0001780055-21-000001.txt : 20210129 0001780055-21-000001.hdr.sgml : 20210129 20210128194106 ACCESSION NUMBER: 0001780055-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210129 DATE AS OF CHANGE: 20210128 EFFECTIVENESS DATE: 20210129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Weaver Consulting Group CENTRAL INDEX KEY: 0001780055 IRS NUMBER: 821548074 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19546 FILM NUMBER: 21567347 BUSINESS ADDRESS: STREET 1: 101 MAIN STREET, SUITE 220 CITY: HUNTINGTON BEACH STATE: CA ZIP: 92648 BUSINESS PHONE: 714-536-4065 MAIL ADDRESS: STREET 1: 101 MAIN STREET, SUITE 220 CITY: HUNTINGTON BEACH STATE: CA ZIP: 92648 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001780055 XXXXXXXX 12-31-2020 12-31-2020 Weaver Consulting Group

101 MAIN STREET, SUITE 220 HUNTINGTON BEACH CA 92648

13F HOLDINGS REPORT 028-19546 N Travis Weaver 7145364065 travis weaver huntington beach CA 01-28-2021 0 135 160375 false INFORMATION TABLE 2 WeaverConsultingGrp13f4q2020.xml 4Q2020WCG PFIZER INC COM 717081103 213 5791 SH SOLE 0 0 0 5791 GENERAL ELECTRIC CO COM 369604103 346 32036 SH SOLE 0 0 0 32036 ISHARES TR NATIONAL MUN ETF 464288414 234 2000 SH SOLE 0 0 0 2000 PIMCO ETF TR ACTIVE BD ETF 72201R775 820 7248 SH SOLE 0 0 0 7248 DISNEY WALT CO COM 254687106 1135 6265 SH SOLE 0 0 0 6265 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 348 3758 SH SOLE 0 0 0 3758 MASTERCARD INCORPORATED CL A 57636Q104 233 652 SH SOLE 0 0 0 652 SPDR S&P 500 ETF TR TR UNIT 78462F103 1407 3763 SH SOLE 0 0 0 3763 ROSS STORES INC COM 778296103 423 3442 SH SOLE 0 0 0 3442 LISTED FD TR TRUESHS TECH AI 53656F821 532 11173 SH SOLE 0 0 0 11173 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 212 3144 SH SOLE 0 0 0 3144 PEPSICO INC COM 713448108 330 2224 SH SOLE 0 0 0 2224 ISHARES TR TIPS BD ETF 464287176 712 5575 SH SOLE 0 0 0 5575 INNOVATOR ETFS TR MSCI EAFE PWR 45782C722 331 13878 SH SOLE 0 0 0 13878 ISHARES TR SELECT DIVID ETF 464287168 362 3766 SH SOLE 0 0 0 3766 SELECT SECTOR SPDR TR ENERGY 81369Y506 218 5758 SH SOLE 0 0 0 5758 VANGUARD INDEX FDS LARGE CAP ETF 922908637 342 1944 SH SOLE 0 0 0 1944 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 657 12118 SH SOLE 0 0 0 12118 AT&T INC COM 00206R102 556 19316 SH SOLE 0 0 0 19316 ISHARES TR MSCI USA MIN VOL 46429B697 8112 119509 SH SOLE 0 0 0 119509 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 465 1519 SH SOLE 0 0 0 1519 ISHARES TR GNMA BOND ETF 46429B333 411 8056 SH SOLE 0 0 0 8056 APPLE INC COM 037833100 4112 30993 SH SOLE 0 0 0 30993 LENNAR CORP CL A 526057104 218 2861 SH SOLE 0 0 0 2861 AMAZON COM INC COM 023135106 1798 552 SH SOLE 0 0 0 552 ISHARES TR MSCI USA QLT FCT 46432F339 13580 116860 SH SOLE 0 0 0 116860 MERCK & CO. INC COM 58933Y105 245 2991 SH SOLE 0 0 0 2991 INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 46138E370 585 10301 SH SOLE 0 0 0 10301 EDWARDS LIFESCIENCES CORP COM 28176E108 3314 36330 SH SOLE 0 0 0 36330 PROCTER AND GAMBLE CO COM 742718109 361 2594 SH SOLE 0 0 0 2594 BOEING CO COM 097023105 1215 5677 SH SOLE 0 0 0 5677 INNOVATOR ETFS TR S&P 500 PWR BU 45782C870 655 24007 SH SOLE 0 0 0 24007 LISTED FD TR TRUESHARES STRUC 53656F714 1474 55597 SH SOLE 0 0 0 55597 VANGUARD INDEX FDS GROWTH ETF 922908736 223 882 SH SOLE 0 0 0 882 INNOVATOR ETFS TR S&P 500 POWER 45782C508 438 14328 SH SOLE 0 0 0 14328 INNOVATOR ETFS TR S&P 500 BUFFER 45782C433 218 8009 SH SOLE 0 0 0 8009 LISTED FD TR TRUESHARES DEC 53656F672 528 20775 SH SOLE 0 0 0 20775 CREDIT SUISSE AG NASSAU BRH X LINK GOLD SHS 22542D480 341 35103 SH SOLE 0 0 0 35103 ISHARES TR US HLTHCARE ETF 464287762 289 1177 SH SOLE 0 0 0 1177 INTEL CORP COM 458140100 627 12581 SH SOLE 0 0 0 12581 FIDELITY COVINGTON TRUST LOW VOLITY ETF 316092824 2326 54449 SH SOLE 0 0 0 54449 WALMART INC COM 931142103 220 1529 SH SOLE 0 0 0 1529 JPMORGAN CHASE & CO COM 46625H100 339 2670 SH SOLE 0 0 0 2670 INNOVATOR ETFS TR S&P 500 ULTRA 45782C839 553 20918 SH SOLE 0 0 0 20918 ISHARES TR CORE S&P US GWT 464287671 439 4945 SH SOLE 0 0 0 4945 COMCAST CORP NEW CL A 20030N101 312 5962 SH SOLE 0 0 0 5962 INNOVATOR ETFS TR S&P 500 PWRETF 45782C797 542 19487 SH SOLE 0 0 0 19487 CISCO SYS INC COM 17275R102 307 6850 SH SOLE 0 0 0 6850 BRISTOL-MYERS SQUIBB CO COM 110122108 344 5541 SH SOLE 0 0 0 5541 EXXON MOBIL CORP COM 30231G102 211 5109 SH SOLE 0 0 0 5109 ISHARES TR 1 3 YR TREAS BD 464287457 684 7918 SH SOLE 0 0 0 7918 CHEVRON CORP NEW COM 166764100 435 5155 SH SOLE 0 0 0 5155 ISHARES TR PFD AND INCM SEC 464288687 620 16091 SH SOLE 0 0 0 16091 ISHARES TR BARCLAYS 7 10 YR 464287440 1178 9820 SH SOLE 0 0 0 9820 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1230 5305 SH SOLE 0 0 0 5305 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 226 973 SH SOLE 0 0 0 973 INNOVATOR ETFS TR S&P 500 PWR 45782C813 799 27774 SH SOLE 0 0 0 27774 ISHARES TR S&P 100 ETF 464287101 410 2387 SH SOLE 0 0 0 2387 VANGUARD INDEX FDS VALUE ETF 922908744 350 2943 SH SOLE 0 0 0 2943 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 230 2711 SH SOLE 0 0 0 2711 ISHARES TR CALIF MUN BD ETF 464288356 586 9332 SH SOLE 0 0 0 9332 ISHARES TR CORE DIV GRWTH 46434V621 2969 66241 SH SOLE 0 0 0 66241 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 203 13304 SH SOLE 0 0 0 13304 ISHARES TR GRWT ALLOCAT ETF 464289867 4847 92847 SH SOLE 0 0 0 92847 INNOVATOR ETFS TR RUSSELL 2000 PWR 45782C342 233 8681 SH SOLE 0 0 0 8681 LISTED FD TR TRUESHARES STRCT 53656F664 1815 62301 SH SOLE 0 0 0 62301 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6875 48701 SH SOLE 0 0 0 48701 ISHARES TR 3 7 YR TREAS BD 464288661 542 4078 SH SOLE 0 0 0 4078 ISHARES TR CONSER ALLOC ETF 464289883 13999 361270 SH SOLE 0 0 0 361270 EDISON INTL COM 281020107 257 4088 SH SOLE 0 0 0 4088 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2085 32502 SH SOLE 0 0 0 32502 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1216 13787 SH SOLE 0 0 0 13787 ISHARES TR CORE S&P TTL STK 464287150 760 8820 SH SOLE 0 0 0 8820 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2122 37733 SH SOLE 0 0 0 37733 FACEBOOK INC CL A 30303M102 347 1270 SH SOLE 0 0 0 1270 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4360 22400 SH SOLE 0 0 0 22400 GLOBAL X FDS RUSSELL 2000 37954Y459 460 20377 SH SOLE 0 0 0 20377 PUBLIC STORAGE COM 74460D109 258 1118 SH SOLE 0 0 0 1118 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 239 3856 SH SOLE 0 0 0 3856 INNOVATOR ETFS TR MSCI EMGR MKT 45782C516 220 7321 SH SOLE 0 0 0 7321 ISHARES TR A RATE CP BD ETF 46429B291 284 4858 SH SOLE 0 0 0 4858 HOME DEPOT INC COM 437076102 475 1789 SH SOLE 0 0 0 1789 ISHARES TR CORE US AGGBD ET 464287226 4595 38880 SH SOLE 0 0 0 38880 FIRST TR MORNINGSTAR DIVID L SHS 336917109 402 13581 SH SOLE 0 0 0 13581 ISHARES TR AGGRES ALLOC ETF 464289859 1974 30765 SH SOLE 0 0 0 30765 INVESCO QQQ TR UNIT SER 1 46090E103 1059 3376 SH SOLE 0 0 0 3376 COCA COLA CO COM 191216100 229 4167 SH SOLE 0 0 0 4167 TESLA INC COM 88160R101 506 717 SH SOLE 0 0 0 717 AMGEN INC COM 031162100 290 1260 SH SOLE 0 0 0 1260 NVIDIA CORPORATION COM 67066G104 276 528 SH SOLE 0 0 0 528 VERIZON COMMUNICATIONS INC COM 92343V104 723 12306 SH SOLE 0 0 0 12306 YUM BRANDS INC COM 988498101 445 4099 SH SOLE 0 0 0 4099 VANGUARD WORLD FD MEGA GRWTH IND 921910816 396 1943 SH SOLE 0 0 0 1943 UBER TECHNOLOGIES INC COM 90353T100 444 8713 SH SOLE 0 0 0 8713 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1697 4938 SH SOLE 0 0 0 4938 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1469 16057 SH SOLE 0 0 0 16057 ISHARES TR S&P 500 GRWT ETF 464287309 682 10688 SH SOLE 0 0 0 10688 RETAIL PPTYS AMER INC CL A 76131V202 223 26023 SH SOLE 0 0 0 26023 MICROSOFT CORP COM 594918104 2854 12832 SH SOLE 0 0 0 12832 WP CAREY INC COM 92936U109 2335 33086 SH SOLE 0 0 0 33086 ISHARES TR U.S. UTILITS ETF 464287697 428 5518 SH SOLE 0 0 0 5518 SPDR GOLD TR GOLD SHS 78463V107 2518 14119 SH SOLE 0 0 0 14119 RAYTHEON TECHNOLOGIES CORP COM 75513E101 244 3413 SH SOLE 0 0 0 3413 ISHARES TR RUS MID CAP ETF 464287499 207 3024 SH SOLE 0 0 0 3024 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 1564 68601 SH SOLE 0 0 0 68601 ISHARES TR CORE S&P MCP ETF 464287507 372 1618 SH SOLE 0 0 0 1618 ISHARES TR RUS 1000 GRW ETF 464287614 651 2699 SH SOLE 0 0 0 2699 QORVO INC COM 74736K101 208 1250 SH SOLE 0 0 0 1250 ISHARES TR CORE 1 5 YR USD 46432F859 4100 79387 SH SOLE 0 0 0 79387 ISHARES TR FALN ANGLS USD 46435G474 248 8419 SH SOLE 0 0 0 8419 ALPHABET INC CAP STK CL A 02079K305 503 287 SH SOLE 0 0 0 287 ISHARES TR MSCI INTL MOMENT 46434V449 335 8889 SH SOLE 0 0 0 8889 PHILLIPS 66 COM 718546104 406 5811 SH SOLE 0 0 0 5811 ALPHABET INC CAP STK CL C 02079K107 389 222 SH SOLE 0 0 0 222 INNOVATOR ETFS TR MSCI EMGR MKT 45782C714 279 10634 SH SOLE 0 0 0 10634 ISHARES TR 20 YR TR BD ETF 464287432 208 1316 SH SOLE 0 0 0 1316 HONEYWELL INTL INC COM 438516106 218 1025 SH SOLE 0 0 0 1025 INNOVATOR ETFS TR S&P 500 BUFFER E 45782C557 286 9361 SH SOLE 0 0 0 9361 ISHARES TR CORE HIGH DV ETF 46429B663 914 10429 SH SOLE 0 0 0 10429 ISHARES TR MSCI USA ESG SLC 464288802 288 3500 SH SOLE 0 0 0 3500 LISTED FD TR TRUESHARES STRUC 53656F722 1494 53685 SH SOLE 0 0 0 53685 ISHARES TR U.S. REAL ES ETF 464287739 312 3640 SH SOLE 0 0 0 3640 ISHARES TR MSCI USA MMENTM 46432F396 2013 12479 SH SOLE 0 0 0 12479 ISHARES TR CORE S&P500 ETF 464287200 2548 6787 SH SOLE 0 0 0 6787 SPDR SER TR S&P DIVID ETF 78464A763 853 8054 SH SOLE 0 0 0 8054 ISHARES TR 0-5YR INVT GR CP 46434V100 607 11619 SH SOLE 0 0 0 11619 UNITED PARCEL SERVICE INC CL B 911312106 497 2954 SH SOLE 0 0 0 2954 FIRST TR EXCHANGE-TRADED FD DORSY WR MOMNT 33741L108 687 27970 SH SOLE 0 0 0 27970 BLACKROCK INC COM 09247X101 242 336 SH SOLE 0 0 0 336 ISHARES TR MODERT ALLOC ETF 464289875 7952 184080 SH SOLE 0 0 0 184080 SPDR SER TR MSCI USA STRTGIC 78468R812 204 1950 SH SOLE 0 0 0 1950 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 588 6058 SH SOLE 0 0 0 6058 JOHNSON & JOHNSON COM 478160104 981 6235 SH SOLE 0 0 0 6235 ISHARES TR GLOBAL 100 ETF 464287572 279 4435 SH SOLE 0 0 0 4435 INNOVATOR ETFS TR S&P 500 BUFFER 45782C698 626 21019 SH SOLE 0 0 0 21019