Yoffe Investment Management

Yoffe Investment Management as of Dec. 31, 2024

Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 114 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
Vanguard Index Fds Small Cp Etf (VB) 5.2 $3.5M 15k 240.27
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $2.6M 8.9k 289.83
International Business Machines (IBM) 3.8 $2.6M 12k 219.83
Microsoft Corporation (MSFT) 2.6 $1.8M 4.2k 421.49
Honeywell International (HON) 2.6 $1.7M 7.7k 225.90
Wal-Mart Stores (WMT) 2.5 $1.7M 19k 90.35
Procter & Gamble Company (PG) 2.5 $1.7M 10k 167.65
Apple (AAPL) 2.3 $1.6M 6.2k 250.41
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $1.4M 5.3k 264.11
JPMorgan Chase & Co. (JPM) 2.0 $1.3M 5.5k 239.70
Vanguard Index Fds Extend Mkt Etf (VXF) 1.9 $1.3M 6.6k 189.97
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.6 $1.1M 17k 63.15
UnitedHealth (UNH) 1.5 $1.0M 2.1k 505.89
CSX Corporation (CSX) 1.5 $1.0M 32k 32.27
Travelers Companies (TRV) 1.4 $960k 4.0k 240.88
Caterpillar (CAT) 1.4 $957k 2.6k 362.79
Home Depot (HD) 1.3 $865k 2.2k 388.92
Visa Com Cl A (V) 1.3 $852k 2.7k 316.07
American Express Company (AXP) 1.2 $832k 2.8k 296.81
Goldman Sachs (GS) 1.2 $799k 1.4k 572.60
Bank of New York Mellon Corporation (BK) 1.2 $784k 10k 76.83
Ishares Tr Latn Amer 40 Etf (ILF) 1.1 $774k 37k 20.91
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 1.1 $752k 11k 70.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $746k 1.4k 538.96
Merck & Co (MRK) 1.1 $735k 7.4k 99.47
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $731k 8.2k 89.04
McDonald's Corporation (MCD) 1.1 $721k 2.5k 289.92
Cisco Systems (CSCO) 1.1 $707k 12k 59.20
Spdr Index Shs Fds S&p China Etf (GXC) 1.0 $692k 9.1k 75.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $686k 27k 25.86
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $664k 19k 34.33
Franklin Templeton Etf Tr Franklin Asia (FLAX) 0.9 $623k 27k 22.72
Ge Aerospace Com New (GE) 0.9 $615k 3.7k 166.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $597k 5.2k 114.48
Verizon Communications (VZ) 0.9 $591k 15k 39.99
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.9 $590k 11k 55.42
Philip Morris International (PM) 0.9 $590k 4.9k 120.35
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.9 $586k 9.2k 63.47
Simon Property (SPG) 0.9 $583k 3.4k 172.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $563k 1.2k 453.28
Ishares Tr Core Msci Pac (IPAC) 0.8 $562k 9.2k 61.10
Union Pacific Corporation (UNP) 0.8 $547k 2.4k 228.04
Johnson & Johnson (JNJ) 0.8 $542k 3.7k 144.62
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $527k 13k 39.56
Coca-Cola Company (KO) 0.8 $524k 8.4k 62.26
Spdr Ser Tr Portfli High Yld (SPHY) 0.8 $515k 22k 23.47
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.7 $498k 7.0k 71.04
Walt Disney Company (DIS) 0.7 $484k 4.3k 111.35
Spdr Ser Tr Bloomberg High Y (JNK) 0.7 $468k 4.9k 95.47
AFLAC Incorporated (AFL) 0.7 $465k 4.5k 103.44
GSK Sponsored Adr (GSK) 0.7 $462k 14k 33.82
Franklin Templeton Etf Tr Ftse Canada (FLCA) 0.7 $451k 12k 36.60
Boeing Company (BA) 0.7 $447k 2.5k 177.00
Exxon Mobil Corporation (XOM) 0.6 $431k 4.0k 107.57
Chevron Corporation (CVX) 0.6 $430k 3.0k 144.86
Ishares Msci Em Asia Etf (EEMA) 0.6 $429k 6.0k 71.65
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.6 $427k 3.7k 115.55
Invesco India Exchange-trade India Etf (PIN) 0.6 $423k 16k 25.77
3M Company (MMM) 0.6 $420k 3.3k 129.07
Ishares Msci Japn Smcetf (SCJ) 0.6 $412k 5.6k 73.15
Ishares Core Msci Emkt (IEMG) 0.6 $407k 7.8k 52.22
Ishares Tr China Lg-cap Etf (FXI) 0.6 $400k 13k 30.44
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.6 $399k 11k 37.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $385k 14k 27.87
International Paper Company (IP) 0.6 $378k 7.0k 53.82
Amgen (AMGN) 0.5 $366k 1.4k 260.55
Vaneck Etf Trust Africa Index Etf (AFK) 0.5 $362k 23k 15.47
Essex Property Trust (ESS) 0.5 $358k 1.3k 285.33
Ishares Msci Pac Jp Etf (EPP) 0.5 $358k 8.2k 43.81
Intel Corporation (INTC) 0.5 $357k 18k 20.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $352k 13k 26.63
Ishares Tr Msci India Etf (INDA) 0.5 $350k 6.7k 52.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $339k 7.1k 47.82
Franklin Templeton Etf Tr Franklin India (FLIN) 0.5 $332k 8.8k 37.90
Elme Communities Sh Ben Int (ELME) 0.5 $331k 22k 15.27
Nike CL B (NKE) 0.5 $330k 4.4k 75.66
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.5 $330k 17k 19.47
PPL Corporation (PPL) 0.5 $328k 10k 32.46
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.5 $326k 11k 28.61
Dow (DOW) 0.5 $326k 8.1k 40.13
Marsh & McLennan Companies (MMC) 0.5 $319k 1.5k 212.41
salesforce (CRM) 0.5 $313k 937.00 334.15
Ge Vernova (GEV) 0.4 $303k 921.00 328.93
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA) 0.4 $300k 18k 16.90
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $298k 5.4k 54.89
Prologis (PLD) 0.4 $295k 2.8k 105.70
Ishares Msci Jpn Etf New (EWJ) 0.4 $274k 4.1k 67.10
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.4 $271k 128.00 2113.02
Raytheon Technologies Corp (RTX) 0.4 $269k 2.3k 115.74
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $259k 3.6k 72.18
Altria (MO) 0.4 $256k 4.9k 52.29
Kimco Realty Corporation (KIM) 0.4 $254k 11k 23.43
Bank of America Corporation (BAC) 0.4 $245k 5.6k 43.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $244k 5.5k 44.04
Ishares Tr Msci China Etf (MCHI) 0.4 $241k 5.1k 46.86
Citigroup Com New (C) 0.3 $235k 3.3k 70.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $234k 6.8k 34.13
Ishares Tr Msci Eafe Etf (EFA) 0.3 $232k 3.1k 75.61
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $229k 5.1k 45.34
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $228k 2.4k 96.83
Ishares Tr Mbs Etf (MBB) 0.3 $225k 2.5k 91.68
Ishares Tr Europe Etf (IEV) 0.3 $225k 4.3k 52.06
Ishares Tr Core Msci Euro (IEUR) 0.3 $224k 4.1k 53.98
Fortune Brands (FBIN) 0.3 $223k 3.3k 68.33
Vornado Rlty Tr Sh Ben Int (VNO) 0.3 $222k 5.3k 42.04
UMH Properties (UMH) 0.3 $219k 12k 18.88
At&t (T) 0.3 $213k 9.3k 22.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $212k 4.3k 49.05
Marriott Intl Cl A (MAR) 0.3 $206k 740.00 278.94
Mondelez Intl Cl A (MDLZ) 0.3 $205k 3.4k 59.73
Haleon Spon Ads (HLN) 0.2 $163k 17k 9.54
Paramount Global Class B Com (PARA) 0.2 $116k 11k 10.46
Walgreen Boots Alliance 0.2 $102k 11k 9.33
Ford Motor Company (F) 0.2 $101k 10k 9.90