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CIK: 0001973967
Total reported value
$255.9M
$255.9M
112 檔
16.9%
In Q3 2024, Yoder Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $255.9M, distributed across 112 disclosed stock positions.
In Q3 2024, Yoder Wealth Management, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.89% | -0.19% | -8.78% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.14% | -0.29% | -0.84% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.02% | -0.19% | -0.67% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.87% | -0.24% | -0.27% | |
| 5 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.99% | +2.34% | +20.82% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.98% | +0.41% | -4.60% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.61% | -0.39% | -0.98% | |
| 8 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 3.25% | -0.30% | -1.13% | |
| 9 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.97% | +0.83% | +5.30% | |
| 10 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.50% | +0.10% | +5.50% | |
| 11 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.33% | +0.20% | +10.69% | |
| 12 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.07% | -0.23% | — | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 2.04% | -0.05% | -0.80% | |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.02% | +0.14% | +6.10% | |
| 15 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.99% | -0.09% | +9.13% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.99% | -0.20% | +7.20% | |
| 17 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.98% | +0.13% | +7.62% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.90% | +0.25% | +1.26% | |
| 19 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.64% | -0.07% | +2.14% | |
| 20 | XYZ | Block Inc | Stock-Financials | 1.60% | +0.07% | +0.37% | |
| 21 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 1.40% | -0.16% | — | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.39% | +0.01% | -0.03% | |
| 23 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.39% | -0.58% | +4.94% | |
| 24 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 1.34% | -0.30% | +52.45% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.23% | — | -1.49% | |
| 26 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.23% | +0.05% | -5.17% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.12% | +0.02% | -0.11% | |
| 28 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.11% | -0.27% | +4.88% | |
| 29 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 1.09% | -0.04% | +0.06% | |
| 30 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.06% | -0.05% | +5.32% | |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.03% | -0.12% | -0.29% | |
| 32 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | -0.06% | +3.64% | |
| 33 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.84% | -0.14% | +8.47% | |
| 34 | IQLT | Ishares Msci International Q | ETF-Other | 0.82% | -0.06% | -5.23% | |
| 35 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-Other | 0.78% | -0.02% | +27.20% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.07% | +11.80% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | -0.01% | +0.85% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.04% | +4.74% | |
| 39 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.71% | -0.08% | +5.70% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.10% | -1.01% | |
| 41 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.69% | -0.11% | -45.18% | |
| 42 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.62% | -0.13% | +6.51% | |
| 43 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 0.60% | -0.07% | +2.60% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.07% | +6.19% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.01% | +9.96% | |
| 46 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.10% | +3.19% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.06% | +8.51% | |
| 48 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.44% | -0.07% | — | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.43% | -0.01% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.04% | +5.35% |
According to official SEC Form 13F filings, Yoder Wealth Management, Inc. reported a total U.S. public equity portfolio value of $255.9M across 112 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VIG, QUAL) accounted for 16.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
IBDW
市值: $286.5K
Top Position Liquidated / Trimmed
AAPL
前期市值: $11.4M
During Q3 2024, Yoder Wealth Management, Inc.'s top holdings by market value included AAPL (6.9%)、VIG (5.1%)、QUAL (5.0%). The largest single position, AAPL, represented 6.9% of total portfolio value.
In Q3 2024, Yoder Wealth Management, Inc. made 49 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 14 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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