Yeomans Consulting Group

Yeomans Consulting Group as of Sept. 30, 2025

Portfolio Holdings for Yeomans Consulting Group

Yeomans Consulting Group holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 10.8 $31M 101k 309.04
Ishares Gold Tr Ishares New (IAU) 9.2 $27M 364k 72.88
Vanguard Bd Index Fds Intermed Term (BIV) 6.6 $19M 244k 78.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.2 $18M 30k 603.25
Ishares Tr Msci Emg Mkt Etf (EEM) 5.4 $16M 292k 53.82
Ishares Tr Msci Usa Mmentm (MTUM) 5.3 $15M 60k 255.90
Ishares Tr Msci Eafe Etf (EFA) 5.2 $15M 159k 94.14
Pacer Fds Tr Us Lrg Cp Cash (COWG) 5.0 $15M 399k 36.46
Dimensional Etf Trust Intl Small Cap V (DISV) 3.9 $11M 319k 35.79
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 3.2 $9.2M 372k 24.63
Dimensional Etf Trust Internatnal Val (DFIV) 3.1 $9.0M 194k 46.28
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.6 $7.6M 362k 20.91
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.5 $7.1M 140k 50.90
Ishares Tr Msci Eafe Min Vl (EFAV) 2.4 $6.9M 81k 85.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $5.4M 109k 49.99
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.7 $4.9M 109k 44.73
Coca-Cola Company (KO) 1.6 $4.6M 69k 66.78
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $3.7M 39k 94.97
Dimensional Etf Trust Intl High Profit (DIHP) 1.2 $3.5M 114k 30.68
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $3.2M 65k 50.03
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.1 $3.1M 46k 66.80
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $2.8M 8.5k 329.31
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $2.5M 24k 106.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.9 $2.5M 30k 84.07
Apple (AAPL) 0.7 $2.1M 8.4k 255.45
Ishares Tr Select Divid Etf (DVY) 0.7 $2.1M 15k 142.34
Microsoft Corporation (MSFT) 0.7 $1.9M 3.7k 519.71
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.6 $1.8M 58k 30.83
Home Depot (HD) 0.6 $1.7M 4.2k 397.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.6M 2.3k 668.45
NVIDIA Corporation (NVDA) 0.5 $1.3M 7.2k 187.24
Ishares Tr Us Consum Discre (IYC) 0.4 $1.2M 12k 104.70
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.2M 6.2k 197.21
Ishares Tr U.s. Finls Etf (IYF) 0.4 $1.2M 9.7k 124.96
Broadcom (AVGO) 0.4 $1.2M 3.6k 333.39
Spdr Series Trust Nuveen Ice High (HYMB) 0.4 $1.2M 48k 24.88
Ishares Tr Us Telecom Etf (IYZ) 0.4 $1.2M 36k 32.51
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $1.2M 23k 50.79
Applovin Corp Com Cl A (APP) 0.3 $985k 1.4k 704.09
Netflix (NFLX) 0.3 $741k 633.00 1170.90
Southern Company (SO) 0.3 $726k 7.7k 94.80
Alphabet Cap Stk Cl A (GOOGL) 0.2 $722k 2.9k 244.90
Amazon (AMZN) 0.2 $683k 3.1k 220.63
Oracle Corporation (ORCL) 0.2 $668k 2.3k 289.01
Ge Aerospace Com New (GE) 0.2 $617k 2.0k 300.88
Select Sector Spdr Tr Technology (XLK) 0.2 $578k 2.0k 284.62
International Business Machines (IBM) 0.2 $578k 2.0k 286.49
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $502k 12k 43.13
Tesla Motors (TSLA) 0.2 $495k 1.1k 459.46
Palantir Technologies Cl A (PLTR) 0.2 $488k 2.6k 184.95
Astera Labs (ALAB) 0.2 $488k 2.5k 194.50
Meta Platforms Cl A (META) 0.2 $487k 679.00 717.34
Robinhood Mkts Com Cl A (HOOD) 0.2 $483k 3.5k 139.14
Newmont Mining Corporation (NEM) 0.2 $481k 5.6k 85.95
Western Digital (WDC) 0.2 $479k 3.7k 130.59
Lam Research Corp Com New (LRCX) 0.2 $476k 3.3k 142.79
Tapestry (TPR) 0.2 $471k 4.1k 113.83
Corning Incorporated (GLW) 0.2 $471k 5.7k 83.12
Quantumscape Corp Com Cl A (QS) 0.2 $470k 32k 14.59
eBay (EBAY) 0.2 $463k 5.3k 87.58
Jumia Technologies Sponsored Ads (JMIA) 0.2 $461k 39k 11.80
Sofi Technologies (SOFI) 0.2 $460k 18k 25.76
Cisco Systems (CSCO) 0.2 $458k 6.7k 68.75
Alnylam Pharmaceuticals (ALNY) 0.2 $453k 984.00 460.65
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $453k 1.8k 256.84
IDEXX Laboratories (IDXX) 0.2 $450k 725.00 620.11
Rocket Lab Corp (RKLB) 0.2 $449k 9.4k 47.97
Roblox Corp Cl A (RBLX) 0.2 $448k 3.3k 134.07
Ge Vernova (GEV) 0.2 $436k 720.00 606.15
JPMorgan Chase & Co. (JPM) 0.2 $435k 1.4k 310.71
Goldman Sachs (GS) 0.1 $414k 527.00 785.51
Arista Networks Com Shs (ANET) 0.1 $400k 2.7k 149.27
Doordash Cl A (DASH) 0.1 $382k 1.4k 267.64
Exxon Mobil Corporation (XOM) 0.1 $381k 3.4k 111.99
Bank of New York Mellon Corporation (BK) 0.1 $379k 3.5k 106.83
Amphenol Corp Cl A (APH) 0.1 $378k 3.0k 124.66
Warner Bros Discovery Com Ser A (WBD) 0.1 $367k 19k 19.35
Deutsche Bank A G Namen Akt (DB) 0.1 $360k 10k 35.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $359k 721.00 498.20
Ast Spacemobile Com Cl A (ASTS) 0.1 $351k 6.2k 56.94
Lumentum Hldgs (LITE) 0.1 $349k 2.0k 171.40
Reddit Cl A (RDDT) 0.1 $342k 1.7k 202.60
Mp Materials Corp Com Cl A (MP) 0.1 $341k 5.0k 67.63
Futu Hldgs Spon Ads Cl A (FUTU) 0.1 $337k 1.9k 176.43
Tencent Music Entmt Group Spon Ads (TME) 0.1 $337k 15k 23.12
At&t (T) 0.1 $331k 12k 27.55
Costco Wholesale Corporation (COST) 0.1 $313k 341.00 917.34
Chevron Corporation (CVX) 0.1 $297k 1.9k 154.58
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $294k 3.6k 80.96
Lowe's Companies (LOW) 0.1 $289k 1.2k 247.99
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $272k 925.00 293.88
Visa Com Cl A (V) 0.1 $231k 663.00 347.83
Mastercard Incorporated Cl A (MA) 0.1 $225k 392.00 573.77
Truist Financial Corp equities (TFC) 0.1 $223k 4.9k 45.57
Vanguard Index Fds Growth Etf (VUG) 0.1 $223k 462.00 481.86
Yum! Brands (YUM) 0.1 $217k 1.4k 153.19
3M Company (MMM) 0.1 $209k 1.3k 156.00
Parker-Hannifin Corporation (PH) 0.1 $205k 271.00 755.22
McDonald's Corporation (MCD) 0.1 $203k 676.00 300.52