.36%
FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF    (ETF) 607,000 29,717 0.35%
INNOVATOR S&P 500 BUFFER ETF AUGUST    (ETF) 585,000 22,377 0.34%
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF    (ETF) SLQD 553,000 10,607 0.32%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 543,000 2,618 0.31%
HOME DEPOT INC COM    (Stock) HD 538,000 2,148 0.31%
ISHARES FLOATING RATE BOND ETF    (ETF) FLOT 530,000 10,478 0.30%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 509,000 5,352 0.29%
INNOVATOR MSCI EMERGING MARKETS POWER BUFFER ETF JULY    (ETF) 502,000 20,249 0.29%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 501,000 2,610 0.29%
ISHARES U.S. UTILITIES ETF    (ETF) IDU 472,000 3,364 0.27%
CHEVRON CORP NEW COM    (Stock) CVX 464,000 5,205 0.27%
ISHARES PREFERRED AND INCOME SECURITIES ETF    (ETF) PFF 434,000 12,514 0.25%
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND    (ETF) FDL 431,000 17,002 0.25%
ISHARES SHORT TREASURY BOND ETF    (ETF) SHV 416,000 3,758 0.24%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 411,000 290 0.23%
ISHARES AAA A RATED CORPORATE BOND ETF    (ETF) QLTA 400,000 6,921 0.23%
ISHARES S&P 100 ETF    (ETF) OEF 386,000 2,712 0.22%
INNOVATOR MSCI EAFE POWER BUFFER ETF JULY    (ETF) 375,000 16,587 0.21%
FACEBOOK INC CL A    (Stock) FB 367,000 1,618 0.21%
ISHARES CORE S&P U.S. GROWTH ETF    (ETF) IWZ 356,000 4,945 0.20%
BRISTOL MYERS SQUIBB CO COM    (Stock) BMY 353,000 6,008 0.20%
PEPSICO INC COM    (Stock) PEP 321,000 2,424 0.18%
LENNAR CORP CL A    (Stock) LEN 318,000 5,160 0.18%
VANGUARD TOTAL WORLD STOCK INDEX FUND    (ETF) 314,000 4,198 0.18%
ALPHABET INC CAP STK CL C    (Stock) GOOG 314,000 222 0.18%
PROCTER AND GAMBLE CO COM    (Stock) PG 310,000 2,594 0.18%
INNOVATOR S&P 500 POWER BUFFER ETF SEPTEMBER    (ETF) 304,000 11,784 0.17%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 298,000 2,584 0.17%
AMGEN INC COM    (Stock) AMGN 297,000 1,260 0.17%
ROSS STORES INC COM    (Stock) ROST 293,000 3,441 0.17%
UNITED PARCEL SERVICE INC CL B    (Stock) UPS 288,000 2,592 0.16%
ISHARES U.S. REAL ESTATE ETF    (ETF) IYR 287,000 3,640 0.16%
ISHARES FALLEN ANGELS USD BOND ETF    (ETF) 283,000 10,813 0.16%
ISHARES U.S. HEALTHCARE ETF    (ETF) IYH 279,000 1,293 0.16%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 276,000 3,416 0.16%
ISHARES S&P MIDCAP FUND    (ETF) IJH 273,000 1,535 0.15%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF    (ETF) DIA 269,000 1,041 0.15%
CISCO SYS INC COM    (Stock) CSCO 269,000 5,771 0.15%
INNOVATOR S&P 500 BUFFER ETF DECEMBER    (ETF) 264,000 10,005 0.15%
CONSUMER STAPLES SELECT SECTOR SPDR FUND    (ETF) XLP 255,000 4,345 0.14%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 251,000 8,949 0.14%
PUBLIC STORAGE COM    (REIT) PSA 251,000 1,309 0.14%
VANGUARD VALUE INDEX FUND    (ETF) VTV 250,000 2,511 0.14%
VANGUARD LARGE CAP INDEX FUND    (ETF) VV 249,000 1,744 0.14%
ISHARES EDGE MSCI INTL MOMENTUM FACTOR ETF    (ETF) 249,000 7,924 0.14%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 243,000 1,127 0.14%
INNOVATOR RUSSELL 2000 POWER BUFFER ETF OCTOBER    (ETF) 238,000 9,960 0.13%
ISHARES 0 5 YEAR HIGH YIELD CORPORATE BOND ETF    (ETF) SHYG 238,000 5,553 0.13%
MERCK & CO. INC COM    (Stock) MRK 237,000 3,059 0.13%
JPMORGAN CHASE & CO COM    (Stock) JPM 235,000 2,500 0.13%
ISHARES GLOBAL 100 ETF    (ETF) IOO 234,000 4,435 0.13%
ISHARES MSCI USA ESG SELECT ETF    (ETF) KLD 234,000 1,750 0.13%
BEYOND MEAT INC COM    (Stock) 233,000 1,740 0.13%
INNOVATOR RUSSELL 2000 POWER BUFFER ETF APRIL    (ETF) 233,000 9,233 0.13%
CAESARS ENTMT CORP COM    (Stock) CZR 230,000 18,980 0.13%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 230,000 1,404 0.13%
ENERGY SELECT SECTOR SPDR FUND    (ETF) XLE 226,000 5,960 0.13%
GENERAL ELECTRIC CO COM    (Stock) GE 222,000 32,535 0.12%
INNOVATOR S&P 500 BUFFER ETF FEBRUARY    (ETF) 220,000 9,194 0.12%
INNOVATOR S&P 500 ULTRA BUFFER ETF - OCTOBER    (ETF) 218,000 8,727 0.12%
TRUESHARES TECHNOLOGY AI & DEEP LEARNING ETF    (ETF) 218,000 6,478 0.12%
EDISON INTL COM    (Stock) EIX 214,000 3,938 0.12%
INNOVATOR S&P 500 POWER BUFFER ETF MAY    (ETF) 213,000 8,000 0.12%
ISHARES LIQUIDITY INCOME ETF    (ETF) ICSH 210,000 4,154 0.12%
EXXON MOBIL CORP COM    (Stock) XOM 210,000 4,694 0.12%
YUM BRANDS INC COM    (Stock) YUM 207,000 2,382 0.12%
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF    (ETF) 204,000 3,913 0.11%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 203,000 2,588 0.11%
WISDOMTREE U.S. HIGH DIVIDEND FUND    (ETF) DHS 203,000 3,252 0.11%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 196,000 3,172 0.11%
SPLUNK INC COM    (Stock) SPLK 194,000 977 0.11%
MASTERCARD INCORPORATED CL A    (Stock) MA 194,000 656 0.11%
MCDONALDS CORP COM    (Stock) MCD 191,000 1,033 0.11%
RETAIL PPTYS AMER INC CL A    (REIT) RPAI 191,000 26,023 0.11%
INNOVATOR MSCI EMERGING MARKETS POWER BUFFER ETF JANUARY    (ETF) 190,000 7,421 0.11%
INVESCO PREFERRED ETF    (ETF) 188,000 13,304 0.10%
WALMART INC COM    (Stock) WMT 186,000 1,552 0.10%
NVIDIA CORPORATION COM    (Stock) NVDA 185,000 488 0.10%
COCA COLA CO COM    (Stock) KO 185,000 4,146 0.10%
SPDR MSCI USA STRATEGICFACTORS ETF    (ETF) 183,000 2,073 0.10%
EVERBRIDGE INC COM    (Stock) 182,000 1,313 0.10%
INNOVATOR NASDAQ-100 POWER BUFFER ETF OCTOBER    (ETF) 181,000 5,436 0.10%
PFIZER INC COM    (Stock) PFE 180,000 5,510 0.10%
BLACKROCK INC COM    (Stock) BLK 175,000 321 0.10%
INNOVATOR S&P 500 BUFFER ETF JANUARY    (ETF) 175,000 6,164 0.10%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 170,000 1,406 0.09%
COSTCO WHSL CORP NEW COM    (Stock) COST 166,000 547 0.09%
FIDELITY QUALITY FACTOR ETF    (ETF) 158,000 4,339 0.09%
CREDIT SUISSE X-LINKS GOLD SHARES COVERED CALL ETN    (ETF) GLDI 157,000 15,853 0.09%
VISA INC COM CL A    (Stock) V 157,000 812 0.09%
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF    (ETF) CFT 157,000 2,601 0.09%
VANGUARD HEALTH CARE INDEX FUND    (ETF) VHT 156,000 810 0.09%
FT CBOE VEST U.S. EQUITY BUFFER ETF FEBRUARY    (ETF) 152,000 5,184 0.08%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 151,000 2,824 0.08%
ORACLE CORP COM    (Stock) ORCL 151,000 2,738 0.08%
ALTRIA GROUP INC COM    (Stock) MO 150,000 3,808 0.08%
ISHARES CORE S&P U.S. VALUE ETF    (ETF) IWW 150,000 2,877 0.08%
HONEYWELL INTL INC COM    (Stock) HON 148,000 1,025 0.08%
BK OF AMERICA CORP COM    (Stock) BAC 145,000 6,110 0.08%
FIRST CHOICE BANCORP COM    (Stock) 139,000 8,500 0.08%
ISHARES MSCI KLD 400 SOCIAL ETF    (ETF) DSI 135,000 1,140 0.07%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF    (ETF) NOBL 131,000 1,941 0.07%
CONOCOPHILLIPS COM    (Stock) COP 131,000 3,118 0.07%
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF    (ETF) 127,000 4,900 0.07%
TESLA INC COM    (Stock) TSLA 127,000 118 0.07%
GLOBAL X RUSSELL 2000 COVERED CALL ETF    (ETF) 126,000 6,461 0.07%
DISCOVER FINL SVCS COM    (Stock) DFS 126,000 2,512 0.07%
CAMBRIA GLOBAL ASSET ALLOCATION ETF    (ETF) GAA 125,000 4,904 0.07%
AMERICAN EXPRESS CO COM    (Stock) AXP 125,000 1,316 0.07%
WISDOMTREE U.S. LARGECAP DIVIDEND FUND    (ETF) DLN 123,000 1,326 0.07%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 121,000 1,120 0.07%
COMCAST CORP NEW CL A    (Stock) CMCSA 119,000 3,052 0.06%
MEDTRONIC PLC SHS    (Stock) MDT 119,000 1,295 0.06%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (ETF) FVD 118,000 3,904 0.06%
ISHARES 0-5 YEAR TIPS BOND ETF    (ETF) STIP 117,000 1,140 0.06%
VANGUARD SHORT TERM CORPORATE BOND INDEX FUND    (ETF) VCSH 116,000 1,401 0.06%
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR    (ADR) BUD 115,000 2,333 0.06%
STANTEC INC COM    (Stock) SXC 115,000 3,710 0.06%
CVS HEALTH CORP COM    (Stock) CVS 114,000 1,747 0.06%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 114,000 1,887 0.06%
WASTE MGMT INC DEL COM    (Stock) WMI 114,000 1,072 0.06%
KROGER CO COM    (Stock) KR 113,000 3,348 0.06%
INVESCO TAXABLE MUNICIPAL BOND ETF    (ETF) 113,000 3,425 0.06%
NETFLIX INC COM    (Stock) NFLX 110,000 242 0.06%
CITIGROUP INC COM NEW    (Stock) C 108,000 2,109 0.06%
ISHARES U.S. AEROSPACE & DEFENSE ETF    (ETF) ITA 108,000 655 0.06%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 108,000 1,076 0.06%
EATON CORP PLC SHS    (Stock) ETN 108,000 1,234 0.06%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 105,000 355 0.06%
LILLY ELI & CO COM    (Stock) LLY 105,000 640 0.06%
TEMPLETON GLOBAL INCOME FD COM    (CEF) GIM 105,000 19,547 0.06%
ISHARES U.S. MEDICAL DEVICES ETF    (ETF) IHI 102,000 385 0.05%
UNITED AIRLS HLDGS INC COM    (Stock) UAL 100,000 2,901 0.05%
ISHARES SHORT MATURITY MUNICIPAL BOND ETF    (ETF) 100,000 2,000 0.05%
GILEAD SCIENCES INC COM    (Stock) GILD 99,000 1,280 0.05%
WELLS FARGO CO NEW COM    (Stock) WFC 98,000 3,834 0.05%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 97,000 481 0.05%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 97,000 887 0.05%
ZOOM VIDEO COMMUNICATIONS INC CL A    (Stock) 96,000 377 0.05%
ISHARES EDGE MSCI USA SIZE FACTOR ETF    (ETF) SIZE 96,000 1,095 0.05%
DANAHER CORPORATION COM    (Stock) DHR 96,000 544 0.05%
INNOVATOR S&P 500 BUFFER ETF JUNE    (ETF) 95,000 3,392 0.05%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 93,000 913 0.05%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 92,000 878 0.05%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 87,000 2,166 0.05%
ISHARES YIELD OPTIMIZED BOND ETF    (ETF) BYLD 86,000 3,340 0.05%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-06-30: 171,820,000 SEC FILING
* Portfolios do not reflect changes after reporting
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