Weaver Consulting Group Diversified Active

CIK: 0001780055 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 9, 2023

Total Value ($000): $195,980 (100.0% shares, 0.0% debt)

Holdings (177)

LISTED FD TR 9.0%
Value ($000) $17,572 Shares 606,807 Est. Cost $28.16 Unrealized
QUAL ISHARES TR 7.9%
Value ($000) $15,542 Shares 136,377 Est. Cost $100.93 Unrealized
SHV ISHARES TR 5.0%
Value ($000) $9,765 Shares 88,836 Est. Cost $109.97 Unrealized
AOM ISHARES TR 3.3%
Value ($000) $6,425 Shares 169,035 Est. Cost $38.32 Unrealized
VTI VANGUARD INDEX FDS 3.2%
Value ($000) $6,305 Shares 32,977 Est. Cost $176.67 Unrealized
AOK ISHARES TR 3.1%
Value ($000) $6,137 Shares 182,602 Est. Cost $34.85 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 3.0%
Value ($000) $5,961 Shares 39,255 Est. Cost $115.98 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $4,544 Shares 34,970 Est. Cost $104.90 Unrealized +34.1%
AOR ISHARES TR 2.1%
Value ($000) $4,131 Shares 87,602 Est. Cost $45.89 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $3,778 Shares 15,752 Est. Cost $132.51 Unrealized +76.6%
PMAY INNOVATOR ETFS TR 1.8%
Value ($000) $3,576 Shares 127,292 Est. Cost $28.09 Unrealized
LISTED FD TR 1.7%
Value ($000) $3,317 Shares 110,653 Est. Cost $27.37 Unrealized
EW EDWARDS LIFESCIENCES CORP 1.6%
Value ($000) $3,068 Shares 41,116 Est. Cost $69.47 Unrealized +10.9%
IVV ISHARES TR 1.5%
Value ($000) $2,856 Shares 7,432 Est. Cost $308.54 Unrealized
USMV ISHARES TR 1.4%
Value ($000) $2,771 Shares 38,429 Est. Cost $61.11 Unrealized
WPC WP CAREY INC 1.4%
Value ($000) $2,702 Shares 34,576 Est. Cost $79.94 Unrealized
LISTED FD TR 1.3%
Value ($000) $2,561 Shares 102,510 Est. Cost $26.33 Unrealized
DGRO ISHARES TR 1.3%
Value ($000) $2,557 Shares 51,136 Est. Cost $39.71 Unrealized
MTUM ISHARES TR 1.3%
Value ($000) $2,500 Shares 17,130 Est. Cost $140.73 Unrealized
SCHD SCHWAB STRATEGIC TR 1.2%
Value ($000) $2,428 Shares 32,142 Est. Cost $57.88 Unrealized
FDLO FIDELITY COVINGTON TRUST 1.2%
Value ($000) $2,350 Shares 50,883 Est. Cost $35.78 Unrealized
AOA ISHARES TR 1.2%
Value ($000) $2,271 Shares 38,014 Est. Cost $58.52 Unrealized
LISTED FD TR 1.1%
Value ($000) $2,101 Shares 71,616 Est. Cost $26.24 Unrealized
BA BOEING CO 1.0%
Value ($000) $1,884 Shares 9,890 Est. Cost $265.14 Unrealized -38.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $1,819 Shares 5,889 Est. Cost $209.46 Unrealized +41.8%
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $1,754 Shares 16,213 Est. Cost $87.20 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $1,742 Shares 4,554 Est. Cost $317.54 Unrealized
GLD SPDR GOLD TR 0.9%
Value ($000) $1,681 Shares 9,910 Est. Cost $127.28 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $1,538 Shares 4,378 Est. Cost $272.28 Unrealized
QYLD GLOBAL X FDS 0.8%
Value ($000) $1,471 Shares 92,455 Est. Cost $20.99 Unrealized
LISTED FD TR 0.7%
Value ($000) $1,404 Shares 56,694 Est. Cost $26.99 Unrealized
SHY ISHARES TR 0.7%
Value ($000) $1,339 Shares 16,496 Est. Cost $82.24 Unrealized
PNOV INNOVATOR ETFS TR 0.7%
Value ($000) $1,331 Shares 44,086 Est. Cost $30.19 Unrealized
ITOT ISHARES TR 0.7%
Value ($000) $1,310 Shares 15,453 Est. Cost $72.63 Unrealized
PJUL INNOVATOR ETFS TR 0.6%
Value ($000) $1,219 Shares 40,377 Est. Cost $28.81 Unrealized
XBJL INNOVATOR ETFS TR 0.6%
Value ($000) $1,185 Shares 46,237 Est. Cost $24.40 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $1,174 Shares 4,407 Est. Cost $216.96 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,159 Shares 26,352 Est. Cost $46.42 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,127 Shares 13,416 Est. Cost $124.49 Unrealized -20.7%
HDV ISHARES TR 0.5%
Value ($000) $1,073 Shares 10,297 Est. Cost $94.25 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,066 Shares 3,373 Est. Cost $213.63 Unrealized +31.6%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,054 Shares 5,871 Est. Cost $84.72 Unrealized +80.9%
PJUN INNOVATOR ETFS TR 0.5%
Value ($000) $1,024 Shares 34,447 Est. Cost $29.18 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $979 Shares 10,089 Est. Cost $110.15 Unrealized
IGSB ISHARES TR 0.5%
Value ($000) $917 Shares 18,397 Est. Cost $49.82 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $900 Shares 5,092 Est. Cost $115.88 Unrealized +35.5%
MGMT UNIFIED SER TR 0.4%
Value ($000) $878 Shares 27,653 Est. Cost $33.59 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $873 Shares 7,911 Est. Cost $52.49 Unrealized +83.4%
LISTED FD TR 0.4%
Value ($000) $855 Shares 37,019 Est. Cost $25.42 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $847 Shares 13,592 Est. Cost $70.36 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $817 Shares 1,790 Est. Cost $434.41 Unrealized +7.9%
SDY SPDR SER TR 0.4%
Value ($000) $815 Shares 6,513 Est. Cost $100.24 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $792 Shares 10,538 Est. Cost $75.62 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $775 Shares 8,858 Est. Cost $58.75 Unrealized
LISTED FD TR 0.4%
Value ($000) $737 Shares 27,000 Est. Cost $26.61 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $726 Shares 12,781 Est. Cost $56.58 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $720 Shares 2,977 Est. Cost $234.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $713 Shares 18,100 Est. Cost $40.27 Unrealized -23.6%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $694 Shares 4,947 Est. Cost $124.03 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $674 Shares 7,371 Est. Cost $91.47 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $651 Shares 7,374 Est. Cost $108.52 Unrealized -13.1%
SGOV ISHARES TR 0.3%
Value ($000) $646 Shares 6,450 Est. Cost $100.29 Unrealized
RYLD GLOBAL X FDS 0.3%
Value ($000) $644 Shares 34,241 Est. Cost $22.20 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $605 Shares 6,959 Est. Cost $123.97 Unrealized -24.6%
PSEP INNOVATOR ETFS TR 0.3%
Value ($000) $603 Shares 20,630 Est. Cost $29.15 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $592 Shares 3,393 Est. Cost $201.50 Unrealized
COWZ PACER FDS TR 0.3%
Value ($000) $589 Shares 12,727 Est. Cost $42.55 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $551 Shares 4,572 Est. Cost $103.49 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $530 Shares 5,095 Est. Cost $51.82 Unrealized +76.3%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $527 Shares 3,030 Est. Cost $125.58 Unrealized +17.9%
IVE ISHARES TR 0.3%
Value ($000) $524 Shares 3,611 Est. Cost $150.68 Unrealized
ALTL PACER FDS TR 0.3%
Value ($000) $514 Shares 12,702 Est. Cost $36.72 Unrealized
LISTED FD TR 0.3%
Value ($000) $509 Shares 15,972 Est. Cost $27.34 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $490 Shares 1,479 Est. Cost $268.84 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.2%
Value ($000) $489 Shares 13,381 Est. Cost $30.16 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $473 Shares 2,207 Est. Cost $162.36 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $466 Shares 15,267 Est. Cost $37.13 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $464 Shares 1,768 Est. Cost $171.45 Unrealized +41.6%
PEP PEPSICO INC 0.2%
Value ($000) $464 Shares 2,569 Est. Cost $102.33 Unrealized +57.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $464 Shares 3,290 Est. Cost $119.25 Unrealized +3.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $457 Shares 4,899 Est. Cost $69.67 Unrealized +23.3%
DBC INVESCO DB COMMDY INDX TRCK 0.2%
Value ($000) $454 Shares 18,424 Est. Cost $19.28 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $453 Shares 3,376 Est. Cost $98.49 Unrealized +19.5%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $446 Shares 3,155 Est. Cost $142.10 Unrealized
GLDI CREDIT SUISSE AG NASSAU BRH 0.2%
Value ($000) $444 Shares 3,021 Est. Cost $147.07 Unrealized
LISTED FD TR 0.2%
Value ($000) $444 Shares 14,775 Est. Cost $33.37 Unrealized
IYH ISHARES TR 0.2%
Value ($000) $432 Shares 1,522 Est. Cost $211.69 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $423 Shares 2,457 Est. Cost $208.94 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $421 Shares 4,169 Est. Cost $71.46 Unrealized +22.7%
SLQD ISHARES TR 0.2%
Value ($000) $419 Shares 8,763 Est. Cost $51.14 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $418 Shares 3,261 Est. Cost $87.35 Unrealized +30.6%
LISTED FD TR 0.2%
Value ($000) $416 Shares 15,400 Est. Cost $27.96 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $416 Shares 4,685 Est. Cost $108.46 Unrealized -12.7%
OEF ISHARES TR 0.2%
Value ($000) $415 Shares 2,434 Est. Cost $133.79 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $405 Shares 3,655 Est. Cost $62.73 Unrealized +47.9%
ROST ROSS STORES INC 0.2%
Value ($000) $398 Shares 3,427 Est. Cost $85.69 Unrealized +15.0%
WMT WALMART INC 0.2%
Value ($000) $392 Shares 2,766 Est. Cost $38.75 Unrealized +17.8%
DBA INVESCO DB MULTI-SECTOR COMM 0.2%
Value ($000) $391 Shares 19,382 Est. Cost $21.67 Unrealized
T AT&T INC 0.2%
Value ($000) $388 Shares 21,080 Est. Cost $15.06 Unrealized +0.3%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $387 Shares 4,492 Est. Cost $80.77 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $383 Shares 4,572 Est. Cost $62.30 Unrealized -22.3%
BOND PIMCO ETF TR 0.2%
Value ($000) $376 Shares 4,158 Est. Cost $106.19 Unrealized
IUSG ISHARES TR 0.2%
Value ($000) $375 Shares 4,602 Est. Cost $66.22 Unrealized
XYLD GLOBAL X FDS 0.2%
Value ($000) $375 Shares 9,529 Est. Cost $39.37 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $375 Shares 6,412 Est. Cost $75.99 Unrealized
MMM 3M CO 0.2%
Value ($000) $374 Shares 3,121 Est. Cost $114.60 Unrealized -20.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $372 Shares 2,455 Est. Cost $86.09 Unrealized +50.8%
PJAN INNOVATOR ETFS TR 0.2%
Value ($000) $365 Shares 11,598 Est. Cost $27.45 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $357 Shares 2,415 Est. Cost $125.73 Unrealized +13.2%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $355 Shares 4,939 Est. Cost $41.03 Unrealized +59.0%
LISTED FD TR 0.2%
Value ($000) $354 Shares 14,914 Est. Cost $25.28 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $350 Shares 13,328 Est. Cost $21.07 Unrealized
POCT INNOVATOR ETFS TR 0.2%
Value ($000) $346 Shares 11,509 Est. Cost $25.71 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $341 Shares 12,894 Est. Cost $45.21 Unrealized -41.0%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $340 Shares 7,554 Est. Cost $51.74 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $340 Shares 2,324 Est. Cost $18.37 Unrealized -20.2%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $339 Shares 1,944 Est. Cost $137.00 Unrealized
AON AON PLC 0.2%
Value ($000) $334 Shares 1,114 Est. Cost $290.95 Unrealized -1.8%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $333 Shares 4,293 Est. Cost $90.08 Unrealized
BAUG INNOVATOR ETFS TR 0.2%
Value ($000) $332 Shares 11,076 Est. Cost $25.43 Unrealized
EJAN INNOVATOR ETFS TR 0.2%
Value ($000) $331 Shares 12,183 Est. Cost $26.55 Unrealized
KRG KITE RLTY GROUP TR 0.2%
Value ($000) $324 Shares 15,408 Est. Cost $21.81 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $323 Shares 6,781 Est. Cost $40.77 Unrealized +1.7%
TIP ISHARES TR 0.2%
Value ($000) $321 Shares 3,019 Est. Cost $117.87 Unrealized
IOO ISHARES TR 0.2%
Value ($000) $316 Shares 4,931 Est. Cost $50.44 Unrealized
CMF ISHARES TR 0.2%
Value ($000) $314 Shares 5,602 Est. Cost $60.94 Unrealized
PSA PUBLIC STORAGE 0.2%
Value ($000) $312 Shares 1,112 Est. Cost $162.19 Unrealized +58.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $311 Shares 2,634 Est. Cost $80.20 Unrealized +36.4%
IDU ISHARES TR 0.2%
Value ($000) $303 Shares 3,507 Est. Cost $119.36 Unrealized
SUSA ISHARES TR 0.2%
Value ($000) $303 Shares 3,682 Est. Cost $100.13 Unrealized
IYR ISHARES TR 0.2%
Value ($000) $300 Shares 3,558 Est. Cost $92.70 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $298 Shares 2,989 Est. Cost $101.39 Unrealized
GOAU ETF SER SOLUTIONS 0.1%
Value ($000) $291 Shares 18,781 Est. Cost $19.13 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $286 Shares 5,576 Est. Cost $28.06 Unrealized +43.2%
LISTED FD TR 0.1%
Value ($000) $285 Shares 11,070 Est. Cost $28.09 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $282 Shares 14,558 Est. Cost $21.14 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $275 Shares 3,055 Est. Cost $94.48 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.1%
Value ($000) $275 Shares 5,612 Est. Cost $40.72 Unrealized +13.5%
BLACKROCK INC 0.1%
Value ($000) $272 Shares 384 Est. Cost $522.98 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $270 Shares 4,352 Est. Cost $65.15 Unrealized
IMTM ISHARES TR 0.1%
Value ($000) $266 Shares 8,642 Est. Cost $30.32 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $260 Shares 2,111 Est. Cost $228.10 Unrealized -17.0%
KAPR INNOVATOR ETFS TR 0.1%
Value ($000) $259 Shares 10,239 Est. Cost $27.54 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $258 Shares 5,544 Est. Cost $49.87 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $256 Shares 1,629 Est. Cost $119.87 Unrealized +22.6%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $253 Shares 7,630 Est. Cost $32.52 Unrealized -2.5%
V VISA INC 0.1%
Value ($000) $246 Shares 1,185 Est. Cost $208.09 Unrealized -5.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $245 Shares 669 Est. Cost $243.85 Unrealized +41.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $241 Shares 455 Est. Cost $423.48 Unrealized +18.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $237 Shares 681 Est. Cost $323.40 Unrealized 0.0%
BOCT INNOVATOR ETFS TR 0.1%
Value ($000) $232 Shares 7,301 Est. Cost $31.76 Unrealized
LISTED FD TR 0.1%
Value ($000) $230 Shares 7,874 Est. Cost $32.77 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $229 Shares 3,527 Est. Cost $54.79 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $229 Shares 1,900 Est. Cost $218.06 Unrealized -46.5%
IJR ISHARES TR 0.1%
Value ($000) $228 Shares 2,409 Est. Cost $110.55 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $227 Shares 2,341 Est. Cost $96.96 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $227 Shares 4,884 Est. Cost $47.50 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $227 Shares 9,162 Est. Cost $27.63 Unrealized -1.0%
EIX EDISON INTL 0.1%
Value ($000) $223 Shares 3,506 Est. Cost $43.88 Unrealized +21.2%
IEI ISHARES TR 0.1%
Value ($000) $223 Shares 1,941 Est. Cost $114.89 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $221 Shares 5,364 Est. Cost $32.00 Unrealized +27.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $218 Shares 1,015 Est. Cost $178.76 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $217 Shares 3,411 Est. Cost $54.92 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $211 Shares 4,623 Est. Cost $35.03 Unrealized 0.0%
BDEC INNOVATOR ETFS TR 0.1%
Value ($000) $210 Shares 6,584 Est. Cost $34.61 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $210 Shares 2,563 Est. Cost $73.20 Unrealized 0.0%
IWR ISHARES TR 0.1%
Value ($000) $204 Shares 3,024 Est. Cost $67.45 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $201 Shares 1,244 Est. Cost $137.22 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $200 Shares 761 Est. Cost $245.25 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $188 Shares 10,376 Est. Cost $15.18 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $167 Shares 14,948 Est. Cost $14.70 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $136 Shares 12,289 Est. Cost $12.97 Unrealized
BRAINSTORM CELL THERAPEUTICS 0.1%
Value ($000) $108 Shares 65,947 Est. Cost $3.94 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $40 Shares 45,600 Est. Cost $1.54 Unrealized -13.6%
SOCIETAL CDMO INC 0.0%
Value ($000) $26 Shares 17,135 Est. Cost $1.10 Unrealized
GROM SOCIAL ENTERPRISES INC 0.0%
Value ($000) $17 Shares 10,751 Est. Cost $3.94 Unrealized
BRAINSTORM CELL THERAPEUTICS 0.0%
Value ($000) $10 Shares 53,500 Est. Cost $3.94 Unrealized