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CIK: 0002014739
Total reported value
$341.3M
$341.3M
85 檔
29.4%
During the Q3 2024 filing period, Yeomans Consulting Group, Inc. (CIK: 0002014739) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $341.3M across 85 reported positions.
During Q3 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 | IAU | Ishares Gold Trust | ETF-Commodities | 7.97% | — | +70.11% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.68% | +0.48% | -8.42% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 7.51% | -6.56% | EXIT | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 7.34% | — | -7.08% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 7.06% | — | -9.73% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.76% | — | -14.57% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 6.20% | -5.28% | EXIT | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.60% | — | +274.77% | |
| 9 | BKLN | Invesco Senior Loan ETF | ETF-Other | 5.04% | -2.61% | EXIT | |
| 10 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 4.29% | -1.94% | -54.75% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.23% | — | +47.24% | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.39% | — | +0.28% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.73% | +2.70% | -0.96% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | +0.20% | -4.72% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.56% | — | -0.22% | |
| 16 | DISV | Dimensional International Sm | ETF-Other | 1.43% | -2.38% | -0.20% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.17% | — | +1.43% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.17% | — | -6.42% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | — | -0.85% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 1.02% | — | +2.38% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | — | -0.05% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.96% | — | -0.96% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.91% | — | +11.10% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.91% | +1.06% | -0.22% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.85% | +0.65% | -3.39% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.62% | +1.07% | -26.30% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.62% | — | +1.81% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.60% | — | -48.30% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | — | -0.24% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | — | +3.66% | |
| 31 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.50% | — | +2.37% | |
| 32 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.46% | — | -0.86% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | — | +11.33% | |
| 34 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.43% | — | -3.56% | |
| 35 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.41% | — | +2.01% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.28% | — | -0.41% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.24% | — | +193.96% | |
| 38 | CVNA | Carvana Co | Stock-Consumer Disc | 0.24% | — | — | |
| 39 | IDU | Ishares US Utilities ETF | ETF-Other | 0.24% | +0.37% | NEW | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | — | -8.30% | |
| 41 | IYF | Ishares US Financials ETF | ETF-Other | 0.23% | -0.42% | EXIT | |
| 42 | GE | General Electric | Stock-Industrials | 0.23% | — | -14.81% | |
| 43 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.22% | — | — | |
| 44 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.22% | — | +48.84% | |
| 45 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | — | -0.29% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.22% | — | +2.91% | |
| 48 | APP | Applovin Corp-class A | Stock-Tech | 0.22% | — | -11.63% | |
| 49 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.21% | — | — | |
| 50 | FICO | Fair Isaac CORP | Stock-Tech | 0.20% | — | — |
According to official SEC Form 13F filings, Yeomans Consulting Group, Inc. reported a total U.S. public equity portfolio value of $341.3M across 85 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, QQQ, BIV) accounted for 29.4% of total reported equity market value during Q3 2024.
During Q3 2024, Yeomans Consulting Group, Inc.'s top holdings by market value included IAU (8.0%)、QQQ (7.7%)、BIV (7.5%). The largest single position, IAU, represented 8.0% of total portfolio value.
In Q3 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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