Yeomans Consulting Group

Yeomans Consulting Group as of June 30, 2025

Portfolio Holdings for Yeomans Consulting Group

Yeomans Consulting Group holds 100 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 9.7 $23M 372k 62.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.8 $19M 31k 617.65
Vanguard Bd Index Fds Intermed Term (BIV) 5.5 $13M 173k 77.01
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 5.3 $13M 29k 444.89
Pacer Fds Tr Us Lrg Cp Cash (COWG) 5.0 $12M 346k 34.93
Ishares Tr U.s. Real Es Etf (IYR) 4.8 $12M 123k 95.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.4 $11M 20k 546.99
Ishares Tr Msci Eafe Etf (EFA) 4.4 $11M 119k 89.24
Ishares Tr Eafe Value Etf (EFV) 4.0 $9.6M 152k 63.60
Vanguard Index Fds Large Cap Etf (VV) 3.3 $8.0M 28k 285.05
Ishares Tr Msci Usa Mmentm (MTUM) 3.3 $7.9M 33k 236.81
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.9 $6.9M 136k 50.82
Ishares Tr Msci Eafe Min Vl (EFAV) 2.8 $6.9M 82k 84.36
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.8 $6.7M 321k 20.93
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 2.7 $6.4M 266k 24.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $5.2M 106k 48.93
Dimensional Etf Trust Intl Small Cap V (DISV) 1.9 $4.7M 142k 32.89
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.9 $4.5M 106k 42.80
Ishares Tr Msci Usa Min Vol (USMV) 1.5 $3.6M 38k 94.27
Dimensional Etf Trust Intl High Profit (DIHP) 1.4 $3.3M 111k 29.48
Coca-Cola Company (KO) 1.1 $2.6M 37k 71.67
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.5M 8.4k 303.93
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $2.5M 30k 82.59
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $2.5M 23k 106.17
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.0 $2.3M 36k 65.18
Ishares Tr Select Divid Etf (DVY) 0.8 $2.0M 15k 135.36
Apple (AAPL) 0.8 $1.8M 8.9k 207.82
Microsoft Corporation (MSFT) 0.8 $1.8M 3.7k 492.05
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.8M 37k 49.81
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.7 $1.6M 57k 28.01
Home Depot (HD) 0.6 $1.6M 4.2k 373.16
Spdr Series Trust Nuveen Ice High (HYMB) 0.5 $1.2M 47k 24.68
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $1.1M 23k 50.06
Netflix (NFLX) 0.5 $1.1M 861.00 1293.60
Ishares Tr Us Telecom Etf (IYZ) 0.4 $1.0M 35k 29.74
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.0M 6.0k 171.38
Ishares Tr Us Consum Discre (IYC) 0.4 $1.0M 10k 99.90
Ishares Tr U.s. Utilits Etf (IDU) 0.4 $1.0M 9.6k 104.83
International Business Machines (IBM) 0.4 $904k 3.1k 291.20
NVIDIA Corporation (NVDA) 0.3 $809k 5.3k 153.30
Southern Company (SO) 0.3 $808k 8.8k 92.30
Broadcom (AVGO) 0.3 $729k 2.8k 264.74
Amazon (AMZN) 0.3 $696k 3.2k 220.46
Axon Enterprise (AXON) 0.3 $675k 870.00 775.38
Palantir Technologies Cl A (PLTR) 0.3 $670k 5.1k 130.68
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.3 $637k 8.5k 74.93
Philip Morris International (PM) 0.3 $626k 3.5k 177.53
Microstrategy Cl A New (MSTR) 0.2 $579k 1.6k 373.30
Alphabet Cap Stk Cl A (GOOGL) 0.2 $531k 3.0k 175.84
Select Sector Spdr Tr Technology (XLK) 0.2 $518k 2.1k 250.97
Ge Aerospace Com New (GE) 0.2 $490k 2.0k 249.02
Ge Vernova (GEV) 0.2 $470k 928.00 506.00
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $447k 10k 42.86
Meta Platforms Cl A (META) 0.2 $445k 618.00 719.22
Cisco Systems (CSCO) 0.2 $424k 6.1k 69.10
Nrg Energy Com New (NRG) 0.2 $423k 2.7k 155.96
JPMorgan Chase & Co. (JPM) 0.2 $414k 1.4k 290.41
Robinhood Mkts Com Cl A (HOOD) 0.2 $410k 4.4k 92.33
Howmet Aerospace (HWM) 0.2 $407k 2.3k 176.22
Roblox Corp Cl A (RBLX) 0.2 $392k 3.9k 100.65
Costco Wholesale Corporation (COST) 0.2 $387k 392.00 985.96
Exxon Mobil Corporation (XOM) 0.2 $384k 3.5k 109.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $361k 737.00 489.61
Visa Com Cl A (V) 0.1 $351k 987.00 355.47
At&t (T) 0.1 $350k 12k 28.88
Vistra Energy (VST) 0.1 $328k 1.8k 185.10
Doordash Cl A (DASH) 0.1 $326k 1.4k 238.01
Cardinal Health (CAH) 0.1 $316k 1.9k 164.40
Jabil Circuit (JBL) 0.1 $316k 1.5k 216.14
Sea Sponsord Ads (SE) 0.1 $313k 2.1k 150.50
Applovin Corp Com Cl A (APP) 0.1 $313k 929.00 336.69
Bank of New York Mellon Corporation (BK) 0.1 $310k 3.4k 90.65
Johnson Ctls Intl SHS (JCI) 0.1 $304k 2.9k 104.67
Amphenol Corp Cl A (APH) 0.1 $304k 3.1k 97.39
Deutsche Bank A G Namen Akt (DB) 0.1 $302k 11k 28.71
Snowflake Cl A (SNOW) 0.1 $299k 1.4k 215.97
Verona Pharma Sponsored Ads (VRNA) 0.1 $297k 3.3k 90.48
Take-Two Interactive Software (TTWO) 0.1 $295k 1.2k 240.10
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $292k 7.2k 40.44
Spotify Technology S A SHS (SPOT) 0.1 $291k 403.00 722.35
Mosaic (MOS) 0.1 $291k 7.9k 36.78
EQT Corporation (EQT) 0.1 $291k 5.2k 55.72
Tapestry (TPR) 0.1 $291k 3.3k 86.94
Zscaler Incorporated (ZS) 0.1 $287k 935.00 307.32
Mp Materials Corp Com Cl A (MP) 0.1 $287k 9.1k 31.49
Carvana Cl A (CVNA) 0.1 $286k 844.00 338.26
Crowdstrike Hldgs Cl A (CRWD) 0.1 $281k 571.00 492.07
Verisign (VRSN) 0.1 $275k 951.00 289.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $274k 968.00 283.00
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $273k 3.4k 80.17
Chevron Corporation (CVX) 0.1 $272k 1.9k 145.57
Vanguard Index Fds Growth Etf (VUG) 0.1 $261k 601.00 433.97
United Parcel Service CL B (UPS) 0.1 $246k 2.4k 104.47
Truist Financial Corp equities (TFC) 0.1 $229k 5.2k 44.20
Mastercard Incorporated Cl A (MA) 0.1 $219k 387.00 564.61
Yum! Brands (YUM) 0.1 $214k 1.4k 150.37
Wal-Mart Stores (WMT) 0.1 $208k 2.1k 98.24
3M Company (MMM) 0.1 $207k 1.3k 153.81
McDonald's Corporation (MCD) 0.1 $202k 679.00 297.49
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.0 $51k 12k 4.32