Yoffe Investment Management

Yoffe Investment Management as of March 31, 2025

Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 112 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
Vanguard Index Fds Small Cp Etf (VB) 4.7 $3.2M 15k 221.75
International Business Machines (IBM) 4.3 $2.9M 12k 248.66
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $2.4M 8.9k 274.85
Procter & Gamble Company (PG) 2.5 $1.7M 10k 170.42
Wal-Mart Stores (WMT) 2.4 $1.6M 19k 87.79
Honeywell International (HON) 2.4 $1.6M 7.7k 211.76
Microsoft Corporation (MSFT) 2.3 $1.6M 4.2k 375.47
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $1.4M 5.3k 258.65
Apple (AAPL) 2.0 $1.4M 6.2k 222.16
JPMorgan Chase & Co. (JPM) 2.0 $1.4M 5.5k 245.30
Vanguard Index Fds Extend Mkt Etf (VXF) 1.7 $1.1M 6.6k 172.26
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.6 $1.1M 17k 64.20
UnitedHealth (UNH) 1.6 $1.1M 2.1k 523.84
Travelers Companies (TRV) 1.5 $1.1M 4.0k 264.51
Visa Com Cl A (V) 1.4 $945k 2.7k 350.51
CSX Corporation (CSX) 1.4 $935k 32k 29.43
Ishares Tr Latn Amer 40 Etf (ILF) 1.3 $872k 37k 23.55
Caterpillar (CAT) 1.3 $870k 2.6k 329.82
Bank of New York Mellon Corporation (BK) 1.3 $856k 10k 83.87
Home Depot (HD) 1.2 $815k 2.2k 366.65
Spdr Index Shs Fds S&p China Etf (GXC) 1.2 $784k 9.1k 86.00
Philip Morris International (PM) 1.1 $778k 4.9k 158.73
McDonald's Corporation (MCD) 1.1 $776k 2.5k 312.40
Goldman Sachs (GS) 1.1 $763k 1.4k 546.66
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 1.1 $763k 11k 71.56
American Express Company (AXP) 1.1 $755k 2.8k 269.06
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $745k 8.2k 90.60
Cisco Systems (CSCO) 1.1 $738k 12k 61.71
Ge Aerospace Com New (GE) 1.1 $738k 3.7k 200.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $712k 1.4k 514.06
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $694k 19k 35.88
Verizon Communications (VZ) 1.0 $671k 15k 45.36
Merck & Co (MRK) 1.0 $663k 7.4k 89.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $661k 1.2k 532.58
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 1.0 $658k 11k 61.83
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $649k 9.2k 70.21
Franklin Templeton Etf Tr Franklin Asia (FLAX) 0.9 $643k 27k 23.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $622k 27k 23.43
Johnson & Johnson (JNJ) 0.9 $622k 3.7k 165.88
Coca-Cola Company (KO) 0.9 $603k 8.4k 71.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $603k 5.2k 115.60
Ishares Tr Core Msci Pac (IPAC) 0.8 $573k 9.2k 62.24
Union Pacific Corporation (UNP) 0.8 $567k 2.4k 236.24
Simon Property (SPG) 0.8 $562k 3.4k 166.08
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $539k 13k 40.46
GSK Sponsored Adr (GSK) 0.8 $529k 14k 38.74
Spdr Ser Tr Portfli High Yld (SPHY) 0.8 $517k 22k 23.42
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.7 $508k 7.0k 72.47
AFLAC Incorporated (AFL) 0.7 $500k 4.5k 111.19
Chevron Corporation (CVX) 0.7 $497k 3.0k 167.34
3M Company (MMM) 0.7 $477k 3.3k 146.86
Exxon Mobil Corporation (XOM) 0.7 $477k 4.0k 118.93
Ishares Tr China Lg-cap Etf (FXI) 0.7 $471k 13k 35.84
Spdr Ser Tr Bloomberg High Y (JNK) 0.7 $467k 4.9k 95.32
Franklin Templeton Etf Tr Ftse Canada (FLCA) 0.7 $459k 12k 37.22
Ishares Msci Em Asia Etf (EEMA) 0.7 $444k 6.0k 74.07
Amgen (AMGN) 0.6 $438k 1.4k 311.66
Ishares Msci Japn Smcetf (SCJ) 0.6 $432k 5.6k 76.73
Boeing Company (BA) 0.6 $431k 2.5k 170.55
Walt Disney Company (DIS) 0.6 $429k 4.3k 98.70
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.6 $428k 3.7k 115.68
Ishares Core Msci Emkt (IEMG) 0.6 $421k 7.8k 53.97
Invesco India Exchange-trade India Etf (PIN) 0.6 $410k 16k 25.01
Vaneck Etf Trust Africa Index Etf (AFK) 0.6 $407k 23k 17.39
Intel Corporation (INTC) 0.6 $404k 18k 22.71
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.6 $402k 11k 38.23
Essex Property Trust (ESS) 0.6 $385k 1.3k 306.69
Elme Communities Sh Ben Int (ELME) 0.6 $378k 22k 17.40
International Paper Company (IP) 0.6 $375k 7.0k 53.35
Marsh & McLennan Companies 0.5 $366k 1.5k 244.03
PPL Corporation (PPL) 0.5 $365k 10k 36.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $365k 13k 27.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $360k 7.1k 50.83
Ishares Msci Pac Jp Etf (EPP) 0.5 $360k 8.2k 44.10
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $346k 14k 25.04
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA) 0.5 $345k 18k 19.43
Ishares Tr Msci India Etf (INDA) 0.5 $343k 6.7k 51.48
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.5 $336k 11k 29.40
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.5 $333k 17k 19.65
Franklin Templeton Etf Tr Franklin India (FLIN) 0.5 $323k 8.8k 36.84
Prologis (PLD) 0.5 $313k 2.8k 111.79
Raytheon Technologies Corp (RTX) 0.5 $308k 2.3k 132.50
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $304k 5.4k 56.13
Altria (MO) 0.4 $294k 4.9k 60.02
Dow (DOW) 0.4 $284k 8.1k 34.92
Ge Vernova (GEV) 0.4 $281k 921.00 305.28
Ishares Tr Msci China Etf (MCHI) 0.4 $280k 5.1k 54.40
Ishares Msci Jpn Etf New (EWJ) 0.4 $280k 4.1k 68.56
Nike CL B (NKE) 0.4 $277k 4.4k 63.49
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.4 $266k 3.6k 74.00
At&t (T) 0.4 $264k 9.3k 28.28
Ishares Tr Europe Etf (IEV) 0.4 $252k 4.3k 58.20
salesforce (CRM) 0.4 $251k 936.00 268.50
Ishares Tr Msci Eafe Etf (EFA) 0.4 $251k 3.1k 81.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $250k 5.5k 45.26
Ishares Tr Core Msci Euro (IEUR) 0.4 $250k 4.1k 60.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $249k 6.8k 36.41
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.3 $237k 128.00 1854.12
Citigroup Com New (C) 0.3 $237k 3.3k 70.99
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $236k 2.4k 100.00
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $234k 5.1k 46.31
Bank of America Corporation (BAC) 0.3 $233k 5.6k 41.73
Mondelez Intl Cl A (MDLZ) 0.3 $232k 3.4k 67.85
Kimco Realty Corporation (KIM) 0.3 $231k 11k 21.24
Ishares Tr Mbs Etf (MBB) 0.3 $231k 2.5k 93.78
UMH Properties (UMH) 0.3 $217k 12k 18.70
BP Sponsored Adr (BP) 0.3 $215k 6.4k 33.79
Abbvie (ABBV) 0.3 $213k 1.0k 209.52
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $211k 4.3k 48.82
Haleon Spon Ads (HLN) 0.3 $176k 17k 10.29
Walgreen Boots Alliance 0.2 $122k 11k 11.17
Ford Motor Company (F) 0.2 $103k 10k 10.03