Weaver Consulting Group
Q4 2024 13F Holdings
- Locationhuntington beach, CA
- Num holdings
220
- Value ($000)
$325,112
- Date Filed01/07/2025
- Form type13F-HR
- CIK0001780055
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $24.06M | 7 % | 476,816 | ||
DIVZ LISTED FD TR | OPAL DIVD INCM E | 53656F474 | $20.62M | 6 % | 644,117 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $19.67M | 6 % | 110,470 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $11.45M | 4 % | 225,822 | ||
AAPL APPLE INC | COM | 037833100 | $9.05M | 3 % | 36,154 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.59M | 3 % | 29,656 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $7.25M | 2 % | 37,036 | ||
AOM ISHARES TR | MODERT ALLOC ETF | 464289875 | $6.95M | 2 % | 160,104 | ||
BOXX EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | $6.62M | 2 % | 60,060 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.31M | 2 % | 14,975 |
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