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CIK: 0002014739
Total reported value
$341.3M
$341.3M
90 檔
32.2%
According to the latest 13F quarterly dataset, Yeomans Consulting Group, Inc. managed an equity portfolio of $341.3M at the end of Q2 2024, spanning 90 distinct U.S. exchange-listed positions.
During Q2 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 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 9.80% | -1.94% | +87.43% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.51% | +0.48% | -11.93% | |
| 3 | BKLN | Invesco Senior Loan ETF | ETF-Other | 8.49% | -2.61% | EXIT | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 7.88% | — | -12.10% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 7.83% | — | — | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.79% | — | +853.36% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 7.09% | -5.28% | EXIT | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 4.28% | — | +18.80% | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 3.37% | — | — | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.30% | — | +1.50% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.05% | — | +1.31% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.77% | +2.70% | +2.17% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | +0.20% | +103.53% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.52% | — | +0.50% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.42% | — | -81.82% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.37% | -2.38% | +0.27% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.19% | — | +0.75% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.14% | — | -3.04% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.13% | — | -56.47% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | — | +11.08% | |
| 21 | DIHP | Dimensional International Hi | ETF-Other | 0.98% | — | +2.35% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.90% | — | -0.66% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.89% | +0.65% | -56.80% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.89% | +1.06% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | — | +42.34% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.86% | +1.07% | +96.00% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.77% | — | +2.37% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | — | +10.65% | |
| 29 | DFIV | Dimensional International Va | ETF-Other | 0.57% | -3.09% | EXIT | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.54% | — | +138.84% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | -1.26% | |
| 32 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.49% | — | +2.47% | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.45% | — | +1.07% | |
| 34 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.45% | — | -94.13% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | — | +713.48% | |
| 36 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.40% | — | +2.83% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.31% | — | +275.46% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | — | +11.11% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | — | -8.08% | |
| 40 | GE | General Electric | Stock-Industrials | 0.23% | — | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | — | — | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.21% | — | -1.04% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.26% | +0.80% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.20% | +0.25% | NEW | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.20% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | — | -2.10% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.18% | — | -1.41% | |
| 48 | CEG | Constellation Energy | Stock-Utilities | 0.18% | — | — | |
| 49 | FAST | Fastenal Co | Stock-Industrials | 0.18% | — | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | — | +29.48% |
According to official SEC Form 13F filings, Yeomans Consulting Group, Inc. reported a total U.S. public equity portfolio value of $341.3M across 90 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IGBH, QQQ, BKLN) accounted for 32.2% of total reported equity market value during Q2 2024.
During Q2 2024, Yeomans Consulting Group, Inc.'s top holdings by market value included IGBH (9.8%)、QQQ (8.5%)、BKLN (8.5%). The largest single position, IGBH, represented 9.8% of total portfolio value.
In Q2 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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