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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 2020-04-28)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES CONSERVATIVE ALLOCATION FUND    (ETF) 12,292,000 363,896 8.02%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 8,885,000 164,510 5.79%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 8,274,000 102,103 5.40%
ISHARES MODERATE ALLOCATION FUND    (ETF) 6,764,000 184,114 4.41%
ISHARES CORE 1-5 YEAR USD BOND ETF    (ETF) ISTB 5,691,000 112,698 3.71%
ISHARES CORE U.S. AGGREGATE BOND ETF    (ETF) AGG 5,616,000 48,681 3.66%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 4,717,000 45,622 3.07%
ISHARES BARCLAYS GNMA BOND FUND    (ETF) GNMA 4,568,000 88,539 2.98%
ISHARES 1-3 YEAR TREASURY BOND ETF    (ETF) SHY 4,548,000 52,480 2.96%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 3,746,000 29,058 2.44%
ISHARES GROWTH ALLOCATION FUND    (ETF) 3,689,000 89,150 2.40%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 2,853,000 60,801 1.86%
INNOVATOR S&P 500 POWER BUFFER ETF - JULY    (ETF) 2,248,000 93,933 1.46%
EDWARDS LIFESCIENCES CORP COM    (Stock) EW 2,184,000 11,581 1.42%
ISHARES CORE DIVIDEND GROWTH ETF    (ETF) DGRO 2,076,000 63,696 1.35%
SPDR GOLD SHARES    (ETF) GLD 2,056,000 13,889 1.34%
MICROSOFT CORP COM    (Stock) MSFT 1,976,000 12,532 1.28%
WP CAREY INC COM    (REIT) WPC 1,914,000 32,950 1.24%
ISHARES CORE S&P 500 ETF    (ETF) IVV 1,789,000 6,923 1.16%
APPLE INC COM    (Stock) AAPL 1,787,000 7,027 1.16%
ISHARES 7-10 YEAR TREASURY BOND ETF    (ETF) IEF 1,675,000 13,786 1.09%
INNOVATOR S&P 500 POWER BUFFER ETF - OCTOBER    (ETF) 1,674,000 74,136 1.09%
FIDELITY LOW VOLATILITY FACTOR ETF    (ETF) 1,571,000 50,322 1.02%
ISHARES S&P AGGRESSIVE ALLOCATION FUND    (ETF) 1,436,000 30,265 0.93%
VANGUARD S&P 500 ETF    (ETF) VOO 1,182,000 4,993 0.77%
VANGUARD HIGH DIVIDEND YIELD ETF    (ETF) VYM 1,163,000 16,444 0.75%
ISHARES SHORT MATURITY BOND ETF    (ETF) NEAR 1,111,000 22,911 0.72%
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF    (ETF) FLRN 1,077,000 36,635 0.70%
ISHARES TIPS BOND ETF    (ETF) TIP 1,063,000 9,017 0.69%
ISHARES TREASURY FLOATING RATE BOND ETF    (ETF) TFLO 1,059,000 21,035 0.69%
AMAZON COM INC COM    (Stock) AMZN 985,000 505 0.64%
VANGUARD TOTAL BOND MARKET INDEX FUND    (ETF) BND 979,000 11,474 0.63%
SPDR S&P 500 ETF    (ETF) SPY 969,000 3,761 0.63%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND    (ETF) BOND 960,000 9,040 0.62%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 951,000 16,627 0.62%
SPDR S&P DIVIDEND ETF    (ETF) SDY 920,000 11,524 0.60%
SCHWAB US DIVIDEND EQUITY ETF    (ETF) SCHD 897,000 19,932 0.58%
INNOVATOR S&P 500 ULTRA BUFFER ETF - JULY    (ETF) 882,000 38,330 0.57%
ISHARES 3-7 YEAR TREASURY BOND ETF    (ETF) IEI 880,000 6,603 0.57%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 841,000 4,601 0.54%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 835,000 11,663 0.54%
BOEING CO COM    (Stock) BA 746,000 4,999 0.48%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 739,000 6,937 0.48%
FIDELITY TOTAL BOND ETF    (ETF) FBND 731,000 14,129 0.47%
INNOVATOR S&P 500 POWER BUFFER ETF - JANUARY    (ETF) 727,000 29,025 0.47%
JOHNSON & JOHNSON COM    (Stock) JNJ 705,000 5,373 0.46%
INNOVATOR S&P 500 POWER BUFFER ETF - APRIL    (ETF) 687,000 28,429 0.44%
INVESCO QQQ TRUST    (ETF) 666,000 3,500 0.43%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 629,000 11,702 0.41%
INTEL CORP COM    (Stock) INTC 605,000 11,170 0.39%
DISNEY WALT CO COM DISNEY    (Stock) DIS 588,000 6,089 0.38%
ISHARES CALIFORNIA MUNI BOND ETF    (ETF) CMF 571,000 9,434 0.37%
FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF    (ETF) 564,000 31,403 0.36%
AT&T INC COM    (Stock) T 555,000 19,044 0.36%
ISHARES SHORT TREASURY BOND ETF    (ETF) SHV 515,000 4,641 0.33%
ISHARES U.S. UTILITIES ETF    (ETF) IDU 507,000 3,672 0.33%
INNOVATOR S&P 500 BUFFER ETF - AUGUST    (ETF) 505,000 22,177 0.32%
ISHARES FLOATING RATE BOND ETF    (ETF) FLOT 501,000 10,285 0.32%
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND    (ETF) FDL 468,000 20,945 0.30%
PROSHARES SHORT HIGH YIELD    (ETF) SJB 401,000 17,500 0.26%
ISHARES PREFERRED AND INCOME SECURITIES ETF    (ETF) PFF 399,000 12,514 0.26%
INNOVATOR MSCI EMERGING MARKETS POWER BUFFER ETF - JULY    (ETF) 391,000 17,191 0.25%
HOME DEPOT INC COM    (Stock) HD 388,000 2,077 0.25%
ISHARES AAA - A RATED CORPORATE BOND ETF    (ETF) QLTA 379,000 6,869 0.24%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (ETF) VCIT 357,000 4,097 0.23%
CHEVRON CORP NEW COM    (Stock) CVX 346,000 4,768 0.22%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 344,000 2,282 0.22%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 341,000 2,064 0.22%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 335,000 6,008 0.21%
ISHARES S&P 100 ETF    (ETF) OEF 334,000 2,812 0.21%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 333,000 3,357 0.21%
FACEBOOK INC CL A    (Stock) FB 304,000 1,821 0.19%
INNOVATOR MSCI EAFE POWER BUFFER ETF - JULY    (ETF) 299,000 14,287 0.19%
ROSS STORES INC COM    (Stock) ROST 297,000 3,420 0.19%
VANGUARD TOTAL WORLD STOCK INDEX FUND    (ETF) 286,000 4,555 0.18%
GENERAL ELECTRIC CO COM    (Stock) GE 268,000 33,761 0.17%
PEPSICO INC COM    (Stock) PEP 266,000 2,214 0.17%
ISHARES U.S. REAL ESTATE ETF    (ETF) IYR 259,000 3,721 0.16%
PROCTER & GAMBLE CO COM    (Stock) PG 257,000 2,339 0.16%
AMGEN INC COM    (Stock) AMGN 255,000 1,260 0.16%
ALPHABET INC CAP STK CL C    (Stock) GOOG 255,000 219 0.16%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 249,000 2,644 0.16%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 247,000 2,184 0.16%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 244,000 3,316 0.15%
ISHARES U.S. TREASURY BOND ETF    (ETF) GOVT 244,000 8,697 0.15%
CONSUMER STAPLES SELECT SECTOR SPDR FUND    (ETF) XLP 241,000 4,417 0.15%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 233,000 1,200 0.15%
MERCK & CO. INC COM    (Stock) MRK 233,000 3,031 0.15%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 232,000 1,404 0.15%
INNOVATOR S&P 500 BUFFER ETF - DECEMBER    (ETF) 231,000 10,005 0.15%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF    (ETF) DIA 228,000 1,041 0.14%
INNOVATOR NASDAQ-100 POWER BUFFER ETF- OCTOBER    (ETF) 226,000 7,361 0.14%
ISHARES CORE S&P U.S. GROWTH ETF    (ETF) IWZ 225,000 3,945 0.14%
VANGUARD VALUE INDEX FUND    (ETF) VTV 224,000 2,511 0.14%
ISHARES S&P MIDCAP FUND    (ETF) IJH 221,000 1,535 0.14%
ISHARES U.S. HEALTHCARE ETF    (ETF) IYH 221,000 1,174 0.14%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 216,000 186 0.14%
CISCO SYS INC COM    (Stock) CSCO 216,000 5,496 0.14%
ISHARES CORE S&P U.S. VALUE ETF    (ETF) IWW 215,000 4,661 0.14%
EDISON INTL COM    (Stock) EIX 214,000 3,898 0.13%
ISHARES EDGE MSCI INTL MOMENTUM FACTOR ETF    (ETF) 210,000 7,924 0.13%
ISHARES LIQUIDITY INCOME ETF    (ETF) ICSH 208,000 4,154 0.13%
VANGUARD LARGE-CAP INDEX FUND    (ETF) VV 207,000 1,744 0.13%
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF    (ETF) 204,000 4,659 0.13%
INNOVATOR S&P 500 ULTRA BUFFER ETF - OCTOBER    (ETF) 201,000 8,727 0.13%
LENNAR CORP CL A    (Stock) LEN 201,000 5,260 0.13%
EXXON MOBIL CORP COM    (Stock) XOM 196,000 5,164 0.12%
ISHARES GLOBAL 100 ETF    (ETF) IOO 193,000 4,330 0.12%
ISHARES MSCI USA ESG SELECT ETF    (ETF) KLD 192,000 1,750 0.12%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 192,000 2,751 0.12%
WISDOMTREE U.S. HIGH DIVIDEND FUND    (ETF) DHS 188,000 3,323 0.12%
INNOVATOR S&P 500 BUFFER ETF - FEBRUARY    (ETF) 183,000 8,737 0.11%
CAMBRIA GLOBAL ASSET ALLOCATION ETF    (ETF) GAA 182,000 8,066 0.11%
JPMORGAN CHASE & CO COM    (Stock) JPM 177,000 1,961 0.11%
INVESCO PREFERRED ETF    (ETF) 175,000 13,304 0.11%
ENERGY SELECT SECTOR SPDR FUND    (ETF) XLE 171,000 5,866 0.11%
INNOVATOR MSCI EMERGING MARKETS POWER BUFFER ETF - JANUARY    (ETF) 170,000 7,421 0.11%
PFIZER INC COM    (Stock) PFE 170,000 5,209 0.11%
SPLUNK INC COM    (Stock) SPLK 170,000 1,349 0.11%
SPDR MSCI USA STRATEGICFACTORS ETF    (ETF) 169,000 2,206 0.11%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (ETF) FVD 168,000 6,060 0.10%
YUM BRANDS INC COM    (Stock) YUM 163,000 2,382 0.10%
COCA COLA CO COM    (Stock) KO 154,000 3,490 0.10%
INNOVATOR S&P 500 BUFFER ETF - JANUARY    (ETF) 152,000 6,164 0.09%
MASTERCARD INC CL A    (Stock) MA 151,000 626 0.09%
NVIDIA CORP COM    (Stock) NVDA 145,000 549 0.09%
COSTCO WHSL CORP NEW COM    (Stock) COST 145,000 507 0.09%
WISDOMTREE U.S. LARGECAP DIVIDEND FUND    (ETF) DLN 142,000 1,754 0.09%
BLACKROCK INC COM    (Stock) BLK 141,000 321 0.09%
EVERBRIDGE INC COM    (Stock) 140,000 1,313 0.09%
RETAIL PPTYS AMER INC CL A    (REIT) RPAI 135,000 26,023 0.08%
VANGUARD HEALTH CARE INDEX FUND    (ETF) VHT 135,000 810 0.08%
HONEYWELL INTL INC COM    (Stock) HON 134,000 1,003 0.08%
FIDELITY QUALITY FACTOR ETF    (ETF) 133,000 4,339 0.08%
MCDONALDS CORP COM    (Stock) MCD 133,000 804 0.08%
ORACLE CORP COM    (Stock) ORCL 130,000 2,692 0.08%
ALTRIA GROUP INC COM    (Stock) MO 129,000 3,330 0.08%
CAESARS ENTMT CORP COM    (Stock) CZR 128,000 18,980 0.08%
FIRST CHOICE BANCORP COM    (Stock) 128,000 8,500 0.08%
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF    (ETF) CFT 125,000 2,227 0.08%
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF    (ETF) 125,000 4,900 0.08%
BK OF AMERICA CORP COM    (Stock) BAC 125,000 5,897 0.08%
PUBLIC STORAGE COM    (REIT) PSA 124,000 623 0.08%
WISDOMTREE U.S. MIDCAP DIVIDEND FUND    (ETF) DON 123,000 5,093 0.08%
ISHARES RUSSELL MID-CAP ETF    (ETF) IWR 122,000 2,824 0.07%
FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARY    (ETF) 121,000 4,684 0.07%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND    (ETF) VCSH 121,000 1,526 0.07%
VISA INC COM CL A    (Stock) V 119,000 738 0.07%
TEMPLETON GLOBAL INCOME FD COM    (CEF) GIM 116,000 21,737 0.07%
ISHARES 0-5 YEAR TIPS BOND ETF    (ETF) STIP 114,000 1,140 0.07%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF    (ETF) NOBL 112,000 1,941 0.07%
ISHARES MSCI EAFE ETF    (ETF) EFA 112,000 2,096 0.07%
INTERNATIONAL BUSINESS MACHS COM    (Stock) IBM 111,000 996 0.07%
ISHARES MSCI KLD 400 SOCIAL ETF    (ETF) DSI 111,000 1,140 0.07%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 108,000 1,120 0.07%
INVESCO TAXABLE MUNICIPAL BOND ETF    (ETF) 106,000 3,425 0.06%
ISHARES SHORT MATURITY MUNICIPAL BOND ETF    (ETF) 105,000 2,100 0.06%
COMCAST CORP NEW CL A    (Stock) CMCSA 103,000 2,995 0.06%
KROGER CO COM    (Stock) KR 101,000 3,348 0.06%
BEYOND MEAT INC COM    (Stock) 101,000 1,511 0.06%
MEDTRONIC PLC SHS    (Stock) MDT 97,000 1,080 0.06%
WALMART INC COM    (Stock) WMT 95,000 833 0.06%
STANTEC INC COM    (Stock) SXC 95,000 3,710 0.06%
CVS HEALTH CORP COM    (Stock) CVS 95,000 1,608 0.06%
NETFLIX INC COM    (Stock) NFLX 95,000 253 0.06%
CONOCOPHILLIPS COM    (Stock) COP 94,000 3,054 0.06%
ISHARES U.S. AEROSPACE & DEFENSE ETF    (ETF) ITA 94,000 655 0.06%
ISHARES U.S. MEDICAL DEVICES ETF    (ETF) IHI 93,000 411 0.06%
GILEAD SCIENCES INC COM    (Stock) GILD 92,000 1,225 0.06%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 91,000 1,026 0.05%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 90,000 1,887 0.05%
CITIGROUP INC COM NEW    (Stock) C 89,000 2,109 0.05%
WELLS FARGO CO NEW COM    (Stock) WFC 89,000 3,086 0.05%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 89,000 355 0.05%
BIOGEN INC COM    (Stock) BIIB 89,000 282 0.05%
LILLY ELI & CO COM    (Stock) LLY 88,000 631 0.05%
BLACKROCK U.S. EQUITY FACTOR ROTATION ETF    (ETF) 87,000 3,877 0.05%
SHARES EDGE MSCI USA VALUE FACTOR ETF    (ETF) VLUE 86,000 1,360 0.05%
BP PLC SPONSORED ADR    (ADR) BP 84,000 3,427 0.05%
ISHARES YIELD OPTIMIZED BOND ETF    (ETF) BYLD 82,000 3,340 0.05%
SEMPRA ENERGY COM    (Stock) SRE 81,000 717 0.05%
RINGCENTRAL INC CL A    (Stock) RNG 81,000 384 0.05%
INVESCO S&P 500 EQUAL WEIGHT ETF    (ETF) 77,000 913 0.05%
INNOVATOR S&P 500 BUFFER ETF - JUNE    (ETF) 77,000 3,092 0.05%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 75,000 481 0.04%
CINCINNATI FINL CORP COM    (Stock) CINF 73,000 970 0.04%
XENIA HOTELS & RESORTS INC COM    (REIT) XHR 73,000 7,108 0.04%
ISHARES MORNINGSTAR LARGE-CAP ETF    (ETF) JKD 72,000 490 0.04%
SPDR PORTFOLIO AGGREGATE BOND ETF    (ETF) LAG 72,000 2,383 0.04%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 71,000 878 0.04%
INVESCO S&P 500 QUALITY ETF    (ETF) 69,000 2,308 0.04%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 69,000 717 0.04%
ISHARES EDGE INVESTMENT GRADE ENHANCED BOND ETF    (ETF) 68,000 1,389 0.04%
HEALTHPEAK PROPERTIES INC COM    (REIT) 68,000 2,865 0.04%
AMERICAN EXPRESS CO COM    (Stock) AXP 67,000 786 0.04%
ISHARES EVOLVED U.S. CONSUMER STAPLES ETF    (ETF) 67,000 2,802 0.04%
ISHARES EDGE MSCI MIN VOL EUROPE ETF    (ETF) EUMV 66,000 3,000 0.04%
WASTE MGMT INC DEL COM    (Stock) WMI 65,000 702 0.04%
ISHARES INTERMEDIATE CREDIT BOND ETF    (ETF) CIU 65,000 1,184 0.04%
BAIDU INC SPON ADR REP A    (ADR) BIDU 64,000 639 0.04%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2020-03-31: 153,208,000 SEC FILING
* Portfolios do not reflect changes after reporting
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