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CIK: 0002014739
Total reported value
$341.3M
$341.3M
97 檔
27.9%
According to the latest 13F quarterly dataset, Yeomans Consulting Group, Inc. managed an equity portfolio of $341.3M at the end of Q4 2024, spanning 97 distinct U.S. exchange-listed positions.
During Q4 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 | 7.89% | — | -0.89% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.74% | — | +2.37% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 6.74% | -5.28% | EXIT | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.72% | +0.48% | -16.61% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.63% | -6.56% | EXIT | |
| 6 | BDN | Brandywine Realty Trust | Stock-Other | 6.22% | — | — | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.59% | — | — | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.50% | — | -18.22% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.45% | — | +0.39% | |
| 10 | BKLN | Invesco Senior Loan ETF | ETF-Other | 4.79% | -2.61% | EXIT | |
| 11 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 3.55% | -1.94% | -17.48% | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.85% | — | +18.91% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.03% | — | -31.93% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.80% | +2.70% | +6.08% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.52% | — | -0.82% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | +0.20% | -15.69% | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 1.32% | -2.38% | +1.08% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.16% | — | +2.45% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.14% | — | +0.90% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 0.92% | — | -1.07% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | — | -7.00% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.89% | — | -4.74% | |
| 23 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.86% | +1.06% | -0.43% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.85% | — | -13.61% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.85% | +0.65% | +0.14% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | — | -11.33% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.63% | +1.07% | +2.20% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | — | +6.66% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | +3.95% | |
| 30 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.47% | — | +1.83% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.46% | — | -18.95% | |
| 32 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.42% | — | -0.57% | |
| 33 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.41% | — | +1.60% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | — | -18.85% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | — | — | |
| 36 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.32% | -0.42% | EXIT | |
| 37 | IYF | Ishares US Financials ETF | ETF-Other | 0.31% | -0.42% | EXIT | |
| 38 | IDU | Ishares US Utilities ETF | ETF-Other | 0.31% | +0.37% | NEW | |
| 39 | IYZ | Ishares US Telecommunication | ETF-Other | 0.31% | — | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | — | -10.16% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | — | +39.68% | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.21% | — | +0.13% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.26% | +1.98% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.21% | — | -24.65% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | — | -23.17% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | +0.17% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.19% | — | -31.34% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | — | +0.49% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.18% | -0.23% | EXIT | |
| 50 | UAL | United Airlines Holdings Inc | Stock-Industrials | 0.18% | — | — |
According to official SEC Form 13F filings, Yeomans Consulting Group, Inc. reported a total U.S. public equity portfolio value of $341.3M across 97 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, VUG, MTUM) accounted for 27.9% of total reported equity market value during Q4 2024.
During Q4 2024, Yeomans Consulting Group, Inc.'s top holdings by market value included IAU (7.9%)、VUG (7.7%)、MTUM (6.7%). The largest single position, IAU, represented 7.9% of total portfolio value.
In Q4 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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