Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEAVER CONSULTING GROUP | 04-16-2024 | 03-31-2024 | 199 | 270,196,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $1,382,521 | 9,160 | 0.00 | 0.00 | 144 | 1.60 | 03-31-2024 |
| ISHARES TR | IBONDS 27 ETF | 52 | $1,370,356 | 57,578 | 0.00 | 0.00 | 46,185 | 405.38 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 53 | $1,271,153 | 11,025 | 0.00 | 0.00 | -53 | -0.48 | 03-31-2024 |
| HOME DEPOT INC | COM | 54 | $1,181,664 | 3,080 | 0.00 | 0.00 | -20 | -0.65 | 03-31-2024 |
