Yoffe Investment Management

Yoffe Investment Management as of Dec. 31, 2024

Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 121 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) 5.1 $3.5M 18k 193.69
Vanguard Index Fds Total Stk Mkt (VTI) 3.8 $2.6M 13k 204.58
International Business Machines (IBM) 3.8 $2.6M 13k 196.92
Microsoft Corporation (MSFT) 2.6 $1.8M 5.0k 354.47
Honeywell International (HON) 2.5 $1.7M 8.8k 197.18
Wal-Mart Stores (WMT) 2.5 $1.7M 32k 53.38
Procter & Gamble Company (PG) 2.5 $1.7M 11k 150.57
Apple (AAPL) 2.3 $1.6M 7.2k 214.62
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $1.4M 9.0k 157.59
JPMorgan Chase & Co. (JPM) 1.9 $1.3M 6.8k 196.52
Vanguard Index Fds Extend Mkt Etf (VXF) 1.8 $1.3M 12k 103.93
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.6 $1.1M 25k 41.99
UnitedHealth (UNH) 1.5 $1.0M 2.4k 427.15
CSX Corporation (CSX) 1.5 $1.0M 32k 32.27
Travelers Companies (TRV) 1.4 $960k 5.0k 192.50
Caterpillar (CAT) 1.4 $957k 3.4k 281.12
Home Depot (HD) 1.3 $865k 2.8k 308.81
Visa Com Cl A (V) 1.2 $852k 3.4k 248.00
American Express Company (AXP) 1.2 $832k 3.9k 216.17
Goldman Sachs (GS) 1.2 $799k 1.9k 416.98
Bank of New York Mellon Corporation (BK) 1.1 $784k 10k 76.83
Ishares Tr Latn Amer 40 Etf (ILF) 1.1 $774k 50k 15.55
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 1.1 $752k 16k 45.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $746k 1.4k 538.96
Merck & Co (MRK) 1.1 $735k 8.9k 82.42
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $731k 14k 52.35
McDonald's Corporation (MCD) 1.1 $721k 3.1k 234.06
Cisco Systems (CSCO) 1.0 $707k 17k 42.94
Spdr Index Shs Fds S&p China Etf (GXC) 1.0 $692k 14k 50.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $686k 27k 25.86
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $664k 30k 22.18
Franklin Templeton Etf Tr Franklin Asia (FLAX) 0.9 $623k 42k 14.90
Ge Aerospace Com New (GE) 0.9 $615k 3.7k 166.79
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $597k 8.0k 74.86
Verizon Communications (VZ) 0.9 $591k 23k 26.31
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.9 $590k 16k 36.44
Philip Morris International (PM) 0.9 $590k 4.9k 120.35
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.9 $586k 14k 41.36
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 15k 38.38
Union Pacific Corporation (UNP) 0.8 $547k 2.4k 228.04
Johnson & Johnson (JNJ) 0.8 $542k 5.2k 105.11
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $527k 19k 27.78
Coca-Cola Company (KO) 0.8 $524k 13k 39.66
Spdr Ser Tr Portfli High Yld (SPHY) 0.8 $515k 29k 17.51
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.7 $498k 12k 43.33
Walt Disney Company (DIS) 0.7 $484k 6.5k 73.92
Spdr Ser Tr Bloomberg High Y (JNK) 0.7 $468k 6.8k 69.31
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 22k 20.50
Boeing Company (BA) 0.7 $447k 3.4k 133.22
Exxon Mobil Corporation (XOM) 0.6 $431k 4.0k 107.57
Chevron Corporation (CVX) 0.6 $430k 4.3k 99.97
Ishares Msci Em Asia Etf (EEMA) 0.6 $429k 11k 40.43
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.6 $427k 6.3k 68.35
Invesco India Exchange-trade India Etf (PIN) 0.6 $423k 31k 13.44
3M Company (MMM) 0.6 $420k 4.9k 86.11
Ishares Msci Japn Smcetf (SCJ) 0.6 $412k 11k 37.85
Ishares Core Msci Emkt (IEMG) 0.6 $407k 14k 28.98
Ishares Tr China Lg-cap Etf (FXI) 0.6 $400k 26k 15.64
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.6 $399k 25k 16.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $385k 61k 6.36
International Paper Company (IP) 0.6 $378k 7.0k 53.82
Amgen (AMGN) 0.5 $366k 2.1k 174.11
Vaneck Etf Trust Africa Index Etf (AFK) 0.5 $362k 43k 8.48
Essex Property Trust (ESS) 0.5 $358k 2.3k 154.75
Ishares Msci Pac Jp Etf (EPP) 0.5 $358k 16k 22.01
Intel Corporation (INTC) 0.5 $357k 25k 14.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $352k 26k 13.69
Ishares Tr Msci India Etf (INDA) 0.5 $350k 14k 24.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $339k 14k 24.74
Franklin Templeton Etf Tr Franklin India (FLIN) 0.5 $332k 20k 16.88
Elme Communities Sh Ben Int (ELME) 0.5 $331k 28k 11.98
Nike CL B (NKE) 0.5 $330k 6.2k 52.80
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.5 $330k 44k 7.55
PPL Corporation (PPL) 0.5 $328k 11k 30.67
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.5 $326k 23k 14.03
Dow (DOW) 0.5 $326k 12k 27.01
Marsh & McLennan Companies (MMC) 0.5 $319k 1.5k 212.41
salesforce (CRM) 0.5 $313k 1.8k 173.56
Ge Vernova (GEV) 0.4 $303k 921.00 328.93
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA) 0.4 $300k 35k 8.53
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $298k 12k 25.29
Prologis (PLD) 0.4 $295k 2.8k 105.70
Ishares Msci Jpn Etf New (EWJ) 0.4 $274k 9.5k 28.85
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.4 $271k 128.00 2113.02
Raytheon Technologies Corp (RTX) 0.4 $269k 3.1k 87.26
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $259k 8.1k 31.93
Altria (MO) 0.4 $256k 4.9k 52.29
Kimco Realty Corporation (KIM) 0.4 $254k 16k 15.72
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 14k 17.09
Ishares Tr Msci China Etf (MCHI) 0.4 $241k 13k 19.30
Citigroup Com New (C) 0.3 $235k 3.3k 70.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $234k 16k 14.46
Ishares Tr Msci Eafe Etf (EFA) 0.3 $232k 7.3k 31.81
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $229k 8.7k 26.24
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $228k 5.6k 40.85
Ishares Tr Mbs Etf (MBB) 0.3 $225k 4.3k 52.79
Ishares Tr Europe Etf (IEV) 0.3 $225k 10k 22.01
Ishares Tr Core Msci Euro (IEUR) 0.3 $224k 9.9k 22.69
Fortune Brands (FBIN) 0.3 $223k 3.3k 68.33
Vornado Rlty Tr Sh Ben Int (VNO) 0.3 $222k 9.6k 23.20
UMH Properties (UMH) 0.3 $219k 23k 9.44
At&t (T) 0.3 $213k 9.3k 22.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $212k 14k 14.77
Marriott Intl Cl A (MAR) 0.3 $206k 740.00 278.94
Mondelez Intl Cl A (MDLZ) 0.3 $205k 3.4k 59.73
Ishares Msci Cda Etf (EWC) 0.3 $196k 15k 13.24
Ishares Tr Global Reit Etf (REET) 0.2 $164k 18k 8.95
Haleon Spon Ads (HLN) 0.2 $163k 17k 9.54
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $158k 11k 14.47
Ishares Tr Intl Dev Re Etf (IFGL) 0.2 $143k 20k 7.19
Urban Edge Pptys (UE) 0.2 $123k 10k 11.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $118k 24k 4.96
Paramount Global Class B Com (PARA) 0.2 $116k 11k 10.46
Walgreen Boots Alliance 0.1 $102k 19k 5.32
Ford Motor Company (F) 0.1 $101k 10k 9.90
Jbg Smith Properties (JBGS) 0.1 $94k 11k 8.55