Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEAVER CONSULTING GROUP | 07-12-2024 | 06-30-2024 | 205 | 286,578,537 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHS 1-5YR INVS | 51 | $1,477,366 | 28,832 | 0.00 | 0.00 | -6,574 | -18.57 | 06-30-2024 |
| ISHARES TR | IBONDS 27 ETF | 52 | $1,433,553 | 60,411 | 0.00 | 0.00 | 2,833 | 4.92 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 53 | $1,359,295 | 1,599 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE S&P TTL STK | 54 | $1,309,519 | 11,025 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
