Yeomans Consulting Group

Yeomans Consulting Group as of March 31, 2025

Portfolio Holdings for Yeomans Consulting Group

Yeomans Consulting Group holds 68 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 12.0 $31M 55k 559.39
Ishares Gold Tr Ishares New (IAU) 9.1 $24M 399k 58.96
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.5 $20M 46k 419.88
Ishares Tr S&p 500 Grwt Etf (IVW) 7.3 $19M 205k 92.83
Vanguard Bd Index Fds Intermed Term (BIV) 7.1 $18M 239k 76.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $13M 28k 468.92
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 5.0 $13M 623k 20.70
Vanguard Index Fds Growth Etf (VUG) 4.3 $11M 30k 370.82
Vanguard Index Fds Extend Mkt Etf (VXF) 4.3 $11M 64k 172.26
Pacer Fds Tr Us Lrg Cp Cash (COWG) 4.3 $11M 359k 30.79
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 3.7 $9.5M 395k 24.01
Dimensional Etf Trust Us Small Cap Val (DFSV) 2.9 $7.4M 264k 28.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.6 $6.7M 58k 115.95
Ishares Tr Msci Eafe Min Vl (EFAV) 2.4 $6.2M 80k 77.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $5.1M 102k 49.62
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $4.2M 102k 41.21
Dimensional Etf Trust Intl Small Cap V (DISV) 1.6 $4.0M 138k 29.12
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $3.5M 37k 93.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $3.2M 39k 81.76
Dimensional Etf Trust Intl High Profit (DIHP) 1.1 $2.9M 106k 26.94
Coca-Cola Company (KO) 1.0 $2.6M 37k 71.62
Ishares Tr Select Divid Etf (DVY) 1.0 $2.5M 18k 134.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $2.4M 23k 105.60
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.9 $2.3M 36k 64.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.3M 8.3k 274.84
Apple (AAPL) 0.8 $2.1M 9.2k 222.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.8M 36k 49.90
Home Depot (HD) 0.7 $1.7M 4.6k 366.49
Microsoft Corporation (MSFT) 0.5 $1.3M 3.6k 375.39
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.5 $1.3M 53k 25.22
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $1.1M 22k 51.18
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.4 $1.1M 45k 25.22
Southern Company (SO) 0.3 $847k 9.2k 91.95
International Business Machines (IBM) 0.3 $746k 3.0k 248.66
Metropcs Communications (TMUS) 0.3 $716k 2.7k 266.71
NVIDIA Corporation (NVDA) 0.3 $656k 6.1k 108.38
Netflix (NFLX) 0.2 $587k 629.00 932.53
Amazon (AMZN) 0.2 $569k 3.0k 190.26
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $499k 12k 42.52
Alphabet Cap Stk Cl A (GOOGL) 0.2 $470k 3.0k 154.64
Select Sector Spdr Tr Technology (XLK) 0.2 $419k 2.0k 206.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $417k 782.00 532.58
JPMorgan Chase & Co. (JPM) 0.1 $372k 1.5k 245.30
Meta Platforms Cl A (META) 0.1 $363k 629.00 576.36
Visa Com Cl A (V) 0.1 $360k 1.0k 350.46
Cisco Systems (CSCO) 0.1 $352k 5.7k 61.71
Costco Wholesale Corporation (COST) 0.1 $348k 368.00 945.78
Chevron Corporation (CVX) 0.1 $334k 2.0k 167.29
At&t (T) 0.1 $321k 11k 28.28
UnitedHealth (UNH) 0.1 $320k 611.00 523.75
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $308k 3.9k 78.89
Philip Morris International (PM) 0.1 $299k 1.9k 158.73
Gilead Sciences (GILD) 0.1 $295k 2.6k 112.05
Bank of New York Mellon Corporation (BK) 0.1 $287k 3.4k 83.87
Exxon Mobil Corporation (XOM) 0.1 $282k 2.4k 118.93
Sea Sponsord Ads (SE) 0.1 $272k 2.1k 130.49
Broadcom (AVGO) 0.1 $262k 1.6k 167.43
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $257k 1.1k 244.64
Fortinet (FTNT) 0.1 $248k 2.6k 96.26
Vanguard Index Fds Small Cp Etf (VB) 0.1 $245k 1.1k 221.75
Verona Pharma Sponsored Ads (VRNA) 0.1 $241k 3.8k 63.49
Qifu Technology American Dep (QFIN) 0.1 $241k 5.4k 44.91
Doordash Cl A (DASH) 0.1 $241k 1.3k 182.77
Mastercard Incorporated Cl A (MA) 0.1 $229k 418.00 548.12
Embraer Sponsored Ads (ERJ) 0.1 $221k 4.8k 46.20
McDonald's Corporation (MCD) 0.1 $218k 699.00 312.37
Truist Financial Corp equities (TFC) 0.1 $208k 5.1k 41.15
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $54k 12k 4.46