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Yeomans Consulting Group

Latest statistics and disclosures from Yeomans Consulting Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002014739

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Positions held by Yeomans Consulting Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Yeomans Consulting Group

Yeomans Consulting Group holds 66 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	16.9	$34M	83k	409.52	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	11.0	$22M	475k	46.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	8.8	$18M	235k	75.35	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	7.8	$16M	739k	21.18	View chart
Vanguard Index Fds Growth Etf (VUG)	7.1	$14M	46k	310.88	View chart
Ishares Tr Eafe Value Etf (EFV)	4.6	$9.3M	178k	52.10	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.5	$9.0M	262k	34.36	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	3.7	$7.4M	70k	105.43	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.1	$6.2M	214k	29.12	View chart
Ishares Gold Tr Ishares New (IAU)	2.9	$5.8M	149k	39.03	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	2.6	$5.2M	75k	69.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.3	$4.6M	89k	51.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.8	$3.7M	100k	37.22	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.7	$3.3M	129k	25.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.5	$2.9M	36k	81.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.4	$2.8M	36k	78.03	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.2	$2.4M	92k	25.66	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.1	$2.3M	45k	51.63	View chart
Coca-Cola Company (KO)	1.1	$2.2M	38k	58.93	View chart
Ishares Tr Select Divid Etf (DVY)	1.1	$2.2M	19k	117.22	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.1	$2.2M	47k	47.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.1M	8.8k	237.22	View chart
Apple (AAPL)	0.9	$1.7M	8.9k	192.53	View chart
Home Depot (HD)	0.8	$1.6M	4.5k	346.55	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$1.4M	63k	21.78	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M	3.5k	376.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.1M	2.4k	475.31	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.6	$1.1M	46k	24.25	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.6	$1.1M	12k	95.32	View chart
NVIDIA Corporation (NVDA)	0.3	$652k	1.3k	495.22	View chart
Meta Platforms Cl A (META)	0.3	$641k	1.8k	353.96	View chart
Adobe Systems Incorporated (ADBE)	0.3	$638k	1.1k	596.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$553k	4.0k	139.69	View chart
Affirm Hldgs Com Cl A (AFRM)	0.3	$542k	11k	49.14	View chart
Exxon Mobil Corporation (XOM)	0.3	$523k	5.2k	99.98	View chart
Eli Lilly & Co. (LLY)	0.3	$511k	876.00	582.92	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$498k	12k	42.22	View chart
United Parcel Service CL B (UPS)	0.2	$496k	3.2k	157.23	View chart
Southern Company (SO)	0.2	$495k	7.1k	70.12	View chart
Amazon (AMZN)	0.2	$489k	3.2k	151.94	View chart
Arista Networks (ANET)	0.2	$480k	2.0k	235.51	View chart
stock	0.2	$421k	2.8k	152.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$419k	2.2k	192.48	View chart
Constellation Energy (CEG)	0.2	$409k	3.5k	116.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$406k	1.1k	356.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$392k	8.2k	47.90	View chart
Truist Financial Corp equities (TFC)	0.2	$389k	11k	36.92	View chart
Draftkings Com Cl A (DKNG)	0.2	$387k	11k	35.25	View chart
3M Company (MMM)	0.2	$374k	3.4k	109.32	View chart
Broadcom (AVGO)	0.2	$370k	331.00	1116.25	View chart
Palantir Technologies Cl A (PLTR)	0.2	$355k	21k	17.17	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$334k	4.3k	77.39	View chart
Cisco Systems (CSCO)	0.2	$322k	6.4k	50.52	View chart
UnitedHealth (UNH)	0.2	$320k	608.00	526.47	View chart
Chevron Corporation (CVX)	0.1	$274k	1.8k	149.16	View chart
Costco Wholesale Corporation (COST)	0.1	$264k	400.00	660.08	View chart
International Business Machines (IBM)	0.1	$264k	1.6k	163.55	View chart
Visa Com Cl A (V)	0.1	$257k	987.00	260.35	View chart
JPMorgan Chase & Co. (JPM)	0.1	$253k	1.5k	170.10	View chart
Intel Corporation (INTC)	0.1	$243k	4.8k	50.25	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$241k	2.1k	116.29	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$226k	1.6k	145.01	View chart
Merck & Co (MRK)	0.1	$225k	2.1k	109.02	View chart
CBOE Holdings (CBOE)	0.1	$223k	1.2k	178.56	View chart
Pepsi (PEP)	0.1	$208k	1.2k	169.84	View chart
Nrg Energy Com New (NRG)	0.1	$202k	3.9k	51.70	View chart

Past Filings by Yeomans Consulting Group

SEC 13F filings are viewable for Yeomans Consulting Group going back to 2023

Yeomans Consulting Group 2023 Q4 filed March 14, 2024

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