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Yoffe Investment Management

Latest statistics and disclosures from Yoffe Investment Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056336

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Positions held by Yoffe Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 114 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Small Cp Etf (VB)	5.2	$3.5M	15k	240.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.8	$2.6M	8.9k	289.83	View chart
International Business Machines (IBM)	3.8	$2.6M	12k	219.83	View chart
Microsoft Corporation (MSFT)	2.6	$1.8M	4.2k	421.49	View chart
Honeywell International (HON)	2.6	$1.7M	7.7k	225.90	View chart
Wal-Mart Stores (WMT)	2.5	$1.7M	19k	90.35	View chart
Procter & Gamble Company (PG)	2.5	$1.7M	10k	167.65	View chart
Apple (AAPL)	2.3	$1.6M	6.2k	250.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$1.4M	5.3k	264.11	View chart
JPMorgan Chase & Co. (JPM)	2.0	$1.3M	5.5k	239.70	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.9	$1.3M	6.6k	189.97	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.6	$1.1M	17k	63.15	View chart
UnitedHealth (UNH)	1.5	$1.0M	2.1k	505.89	View chart
CSX Corporation (CSX)	1.5	$1.0M	32k	32.27	View chart
Travelers Companies (TRV)	1.4	$960k	4.0k	240.88	View chart
Caterpillar (CAT)	1.4	$957k	2.6k	362.79	View chart
Home Depot (HD)	1.3	$865k	2.2k	388.92	View chart
Visa Com Cl A (V)	1.3	$852k	2.7k	316.07	View chart
American Express Company (AXP)	1.2	$832k	2.8k	296.81	View chart
Goldman Sachs (GS)	1.2	$799k	1.4k	572.60	View chart
Bank of New York Mellon Corporation (BK)	1.2	$784k	10k	76.83	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	1.1	$774k	37k	20.91	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	1.1	$752k	11k	70.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$746k	1.4k	538.96	View chart
Merck & Co (MRK)	1.1	$735k	7.4k	99.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.1	$731k	8.2k	89.04	View chart
McDonald's Corporation (MCD)	1.1	$721k	2.5k	289.92	View chart
Cisco Systems (CSCO)	1.1	$707k	12k	59.20	View chart
Spdr Index Shs Fds S&p China Etf (GXC)	1.0	$692k	9.1k	75.88	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$686k	27k	25.86	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.0	$664k	19k	34.33	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.9	$623k	27k	22.72	View chart
Ge Aerospace Com New (GE)	0.9	$615k	3.7k	166.79	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$597k	5.2k	114.48	View chart
Verizon Communications (VZ)	0.9	$591k	15k	39.99	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.9	$590k	11k	55.42	View chart
Philip Morris International (PM)	0.9	$590k	4.9k	120.35	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.9	$586k	9.2k	63.47	View chart
Simon Property (SPG)	0.9	$583k	3.4k	172.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$563k	1.2k	453.28	View chart
Ishares Tr Core Msci Pac (IPAC)	0.8	$562k	9.2k	61.10	View chart
Union Pacific Corporation (UNP)	0.8	$547k	2.4k	228.04	View chart
Johnson & Johnson (JNJ)	0.8	$542k	3.7k	144.62	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.8	$527k	13k	39.56	View chart
Coca-Cola Company (KO)	0.8	$524k	8.4k	62.26	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.8	$515k	22k	23.47	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.7	$498k	7.0k	71.04	View chart
Walt Disney Company (DIS)	0.7	$484k	4.3k	111.35	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.7	$468k	4.9k	95.47	View chart
AFLAC Incorporated (AFL)	0.7	$465k	4.5k	103.44	View chart
GSK Sponsored Adr (GSK)	0.7	$462k	14k	33.82	View chart
Franklin Templeton Etf Tr Ftse Canada (FLCA)	0.7	$451k	12k	36.60	View chart
Boeing Company (BA)	0.7	$447k	2.5k	177.00	View chart
Exxon Mobil Corporation (XOM)	0.6	$431k	4.0k	107.57	View chart
Chevron Corporation (CVX)	0.6	$430k	3.0k	144.86	View chart
Ishares Msci Em Asia Etf (EEMA)	0.6	$429k	6.0k	71.65	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.6	$427k	3.7k	115.55	View chart
Invesco India Exchange-trade India Etf (PIN)	0.6	$423k	16k	25.77	View chart
3M Company (MMM)	0.6	$420k	3.3k	129.07	View chart
Ishares Msci Japn Smcetf (SCJ)	0.6	$412k	5.6k	73.15	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$407k	7.8k	52.22	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.6	$400k	13k	30.44	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.6	$399k	11k	37.98	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$385k	14k	27.87	View chart
International Paper Company (IP)	0.6	$378k	7.0k	53.82	View chart
Amgen (AMGN)	0.5	$366k	1.4k	260.55	View chart
Vaneck Etf Trust Africa Index Etf (AFK)	0.5	$362k	23k	15.47	View chart
Essex Property Trust (ESS)	0.5	$358k	1.3k	285.33	View chart
Ishares Msci Pac Jp Etf (EPP)	0.5	$358k	8.2k	43.81	View chart
Intel Corporation (INTC)	0.5	$357k	18k	20.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$352k	13k	26.63	View chart
Ishares Tr Msci India Etf (INDA)	0.5	$350k	6.7k	52.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$339k	7.1k	47.82	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.5	$332k	8.8k	37.90	View chart
Elme Communities Sh Ben Int (ELME)	0.5	$331k	22k	15.27	View chart
Nike CL B (NKE)	0.5	$330k	4.4k	75.66	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.5	$330k	17k	19.47	View chart
PPL Corporation (PPL)	0.5	$328k	10k	32.46	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.5	$326k	11k	28.61	View chart
Dow (DOW)	0.5	$326k	8.1k	40.13	View chart
Marsh & McLennan Companies (MMC)	0.5	$319k	1.5k	212.41	View chart
salesforce (CRM)	0.5	$313k	937.00	334.15	View chart
Ge Vernova (GEV)	0.4	$303k	921.00	328.93	View chart
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA)	0.4	$300k	18k	16.90	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.4	$298k	5.4k	54.89	View chart
Prologis (PLD)	0.4	$295k	2.8k	105.70	View chart
Ishares Msci Jpn Etf New (EWJ)	0.4	$274k	4.1k	67.10	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.4	$271k	128.00	2113.02	View chart
Raytheon Technologies Corp (RTX)	0.4	$269k	2.3k	115.74	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.4	$259k	3.6k	72.18	View chart
Altria (MO)	0.4	$256k	4.9k	52.29	View chart
Kimco Realty Corporation (KIM)	0.4	$254k	11k	23.43	View chart
Bank of America Corporation (BAC)	0.4	$245k	5.6k	43.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$244k	5.5k	44.04	View chart
Ishares Tr Msci China Etf (MCHI)	0.4	$241k	5.1k	46.86	View chart
Citigroup Com New (C)	0.3	$235k	3.3k	70.39	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$234k	6.8k	34.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$232k	3.1k	75.61	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$229k	5.1k	45.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$228k	2.4k	96.83	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$225k	2.5k	91.68	View chart
Ishares Tr Europe Etf (IEV)	0.3	$225k	4.3k	52.06	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$224k	4.1k	53.98	View chart
Fortune Brands (FBIN)	0.3	$223k	3.3k	68.33	View chart
Vornado Rlty Tr Sh Ben Int (VNO)	0.3	$222k	5.3k	42.04	View chart
UMH Properties (UMH)	0.3	$219k	12k	18.88	View chart
At&t (T)	0.3	$213k	9.3k	22.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$212k	4.3k	49.05	View chart
Marriott Intl Cl A (MAR)	0.3	$206k	740.00	278.94	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$205k	3.4k	59.73	View chart
Haleon Spon Ads (HLN)	0.2	$163k	17k	9.54	View chart
Paramount Global Class B Com (PARA)	0.2	$116k	11k	10.46	View chart
Walgreen Boots Alliance (WBA)	0.2	$102k	11k	9.33	View chart
Ford Motor Company (F)	0.2	$101k	10k	9.90	View chart

Past Filings by Yoffe Investment Management

SEC 13F filings are viewable for Yoffe Investment Management going back to 2024

Yoffe Investment Management 2024 Q4 restated filed Feb. 26, 2025
Yoffe Investment Management 2024 Q4 filed Feb. 12, 2025

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