Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WEAVER CONSULTING GROUP | 04-16-2024 | 03-31-2024 | 199 | 270,196,881 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PFIZER INC | COM | 151 | $361,361 | 13,022 | 0.00 | 0.00 | 2,980 | 29.68 | 03-31-2024 |
ISHARES TR | 20 YR TR BD ETF | 152 | $352,649 | 3,727 | 0.00 | 0.00 | -93 | -2.43 | 03-31-2024 |
ISHARES TR | US HLTHCARE ETF | 153 | $350,354 | 5,660 | 0.00 | 0.00 | 4,528 | 400.00 | 03-31-2024 |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 154 | $343,726 | 9,168 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |