Yoffe Investment Management

Yoffe Investment Management as of March 31, 2026

Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 111 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Small-cap Indexfund Etf Shares Uie (VB) 4.8 $3.8M 14k 261.92
International Business Machines (IBM) 3.6 $2.8M 12k 242.39
Vanguard Total Stock Market Index Fund Etf Shares Uie (VTI) 3.3 $2.6M 8.1k 320.83
Wal-Mart Stores (WMT) 3.0 $2.3M 19k 124.28
Caterpillar (CAT) 2.4 $1.9M 2.6k 708.51
Honeywell International (HON) 2.2 $1.7M 7.7k 226.04
JPMorgan Chase & Co. (JPM) 2.1 $1.6M 5.6k 294.18
Apple (AAPL) 2.0 $1.6M 6.2k 253.80
Microsoft Corporation (MSFT) 2.0 $1.6M 4.2k 370.16
Vanguard Mid-cap Index Fund Etf Shares Uie (VO) 2.0 $1.5M 5.3k 287.16
Procter & Gamble Company (PG) 1.9 $1.5M 10k 144.44
Vanguard Extended Marketindex Fund Etf Shares Uie (VXF) 1.7 $1.4M 6.6k 205.80
Ishares Latin America 40etf Uie (ILF) 1.7 $1.3M 37k 35.52
CSX Corporation (CSX) 1.7 $1.3M 32k 41.05
Bank of New York Mellon Corporation (BK) 1.6 $1.2M 10k 118.63
Goldman Sachs (GS) 1.5 $1.2M 1.4k 845.96
Travelers Companies (TRV) 1.5 $1.2M 4.0k 291.66
Vanguard Emerging Markets Government Bond Index Fund Etf Shares Uie (VWOB) 1.4 $1.1M 17k 65.69
General Electric (GE) 1.3 $1.0M 3.7k 283.77
Jpmorgan Betabuilders Canada Etf Uie (BBCA) 1.3 $991k 11k 94.06
Cisco Systems (CSCO) 1.2 $928k 12k 77.59
Johnson & Johnson (JNJ) 1.2 $916k 3.7k 244.44
Schwab International Small-cap Equity Etf Uie (SCHC) 1.2 $909k 19k 46.74
Merck & Co (MRK) 1.1 $883k 7.3k 120.29
State Street Spdr S&p China Etf Uie (GXC) 1.1 $851k 9.1k 93.12
American Express Company (AXP) 1.1 $847k 2.8k 302.50
Franklin Ftse Asia Ex Japan Etf Uie (FLAX) 1.1 $839k 27k 30.56
Vanguard S&p 500 Etf Uie (VOO) 1.0 $817k 1.4k 597.72
Visa (V) 1.0 $815k 2.7k 302.21
Philip Morris International (PM) 1.0 $810k 4.9k 165.34
Ge Vernova (GEV) 1.0 $804k 921.00 872.90
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Uie (EMB) 1.0 $777k 8.3k 93.93
McDonald's Corporation (MCD) 1.0 $772k 2.5k 310.82
Schwab U.s. Small-cap Etf Uie (SCHA) 1.0 $772k 27k 29.08
Jpmorgan Betabuilders Europe Etf Uie (BBEU) 1.0 $771k 11k 72.41
Intel Corporation (INTC) 1.0 $767k 17k 44.13
Vanguard Ftse Europe Etf Uie (VGK) 1.0 $764k 9.3k 82.43
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf Shares Uie (VSS) 1.0 $760k 5.2k 145.79
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Adr (GSK) 1.0 $754k 14k 55.19
Verizon Communications (VZ) 1.0 $743k 15k 50.20
Home Depot (HD) 0.9 $732k 2.2k 328.83
Ishares Core Msci Pacific Etf Uie (IPAC) 0.9 $710k 9.3k 76.51
Vanguard Ftse Pacific Index Fund Etf Shares Uie (VPL) 0.9 $685k 7.0k 97.72
Exxon Mobil Corporation (XOM) 0.9 $682k 4.0k 169.66
Coca-Cola Company (KO) 0.8 $641k 8.4k 76.05
Simon Ppty Group Inc Newreit Ret (SPG) 0.8 $631k 3.4k 186.53
Chevron Corporation (CVX) 0.8 $606k 2.9k 206.87
Franklin Ftse Canada Etf Uie (FLCA) 0.8 $603k 12k 48.94
Vaneck Africa Index Etf Uie (AFK) 0.8 $603k 23k 25.75
Berkshire Hathaway (BRK.B) 0.8 $595k 1.2k 479.20
Vanguard Global Ex-u.s. Real Estate Index Fund Etf Shares Uie (VNQI) 0.8 $594k 13k 44.45
Union Pacific Corporation (UNP) 0.7 $582k 2.4k 242.62
Ishares Msci Emerging Markets Asia Etf Uie (EEMA) 0.7 $574k 6.0k 95.73
UnitedHealth (UNH) 0.7 $557k 2.1k 270.59
Ishares Msci Japan Small-cap Etf Uie (SCJ) 0.7 $547k 5.6k 97.08
Ishares Core Msci Emerging Markets Etf Uie (IEMG) 0.7 $544k 7.8k 69.75
State Street Spdr Portfolio High Yield Bond Etf Uie (SPHY) 0.7 $532k 23k 23.32
State Street Spdr S&p Emerging Asia Pacific Etf Uie (GMF) 0.6 $505k 3.7k 136.14
Boeing Company (BA) 0.6 $503k 2.5k 199.03
Amgen (AMGN) 0.6 $495k 1.4k 351.73
AFLAC Incorporated (AFL) 0.6 $493k 4.5k 109.71
Ishares China Large-cap Etf Uie (FXI) 0.6 $475k 13k 35.90
3M Company (MMM) 0.6 $472k 3.3k 145.23
Franklin Ftse Latin America Etf Uie (FLLA) 0.6 $472k 17k 28.28
State Street Spdr Bloomberg High Yield Bond Etf Uie (JNK) 0.6 $470k 4.9k 95.72
Vanguard Ftse Developed Markets Index Fund Etf Shares Uie (VEA) 0.6 $454k 7.1k 64.08
Raytheon Technologies Corp (RTX) 0.6 $449k 2.3k 192.93
Schwab Emerging Markets Equity Etf Uie (SCHE) 0.6 $436k 13k 32.95
Ishares Msci Pacific Ex Japan Etf Uie (EPP) 0.6 $434k 8.2k 53.14
Walt Disney Company (DIS) 0.5 $419k 4.3k 96.38
Ishares J.p. Morgan Em High Yield Bond Etf Uie (EMHY) 0.5 $414k 11k 39.38
Franklin Ftse Japan Etf Uie (FLJP) 0.5 $413k 11k 36.18
Schwab U.s. Large-cap Growth Etf Uie (SCHG) 0.5 $403k 14k 29.13
PPL Corporation (PPL) 0.5 $386k 10k 38.20
Citigroup (C) 0.5 $378k 3.3k 113.41
Jpmorgan Betabuilders Japan Etf Uie (BBJP) 0.5 $374k 5.4k 68.91
Prologis Inc Reit Ret (PLD) 0.5 $369k 2.8k 132.18
Ishares Msci All Countryasia Ex Japan Etf Uie (AAXJ) 0.4 $346k 3.6k 96.29
Ishares Msci Japan Etf Uie (EWJ) 0.4 $345k 4.1k 84.44
Dow (DOW) 0.4 $340k 8.2k 41.65
Invesco India Etf Uie (IMVP) 0.4 $337k 16k 20.53
Vaneck Emerging Markets High Yield Bond Etf Uie (HYEM) 0.4 $334k 17k 19.73
Altria (MO) 0.4 $323k 4.9k 65.99
State Street Spdr Portfolio Developed World Ex-us Etf Uie (SPDW) 0.4 $312k 6.8k 45.65
Ishares Msci India Etf Uie (INDA) 0.4 $312k 6.7k 46.84
Essex Ppty Tr Inc Reit Ret (ESS) 0.4 $304k 1.3k 242.10
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP) 0.4 $299k 6.4k 47.00
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uie (VWO) 0.4 $299k 5.5k 54.05
Ishares Msci Eafe Etf Uie (EFA) 0.4 $298k 3.1k 97.13
Ishares Europe Etf Uie (IEV) 0.4 $294k 4.3k 67.94
Ishares Core Msci Europeetf Uie (IEUR) 0.4 $292k 4.1k 70.27
Franklin Ftse India Etf Uie (FLIN) 0.4 $291k 8.8k 33.22
Ishares Msci China Etf Uie (MCHI) 0.4 $289k 5.1k 56.18
Bank of America Corporation (BAC) 0.3 $272k 5.6k 48.75
At&t (T) 0.3 $271k 9.4k 28.99
Ishares Msci Canada Etf Uie (EWC) 0.3 $267k 4.9k 54.79
Ishares Msci Eafe Growthetf Uie (EFG) 0.3 $263k 2.4k 111.37
Marsh & McLennan Companies (MRSH) 0.3 $260k 1.5k 173.45
International Paper Company (IP) 0.3 $251k 7.0k 35.70
Kimco Rlty Corp Reit Ret (KIM) 0.3 $246k 11k 22.47
Marriott International (MAR) 0.3 $242k 740.00 327.07
First Citizens BancShares (FCNCA) 0.3 $241k 128.00 1884.66
Vanguard Mortgage-backedsecurities Index Fund Etf Shares Uie (VMBS) 0.3 $237k 5.1k 46.95
Ishares Mbs Etf Uie (MBB) 0.3 $233k 2.5k 94.95
Nike (NKE) 0.3 $231k 4.4k 52.81
Abbvie (ABBV) 0.3 $221k 1.0k 217.49
Vanguard Total International Bond Indexfund Etf Shares Uie (BNDX) 0.3 $208k 4.3k 48.05
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN) 0.2 $171k 17k 10.01
Umh Pptys Inc Reit Ret (UMH) 0.2 $168k 12k 14.43
Ford Motor Company (F) 0.2 $118k 10k 11.54
Elme Communities Reit Reit Ret (ELME) 0.1 $44k 22k 2.01