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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CALTON & ASSOCIATES, INC. INSTITUTION : CALTON & ASSOCIATES, INC.
CALTON & ASSOCIATES, INC. Latest Top 20 Portfolio Holdings: (Filing Date: 2019-07-09) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
ISHARES RUSSELL 1000 GROWTH ETF    (RUS 1000 GRW ETF) IWF 28,158,000 178,964 7.95%
ISHARES RUSSELL 1000 VALUE ETF    (RUS 1000 VAL ETF) IWD 27,120,000 213,175 7.65%
ISHARES MSCI EAFE ETF    (MSCI EAFE ETF) EFA 23,584,000 358,808 6.65%
ISHARES CORE SP MIDCAP ETF    (CORE S&P MCP ETF) IJH 17,399,000 89,565 4.91%
ISHARES RUSSELL 2000 ETF    (RUSSELL 2000 ETF) IWM 13,692,000 88,051 3.86%
ISHARES TR BARCLAYS SHORT TREAS BD FD    (SHORT TREAS BD) SHV 10,880,000 98,324 3.07%
SPDR SP 500 ETF TRUST UNIT SER 1 SP    (TR UNIT) SPY 10,833,000 36,974 3.05%
ISHARES CORE U.S. AGGREGATE BOND ETF    (CORE US AGGBD ET) AGG 8,126,000 72,973 2.29%
ISHARES TR BARCLAYS 37 YR TREAS BD FD    (3 7 YR TREAS BD) IEI 6,202,000 49,316 1.75%
APPLE INC    (COM) AAPL 5,476,000 27,668 1.54%
SPDR BLACKSTONEGSO SENIOR LOAN    (BLKSTN GSOSRLN) SRLN 5,439,000 117,675 1.53%
INVESCO QQQ TRUST SERIES    (UNIT SER 1) 4,994,000 26,741 1.41%
ISHARES CORE SP 500 ETF    (CORE S&P500 ETF) IVV 4,911,000 16,662 1.38%
SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP    (UTSER1 S&PDCRP) MDY 4,618,000 13,023 1.30%
ISHARES EDGE MSCI MIN VOL USA ETF    (MIN VOL USA ETF) USMV 4,516,000 73,158 1.27%
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS    (FINANCIALS ETF) VFH 4,031,000 58,405 1.13%
NATIONAL HEALTHCARE CORP    (COM) NHC 3,826,000 47,145 1.08%
INVESCO SP 500 EQUAL WEIGHT ETF    (S&P500 EQL WGT) 3,377,000 31,322 0.95%
MICROSOFT CORP    (COM) MSFT 3,174,000 23,691 0.89%
ISHARES TR U.S. PFD STK ETF    (PFD AND INCM SEC) PFF 3,021,000 81,975 0.85%


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MAJOR GURUS:
Warren Buffett
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George Soros

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