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Size ($ in 1000's)
At 12/31/2023: $200,845
At 09/30/2023: $0
Yeomans Consulting Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Yeomans Consulting Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Yeomans Consulting Group Inc. top holdings by largest position size, as per the latest 13f filing made by Yeomans Consulting Group Inc..
In the Yeomans Consulting Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Yeomans Consulting Group Inc. in that top holding, then the share count change between reporting periods, and finally the Yeomans Consulting Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| INVESCO QQQ TR |
82,695 |
+82,695 |
$33,865 | | QQQ | 82,695 | +82,695 | $33,865 | | SPDR SER TR (SPYV) |
474,505 |
+474,505 |
$22,126 | | SPYV | 474,505 | +474,505 | $22,126 | | ISHARES TR (EFA) |
234,879 |
+234,879 |
$17,698 | | EFA | 234,879 | +234,879 | $17,698 | | INVESCO EXCH TRADED FD TR II (BKLN) |
738,957 |
+738,957 |
$15,651 | | BKLN | 738,957 | +738,957 | $15,651 | | VANGUARD INDEX FDS (VUG) |
45,645 |
+45,645 |
$14,190 | | VUG | 45,645 | +45,645 | $14,190 | | ISHARES TR (EFV) |
178,145 |
+178,145 |
$9,281 | | EFV | 178,145 | +178,145 | $9,281 | | DIMENSIONAL ETF TRUST (DFIV) |
262,294 |
+262,294 |
$9,012 | | DFIV | 262,294 | +262,294 | $9,012 | | ISHARES TR (SUB) |
70,172 |
+70,172 |
$7,398 | | SUB | 70,172 | +70,172 | $7,398 | | DIMENSIONAL ETF TRUST (DFSV) |
213,999 |
+213,999 |
$6,232 | | DFSV | 213,999 | +213,999 | $6,232 | | ISHARES GOLD TR (IAU) |
149,322 |
+149,322 |
$5,828 | | IAU | 149,322 | +149,322 | $5,828 | | ISHARES TR (EFAV) |
74,579 |
+74,579 |
$5,171 | | EFAV | 74,579 | +74,579 | $5,171 | | VANGUARD MUN BD FDS (VTEB) |
89,429 |
+89,429 |
$4,565 | | VTEB | 89,429 | +89,429 | $4,565 | | DIMENSIONAL ETF TRUST (DFUV) |
99,824 |
+99,824 |
$3,715 | | DFUV | 99,824 | +99,824 | $3,715 | | DIMENSIONAL ETF TRUST (DISV) |
129,374 |
+129,374 |
$3,336 | | DISV | 129,374 | +129,374 | $3,336 | | VANGUARD SCOTTSDALE FDS (VCIT) |
36,120 |
+36,120 |
$2,936 | | VCIT | 36,120 | +36,120 | $2,936 | | ISHARES TR (USMV) |
35,912 |
+35,912 |
$2,802 | | USMV | 35,912 | +35,912 | $2,802 | | DIMENSIONAL ETF TRUST (DIHP) |
91,728 |
+91,728 |
$2,354 | | DIHP | 91,728 | +91,728 | $2,354 | | VANECK ETF TRUST (HYD) |
44,452 |
+44,452 |
$2,295 | | HYD | 44,452 | +44,452 | $2,295 | | COCA COLA CO |
37,873 |
+37,873 |
$2,232 | | KO | 37,873 | +37,873 | $2,232 | | ISHARES TR (DVY) |
19,023 |
+19,023 |
$2,230 | | DVY | 19,023 | +19,023 | $2,230 | | VANGUARD MALVERN FDS (VTIP) |
46,953 |
+46,953 |
$2,230 | | VTIP | 46,953 | +46,953 | $2,230 | | VANGUARD INDEX FDS (VTI) |
8,812 |
+8,812 |
$2,090 | | VTI | 8,812 | +8,812 | $2,090 | | APPLE INC |
8,895 |
+8,895 |
$1,713 | | AAPL | 8,895 | +8,895 | $1,713 | | HOME DEPOT INC |
4,523 |
+4,523 |
$1,567 | | HD | 4,523 | +4,523 | $1,567 | | ISHARES SILVER TR (SLV) |
63,207 |
+63,207 |
$1,377 | | SLV | 63,207 | +63,207 | $1,377 | | MICROSOFT CORP |
3,454 |
+3,454 |
$1,299 | | MSFT | 3,454 | +3,454 | $1,299 | | SPDR S&P 500 ETF TR (SPY) |
2,377 |
+2,377 |
$1,130 | | SPY | 2,377 | +2,377 | $1,130 | | DIMENSIONAL ETF TRUST (DEHP) |
46,002 |
+46,002 |
$1,115 | | DEHP | 46,002 | +46,002 | $1,115 | | SPDR SER TR (RWR) |
11,677 |
+11,677 |
$1,113 | | RWR | 11,677 | +11,677 | $1,113 | | NVIDIA CORPORATION |
1,316 |
+1,316 |
$652 | | NVDA | 1,316 | +1,316 | $652 | | META PLATFORMS INC |
1,812 |
+1,812 |
$641 | | META | 1,812 | +1,812 | $641 | | ADOBE INC |
1,069 |
+1,069 |
$638 | | ADBE | 1,069 | +1,069 | $638 | | ALPHABET INC |
3,959 |
+3,959 |
$553 | | GOOGL | 3,959 | +3,959 | $553 | | AFFIRM HLDGS INC |
11,020 |
+11,020 |
$542 | | AFRM | 11,020 | +11,020 | $542 | | EXXON MOBIL CORP |
5,228 |
+5,228 |
$523 | | XOM | 5,228 | +5,228 | $523 | | ELI LILLY & CO |
876 |
+876 |
$511 | | LLY | 876 | +876 | $511 | | ISHARES TR (SHYG) |
11,802 |
+11,802 |
$498 | | SHYG | 11,802 | +11,802 | $498 | | UNITED PARCEL SERVICE INC |
3,156 |
+3,156 |
$496 | | UPS | 3,156 | +3,156 | $496 | | SOUTHERN CO |
7,057 |
+7,057 |
$495 | | SO | 7,057 | +7,057 | $495 | | AMAZON COM INC |
3,217 |
+3,217 |
$489 | | AMZN | 3,217 | +3,217 | $489 | | ARISTA NETWORKS INC |
2,040 |
+2,040 |
$480 | | ANET | 2,040 | +2,040 | $480 | | SPLUNK INC |
2,762 |
+2,762 |
$421 | | SPLK | 2,762 | +2,762 | $421 | | SELECT SECTOR SPDR TR (XLK) |
2,175 |
+2,175 |
$419 | | XLK | 2,175 | +2,175 | $419 | | CONSTELLATION ENERGY CORP |
3,502 |
+3,502 |
$409 | | CEG | 3,502 | +3,502 | $409 |  BERKSHIRE HATHAWAY INC DEL |
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$406 | | BRK.B | 1,138 | +1,138 | $406 | | VANGUARD TAX MANAGED FDS (VEA) |
8,176 |
+8,176 |
$392 | | VEA | 8,176 | +8,176 | $392 | | TRUIST FINL CORP |
10,548 |
+10,548 |
$389 | | TFC | 10,548 | +10,548 | $389 | | DRAFTKINGS INC NEW |
10,967 |
+10,967 |
$387 | | DKNG | 10,967 | +10,967 | $387 | | 3M CO |
3,418 |
+3,418 |
$374 | | MMM | 3,418 | +3,418 | $374 | | BROADCOM INC |
331 |
+331 |
$369 | | AVGO | 331 | +331 | $369 |
See Full List: All Stocks Held By Yeomans Consulting Group Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Yeomans Consulting Group Inc.
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