Yeomans Consulting Group

Yeomans Consulting Group as of March 31, 2024

Portfolio Holdings for Yeomans Consulting Group

Yeomans Consulting Group holds 72 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.1 $23M 52k 444.01
Pacer Fds Tr Pacer Us Small (CALF) 9.7 $22M 451k 49.16
Vanguard Index Fds Growth Etf (VUG) 9.3 $21M 62k 344.20
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.1 $21M 416k 50.10
Ishares Tr Msci Usa Mmentm (MTUM) 8.3 $19M 101k 187.35
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 6.8 $16M 731k 21.15
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 6.0 $14M 557k 24.60
Ishares Gold Tr Ishares New (IAU) 3.9 $8.9M 212k 42.01
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.9 $6.6M 59k 110.50
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.7 $6.1M 204k 30.10
Ishares Tr Shrt Nat Mun Etf (SUB) 2.3 $5.4M 51k 104.73
Ishares Tr Msci Eafe Min Vl (EFAV) 2.3 $5.3M 75k 70.88
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $4.5M 89k 50.60
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.8 $4.1M 100k 40.90
Dimensional Etf Trust Intl Small Cap V (DISV) 1.6 $3.6M 131k 27.19
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $3.1M 38k 80.51
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $3.0M 36k 83.58
Dimensional Etf Trust Intl High Profit (DIHP) 1.1 $2.5M 94k 26.94
Ishares Tr Select Divid Etf (DVY) 1.0 $2.4M 19k 123.18
Coca-Cola Company (KO) 1.0 $2.3M 38k 61.18
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $2.2M 8.4k 259.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $2.0M 12k 164.35
Dimensional Etf Trust Internatnal Val (DFIV) 0.8 $1.8M 48k 36.75
Home Depot (HD) 0.8 $1.7M 4.5k 383.60
Apple (AAPL) 0.7 $1.6M 9.2k 171.48
Microsoft Corporation (MSFT) 0.6 $1.4M 3.4k 420.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.2M 2.4k 523.07
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.5 $1.2M 47k 24.82
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $1.2M 22k 52.26
Spdr Ser Tr Dj Reit Etf (RWR) 0.5 $1.1M 12k 94.25
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $1.1M 23k 47.89
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.5 $1.0M 40k 25.69
NVIDIA Corporation (NVDA) 0.4 $979k 1.1k 903.56
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $841k 2.1k 397.76
Coinbase Global Com Cl A (COIN) 0.3 $731k 2.8k 265.12
Meta Platforms Cl A (META) 0.3 $679k 1.4k 485.58
Broadcom (AVGO) 0.3 $667k 503.00 1325.41
Amazon (AMZN) 0.3 $591k 3.3k 180.38
Vertiv Holdings Com Cl A (VRT) 0.3 $584k 7.2k 81.67
Nrg Energy Com New (NRG) 0.2 $571k 8.4k 67.69
Crowdstrike Hldgs Cl A (CRWD) 0.2 $568k 1.8k 320.59
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $562k 13k 42.55
Southern Company (SO) 0.2 $541k 7.5k 71.74
Pulte (PHM) 0.2 $531k 4.4k 120.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $501k 1.2k 420.52
Advanced Micro Devices (AMD) 0.2 $500k 2.8k 180.49
Fair Isaac Corporation (FICO) 0.2 $490k 392.00 1249.61
Arista Networks (ANET) 0.2 $485k 1.7k 289.98
United Parcel Service CL B (UPS) 0.2 $467k 3.1k 148.63
Select Sector Spdr Tr Technology (XLK) 0.2 $443k 2.1k 208.27
Alphabet Cap Stk Cl A (GOOGL) 0.2 $437k 2.9k 150.93
Affirm Hldgs Com Cl A (AFRM) 0.2 $421k 11k 37.26
Exxon Mobil Corporation (XOM) 0.2 $411k 3.5k 116.24
3M Company (MMM) 0.2 $363k 3.4k 106.07
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $349k 4.5k 77.73
UnitedHealth (UNH) 0.1 $330k 666.00 494.70
Uber Technologies (UBER) 0.1 $322k 4.2k 76.99
Zscaler Incorporated (ZS) 0.1 $319k 1.7k 192.63
Costco Wholesale Corporation (COST) 0.1 $311k 424.00 732.63
JPMorgan Chase & Co. (JPM) 0.1 $304k 1.5k 200.30
International Business Machines (IBM) 0.1 $304k 1.6k 190.96
Palo Alto Networks (PANW) 0.1 $291k 1.0k 284.13
Visa Com Cl A (V) 0.1 $288k 1.0k 279.08
Cisco Systems (CSCO) 0.1 $287k 5.8k 49.91
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $261k 2.1k 125.33
Merck & Co (MRK) 0.1 $260k 2.0k 131.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $258k 1.7k 155.91
Walt Disney Company (DIS) 0.1 $243k 2.0k 122.36
Ishares Tr Eafe Value Etf (EFV) 0.1 $241k 4.4k 54.40
Netflix (NFLX) 0.1 $231k 381.00 607.33
Truist Financial Corp equities (TFC) 0.1 $229k 5.9k 38.98
Chevron Corporation (CVX) 0.1 $216k 1.4k 157.74