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Size ($ in 1000's)
At 03/31/2024: $153,416 At 12/31/2023: $141,727
Yoder Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Yoder Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Yoder Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Yoder Wealth Management Inc..
In the Yoder Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Yoder Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Yoder Wealth Management Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
APPLE INC |
55,581 |
-760 |
$9,531 | AAPL | 55,581 | -760 | $9,531 | WISDOMTREE TR |
173,090 |
+5,097 |
$8,705 | USFR | 173,090 | +5,097 | $8,705 | VANGUARD SPECIALIZED FUNDS (VIG) |
44,934 |
-1,159 |
$8,205 | VIG | 44,934 | -1,159 | $8,205 | ISHARES TR (QUAL) |
48,383 |
-1,308 |
$7,932 | QUAL | 48,383 | -1,308 | $7,932 | VANGUARD INDEX FDS (VUG) |
21,258 |
-614 |
$7,313 | VUG | 21,258 | -614 | $7,313 | VANGUARD SCOTTSDALE FDS (VCIT) |
73,350 |
-999 |
$5,904 | VCIT | 73,350 | -999 | $5,904 | PIMCO ETF TR (LTPZ) |
90,768 |
-7,686 |
$5,043 | LTPZ | 90,768 | -7,686 | $5,043 | AIRBNB INC |
27,220 |
-1,000 |
$4,490 | ABNB | 27,220 | -1,000 | $4,490 | FIDELITY COVINGTON TRUST |
28,445 |
+880 |
$4,433 | FTEC | 28,445 | +880 | $4,433 | INVESCO EXCHANGE TRADED FD T (RSPT) |
122,662 |
-2,088 |
$4,316 | RSPT | 122,662 | -2,088 | $4,316 | FIDELITY COVINGTON TRUST |
54,042 |
-4,460 |
$3,665 | FIDU | 54,042 | -4,460 | $3,665 | BLOCK INC |
39,543 |
UNCH |
$3,345 | SQ | 39,543 | UNCH | $3,345 | INVESCO EXCHANGE TRADED FD T (PRF) |
85,973 |
-3,796 |
$3,307 | PRF | 85,973 | -3,796 | $3,307 | FIDELITY COVINGTON TRUST |
46,108 |
+776 |
$3,217 | FHLC | 46,108 | +776 | $3,217 | ISHARES TR (TLT) |
33,438 |
+4,150 |
$3,164 | TLT | 33,438 | +4,150 | $3,164 | FIDELITY COVINGTON TRUST |
49,780 |
-211 |
$2,957 | FNCL | 49,780 | -211 | $2,957 | FIDELITY COVINGTON TRUST |
34,743 |
-221 |
$2,866 | FDIS | 34,743 | -221 | $2,866 | SELECT SECTOR SPDR TR (XLK) |
13,192 |
+62 |
$2,747 | XLK | 13,192 | +62 | $2,747 | FIDELITY COVINGTON TRUST |
53,687 |
+961 |
$2,661 | FCOM | 53,687 | +961 | $2,661 | INVESCO EXCHANGE TRADED FD T (RSPF) |
40,400 |
-1,556 |
$2,595 | RSPF | 40,400 | -1,556 | $2,595 | FLEXSHARES TR (TDTF) |
103,316 |
-1,168 |
$2,443 | TDTF | 103,316 | -1,168 | $2,443 | FIDELITY COVINGTON TRUST |
86,400 |
+13,127 |
$2,235 | FENY | 86,400 | +13,127 | $2,235 | SCHWAB STRATEGIC TR |
38,881 |
+159 |
$2,217 | FNDA | 38,881 | +159 | $2,217 | WISDOMTREE TR |
66,318 |
-6,165 |
$1,953 | XSOE | 66,318 | -6,165 | $1,953 | DIMENSIONAL ETF TRUST (DFUS) |
32,992 |
-235 |
$1,880 | DFUS | 32,992 | -235 | $1,880 | ISHARES TR (TFLO) |
36,442 |
+25,892 |
$1,847 | TFLO | 36,442 | +25,892 | $1,847 | SCHWAB STRATEGIC TR |
26,089 |
+50 |
$1,729 | FNDB | 26,089 | +50 | $1,729 | INVESCO EXCHANGE TRADED FD T (RSPH) |
52,318 |
-1,734 |
$1,663 | RSPH | 52,318 | -1,734 | $1,663 | DIMENSIONAL ETF TRUST (DFAE) |
67,055 |
+5,572 |
$1,658 | DFAE | 67,055 | +5,572 | $1,658 | SCHWAB STRATEGIC TR |
24,261 |
-178 |
$1,635 | FNDX | 24,261 | -178 | $1,635 | INVESCO EXCHANGE TRADED FD T (RSPD) |
29,545 |
-823 |
$1,507 | RSPD | 29,545 | -823 | $1,507 | ISHARES TR (IQLT) |
34,901 |
UNCH |
$1,384 | IQLT | 34,901 | UNCH | $1,384 | FIDELITY COVINGTON TRUST |
32,455 |
+3,788 |
$1,377 | FUTY | 32,455 | +3,788 | $1,377 | ISHARES TR (IBTL) |
59,990 |
+59,990 |
$1,209 | IBTL | 59,990 | +59,990 | $1,209 | SCHWAB STRATEGIC TR |
14,110 |
-500 |
$1,138 | SCHD | 14,110 | -500 | $1,138 | FIDELITY COVINGTON TRUST |
23,870 |
+1,944 |
$1,136 | FSTA | 23,870 | +1,944 | $1,136 | AMAZON COM INC |
6,243 |
-786 |
$1,126 | AMZN | 6,243 | -786 | $1,126 | VANGUARD INDEX FDS (VTI) |
4,149 |
+84 |
$1,078 | VTI | 4,149 | +84 | $1,078 | MICROSOFT CORP |
2,536 |
-146 |
$1,067 | MSFT | 2,536 | -146 | $1,067 | DIMENSIONAL ETF TRUST (DFAU) |
24,949 |
+51 |
$912 | DFAU | 24,949 | +51 | $912 | FIDELITY COVINGTON TRUST |
17,109 |
+1,343 |
$896 | FMAT | 17,109 | +1,343 | $896 | INVESCO EXCHANGE TRADED FD T (RSPS) |
26,826 |
-637 |
$883 | RSPS | 26,826 | -637 | $883 | INVESCO EXCHANGE TRADED FD T (RSPC) |
28,958 |
+6,996 |
$863 | RSPC | 28,958 | +6,996 | $863 | ALPHABET INC |
5,389 |
-375 |
$821 | GOOG | 5,389 | -375 | $821 | ISHARES TR (FALN) |
26,834 |
-12 |
$721 | FALN | 26,834 | -12 | $721 | SCHWAB STRATEGIC TR |
20,198 |
-60 |
$716 | FNDC | 20,198 | -60 | $716 | DIMENSIONAL ETF TRUST (DFAC) |
21,845 |
+700 |
$698 | DFAC | 21,845 | +700 | $698 | META PLATFORMS INC |
1,382 |
-14 |
$671 | META | 1,382 | -14 | $671 | NVIDIA CORPORATION |
671 |
+39 |
$606 | NVDA | 671 | +39 | $606 | VANGUARD WORLD FD (VCR) |
1,874 |
-374 |
$595 | VCR | 1,874 | -374 | $595 |
See Full List: All Stocks Held By Yoder Wealth Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Yoder Wealth Management Inc.
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