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CIK: 0002014739
Total reported value
$341.3M
$341.3M
100 檔
23.6%
In Q2 2025, Yeomans Consulting Group, Inc.'s U.S. equity holdings reached a combined market value of $341.3M, distributed across 100 disclosed stock positions.
During Q2 2025, Yeomans Consulting Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SPY, BIV) accounted for 23.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.67% | — | -6.71% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.83% | — | -44.54% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.51% | -6.56% | EXIT | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 5.30% | — | -37.96% | |
| 5 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 4.99% | -5.03% | EXIT | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.84% | — | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.42% | +0.48% | -29.13% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.39% | — | — | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.99% | +4.61% | NEW | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 3.32% | -1.50% | — | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.27% | -5.28% | EXIT | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.86% | -2.47% | EXIT | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.84% | — | +1.71% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.78% | -2.61% | EXIT | |
| 15 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 2.66% | -1.94% | -32.62% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.14% | +2.70% | +3.28% | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 1.92% | -2.38% | +2.82% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.88% | — | +3.89% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.49% | — | +2.69% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 1.35% | — | +4.50% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.08% | — | +0.19% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | +0.20% | +1.20% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.03% | — | -22.00% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 1.03% | +0.65% | +3.97% | |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.96% | +1.06% | -0.35% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.84% | — | -18.69% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.76% | — | -3.71% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | — | +4.06% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.75% | +1.07% | +0.97% | |
| 30 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.65% | — | +5.78% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | — | -9.24% | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.48% | — | +6.36% | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.47% | — | +3.56% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | — | +36.88% | |
| 35 | IYZ | Ishares US Telecommunication | ETF-Other | 0.43% | — | — | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.42% | — | — | |
| 37 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.42% | -0.42% | EXIT | |
| 38 | IDU | Ishares US Utilities ETF | ETF-Other | 0.42% | +0.37% | NEW | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | — | +3.53% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | — | -12.83% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.33% | — | -4.94% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | — | +75.80% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | +5.65% | |
| 44 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.28% | — | — | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.28% | — | — | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.26% | — | — | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.26% | — | +87.36% | |
| 48 | MSTR | Strategy Inc | Stock-Tech | 0.24% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.26% | -0.46% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.21% | — | +1.67% |
According to official SEC Form 13F filings, Yeomans Consulting Group, Inc. reported a total U.S. public equity portfolio value of $341.3M across 100 disclosed positions in Q2 2025.
During Q2 2025, Yeomans Consulting Group, Inc.'s top holdings by market value included IAU (9.7%)、SPY (7.8%)、BIV (5.5%). The largest single position, IAU, represented 9.7% of total portfolio value.
In Q2 2025, 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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