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CIK: 0002014739
Total reported value
$341.3M
$341.3M
72 檔
31.2%
The Q1 2024 SEC filing reveals that Yeomans Consulting Group, Inc. held a total portfolio value of $341.3M, covering 72 public equity positions.
During Q1 2024, Yeomans Consulting Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.14% | +0.48% | -36.90% | |
| 2 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 9.71% | — | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 9.35% | — | +35.86% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.12% | — | -12.38% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 8.28% | -5.28% | EXIT | |
| 6 | BKLN | Invesco Senior Loan ETF | ETF-Other | 6.77% | -2.61% | EXIT | |
| 7 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 6.00% | -1.94% | — | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.91% | — | +42.23% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.87% | — | — | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.69% | — | -4.65% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.35% | +0.65% | -27.01% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.34% | — | +1.14% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.98% | +2.70% | -0.18% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.79% | — | -0.11% | |
| 15 | DISV | Dimensional International Sm | ETF-Other | 1.56% | -2.38% | +1.56% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.34% | — | +5.37% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.33% | — | +0.99% | |
| 18 | DIHP | Dimensional International Hi | ETF-Other | 1.11% | — | +2.91% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.04% | — | +1.49% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | — | -0.61% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | +0.20% | -4.75% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.89% | — | — | |
| 23 | DFIV | Dimensional International Va | ETF-Other | 0.77% | -3.09% | EXIT | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | — | +0.53% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.69% | — | +3.33% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | — | -2.72% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | — | |
| 28 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.51% | — | +2.87% | |
| 29 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.51% | — | -50.22% | |
| 30 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.50% | — | +4.02% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.49% | +1.07% | -50.23% | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.45% | — | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | — | -17.71% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | — | — | |
| 35 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.32% | — | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | — | -22.85% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | — | +51.96% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | — | +1.80% | |
| 39 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.26% | — | — | |
| 40 | NRG | Nrg Energy Inc | Stock-Utilities | 0.25% | — | +116.15% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.25% | — | — | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.25% | — | +11.84% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.24% | — | +6.89% | |
| 44 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | — | +4.66% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.15% | NEW | |
| 47 | FICO | Fair Isaac CORP | Stock-Tech | 0.21% | — | — | |
| 48 | ANETEUR | Arista Networks Inc | Stock-Other | 0.21% | — | -18.09% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.20% | — | -0.35% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | — | -2.25% |
According to official SEC Form 13F filings, Yeomans Consulting Group, Inc. reported a total U.S. public equity portfolio value of $341.3M across 72 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, CALF, VUG) accounted for 31.2% of total reported equity market value during Q1 2024.
During Q1 2024, Yeomans Consulting Group, Inc.'s top holdings by market value included QQQ (10.1%)、CALF (9.7%)、VUG (9.3%). The largest single position, QQQ, represented 10.1% of total portfolio value.
In Q1 2024, Yeomans Consulting Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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