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STOCK TICKER:

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: 2020-02-03) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES RUSSELL 1000 GROWTH ETF    (RUS 1000 GRW ETF) IWF 33,195,000 188,691 6.66%
ISHARES RUSSELL 1000 VALUE ETF    (RUS 1000 VAL ETF) IWD 32,094,000 235,154 6.44%
ISHARES MSCI EAFE ETF    (MSCI EAFE ETF) EFA 26,118,000 376,125 5.24%
ISHARES CORE SP MIDCAP ETF    (CORE S&P MCP ETF) IJH 20,180,000 98,045 4.05%
ISHARES RUSSELL 2000 ETF    (RUSSELL 2000 ETF) IWM 15,342,000 92,605 3.08%
ISHARES EDGE MSCI MIN VOL USA ETF    (MSCI MIN VOL ETF) USMV 13,519,000 206,080 2.71%
ISHARES TR BARCLAYS SHORT TREAS BD FD    (SHORT TREAS BD) SHV 12,075,000 109,319 2.42%
ISHARES CORE U.S. AGGREGATE BOND ETF    (CORE US AGGBD ET) AGG 10,800,000 96,110 2.16%
SPDR SP 500 ETF TRUST UNIT SER 1 SP    (TR UNIT) SPY 10,288,000 31,964 2.06%
INVESCO QQQ TRUST SERIES    (UNIT SER 1) 10,079,000 47,406 2.02%
APPLE INC    (COM) AAPL 9,949,000 33,881 1.99%
ISHARES CORE SP 500 ETF    (CORE S&P500 ETF) IVV 7,936,000 24,550 1.59%
ISHARES TR BARCLAYS 37 YR TREAS BD FD    (3 7 YR TREAS BD) IEI 6,770,000 53,838 1.36%
SPDR BLACKSTONEGSO SENIOR LOAN    (BLKSTN GSOSRLN) SRLN 6,239,000 133,951 1.25%
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS    (FINANCIALS ETF) VFH 5,630,000 73,802 1.13%
SPDR SP MIDCAP 400 ETF TR UTSER1 SPDCRP    (UTSER1 S&PDCRP) MDY 4,668,000 12,435 0.93%
MICROSOFT CORP    (COM) MSFT 4,451,000 28,227 0.89%
FIRST TR VALUE LINE DIVID INDEX FD SHS    (SHS) FVD 4,210,000 116,836 0.84%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 3,970,000 51,689 0.79%
NATIONAL HEALTHCARE CORP    (COM) NHC 3,914,000 45,285 0.78%


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MAJOR GURUS:
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