Yeomans Consulting Group

Yeomans Consulting Group as of Dec. 31, 2024

Portfolio Holdings for Yeomans Consulting Group

Yeomans Consulting Group holds 97 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 7.9 $21M 425k 49.51
Vanguard Index Fds Growth Etf (VUG) 7.7 $21M 50k 410.44
Ishares Tr Msci Usa Mmentm (MTUM) 6.7 $18M 87k 206.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.7 $18M 35k 511.23
Vanguard Bd Index Fds Intermed Term (BIV) 6.6 $18M 237k 74.73
Brandywine Rlty Tr Sh Ben Int New (BDN) 6.2 $17M 3.0M 5.60
Vanguard Index Fds Extend Mkt Etf (VXF) 5.6 $15M 79k 189.98
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.5 $15M 83k 178.08
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 5.4 $15M 284k 51.14
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 4.8 $13M 607k 21.07
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 3.6 $9.5M 390k 24.32
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.8 $7.6M 247k 30.78
Ishares Tr Msci Eafe Min Vl (EFAV) 2.0 $5.4M 77k 70.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $4.8M 96k 50.13
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.5 $4.1M 99k 40.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $4.0M 14k 289.81
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $3.5M 133k 26.57
Ishares Tr Msci Usa Min Vol (USMV) 1.2 $3.1M 35k 88.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $3.0M 38k 80.27
Dimensional Etf Trust Intl High Profit (DIHP) 0.9 $2.5M 98k 25.23
Coca-Cola Company (KO) 0.9 $2.4M 39k 62.26
Ishares Tr Select Divid Etf (DVY) 0.9 $2.4M 18k 131.29
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.9 $2.3M 37k 63.15
Apple (AAPL) 0.8 $2.3M 9.0k 250.42
Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $2.3M 21k 105.48
Home Depot (HD) 0.8 $2.2M 5.7k 388.99
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.7M 35k 48.42
Microsoft Corporation (MSFT) 0.6 $1.7M 4.0k 421.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.5M 2.5k 586.08
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.5 $1.3M 51k 24.74
Southern Company (SO) 0.5 $1.2M 15k 82.32
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $1.1M 21k 51.91
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.4 $1.1M 43k 25.58
NVIDIA Corporation (NVDA) 0.4 $1.1M 8.0k 134.29
Tesla Motors (TSLA) 0.4 $980k 2.4k 403.84
Ishares Tr Us Consum Discre (IYC) 0.3 $852k 8.9k 96.14
Ishares Tr U.s. Finls Etf (IYF) 0.3 $835k 7.5k 110.58
Ishares Tr U.s. Utilits Etf (IDU) 0.3 $831k 8.6k 96.21
Ishares Tr Us Telecom Etf (IYZ) 0.3 $817k 31k 26.83
Amazon (AMZN) 0.2 $658k 3.0k 219.39
Netflix (NFLX) 0.2 $628k 704.00 891.32
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $574k 14k 42.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $565k 3.0k 189.30
Chevron Corporation (CVX) 0.2 $559k 3.9k 144.84
Broadcom (AVGO) 0.2 $538k 2.3k 231.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $529k 1.2k 453.28
Palantir Technologies Cl A (PLTR) 0.2 $517k 6.8k 75.63
International Business Machines (IBM) 0.2 $495k 2.3k 219.83
Oracle Corporation (ORCL) 0.2 $491k 2.9k 166.64
Hldgs (UAL) 0.2 $479k 4.9k 97.10
Applovin Corp Com Cl A (APP) 0.2 $479k 1.5k 323.83
Costco Wholesale Corporation (COST) 0.2 $476k 519.00 916.27
Select Sector Spdr Tr Technology (XLK) 0.2 $472k 2.0k 232.52
Targa Res Corp (TRGP) 0.2 $456k 2.6k 178.50
Procter & Gamble Company (PG) 0.2 $439k 2.6k 167.65
Vistra Energy (VST) 0.2 $439k 3.2k 137.87
Axon Enterprise (AXON) 0.2 $434k 730.00 594.32
Exxon Mobil Corporation (XOM) 0.2 $412k 3.8k 107.57
Royal Caribbean Cruises (RCL) 0.1 $374k 1.6k 230.69
Carvana Cl A (CVNA) 0.1 $374k 1.8k 203.36
Meta Platforms Cl A (META) 0.1 $366k 625.00 585.51
Fastenal Company (FAST) 0.1 $360k 5.0k 71.91
Kinder Morgan (KMI) 0.1 $358k 13k 27.40
Williams Companies (WMB) 0.1 $357k 6.6k 54.12
JPMorgan Chase & Co. (JPM) 0.1 $351k 1.5k 239.71
Synchrony Financial (SYF) 0.1 $348k 5.3k 65.00
Fair Isaac Corporation (FICO) 0.1 $346k 174.00 1990.93
Microstrategy Cl A New (MSTR) 0.1 $344k 1.2k 289.62
Robinhood Mkts Com Cl A (HOOD) 0.1 $340k 9.1k 37.26
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $336k 4.3k 78.65
Vertiv Holdings Com Cl A (VRT) 0.1 $335k 3.0k 113.61
Howmet Aerospace (HWM) 0.1 $335k 3.1k 109.37
Constellation Energy (CEG) 0.1 $334k 1.5k 223.71
Cisco Systems (CSCO) 0.1 $334k 5.6k 59.20
Sofi Technologies (SOFI) 0.1 $334k 22k 15.40
Verizon Communications (VZ) 0.1 $333k 8.3k 39.99
Cbre Group Cl A (CBRE) 0.1 $333k 2.5k 131.29
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $332k 13k 24.92
Spotify Technology S A SHS (SPOT) 0.1 $328k 734.00 447.38
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $327k 13k 25.73
Iron Mountain (IRM) 0.1 $326k 3.1k 105.11
UnitedHealth (UNH) 0.1 $319k 630.00 505.86
Kingsoft Cloud Hldgs Ads (KC) 0.1 $318k 30k 10.49
Visa Com Cl A (V) 0.1 $315k 998.00 316.04
Affirm Hldgs Com Cl A (AFRM) 0.1 $313k 5.1k 60.90
Texas Pacific Land Corp (TPL) 0.1 $302k 273.00 1105.96
Cava Group Ord (CAVA) 0.1 $287k 2.5k 112.80
Qifu Technology American Dep (QFIN) 0.1 $280k 7.3k 38.38
Embraer Sponsored Ads (ERJ) 0.1 $276k 7.5k 36.68
Toast Cl A (TOST) 0.1 $269k 7.4k 36.45
Sea Sponsord Ads (SE) 0.1 $266k 2.5k 106.10
At&t (T) 0.1 $264k 12k 22.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $260k 1.0k 253.75
Hormel Foods Corporation (HRL) 0.1 $220k 7.0k 31.37
Truist Financial Corp equities (TFC) 0.1 $220k 5.1k 43.38
Mastercard Incorporated Cl A (MA) 0.1 $219k 415.00 526.57
Vanguard Index Fds Small Cp Etf (VB) 0.1 $201k 837.00 240.28