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CIK: 0001973967
Total reported value
$255.9M
$255.9M
110 檔
18.1%
At the close of Q4 2024, Yoder Wealth Management, Inc. disclosed equity holdings valued at approximately $255.9M, spread across 110 reported holdings.
Yoder Wealth Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 8 holdings and trimming 14 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, FTEC, VUG) accounted for 18.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
VOO
市值: $2.8M
Top Position Liquidated / Trimmed
IBTH
前期市值: $400.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.73% | -0.19% | -1.20% | |
| 2 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 4.98% | +2.34% | +27.86% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 4.78% | -0.24% | -0.04% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.61% | -0.29% | -1.46% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.54% | -0.19% | -0.95% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.38% | +0.41% | -7.77% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.13% | -0.39% | -1.64% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.97% | +0.83% | +9.63% | |
| 9 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 2.74% | -0.30% | +1.72% | |
| 10 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.46% | +0.10% | +9.83% | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.22% | +0.13% | +13.25% | |
| 12 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.20% | +0.20% | +14.66% | |
| 13 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.17% | -0.09% | +11.28% | |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 2.14% | +0.14% | +4.76% | |
| 15 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.98% | -0.23% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.89% | +0.25% | +5.04% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.86% | -0.05% | — | |
| 18 | XYZ | Block Inc | Stock-Financials | 1.82% | +0.07% | -2.11% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.81% | -0.01% | +165.85% | |
| 20 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 1.63% | -0.30% | +39.65% | |
| 21 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.61% | -0.07% | +1.83% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.56% | -0.20% | -3.95% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | — | — | |
| 24 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-Other | 1.37% | -0.02% | +98.64% | |
| 25 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.34% | -0.58% | +6.39% | |
| 26 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.33% | -0.11% | +111.16% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.27% | +0.01% | +98.70% | |
| 28 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 1.20% | -0.16% | -2.87% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.16% | — | -0.18% | |
| 30 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.03% | -0.27% | +7.01% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.02% | +0.05% | -2.09% | |
| 32 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.98% | -0.04% | +196.56% | |
| 33 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.97% | +0.02% | +1.54% | |
| 34 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.96% | -0.05% | +8.61% | |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.93% | -0.12% | +198.49% | |
| 36 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.92% | -0.06% | +4.40% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.04% | +9.96% | |
| 38 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.84% | -0.14% | +12.09% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.07% | +18.07% | |
| 40 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.71% | -0.08% | +7.21% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.07% | +15.54% | |
| 42 | IQLT | Ishares Msci International Q | ETF-Other | 0.67% | -0.06% | -0.64% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.62% | -0.10% | +191.84% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.01% | +10.66% | |
| 45 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 0.60% | -0.07% | +4.75% | |
| 46 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.55% | -0.13% | +8.68% | |
| 47 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | -0.10% | +5.86% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.06% | +4.88% | |
| 49 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.45% | +0.30% | — | |
| 50 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.41% | -0.07% | +6.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.5% | NEW | New buy |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | +165.85% | Add |
| 3 | FTEC | Fidelity Msci Info Tech Indx | +1% | +27.86% | Add |
| 4 | TFLO | Ishares Treasury Floating Ra | +0.6% | +111.16% | Add |
| 5 | IBIH | Ishares Ibonds Oct 2031 Tt | +0.6% | +98.64% | Add |
| 6 | IBTM | Ishares Ibnds Dec 2032 Tt | +0.5% | NEW | New buy |
| 7 | IBTL | Ishares Ibonds Dec 2031 Term | +0.3% | +39.65% | Add |
| 8 | VV | Vanguard Large-cap ETF | +0.3% | NEW | New buy |
| 9 | FNCL | Fidelity Msci Financial Indx | +0.2% | +13.25% | Add |
| 10 | XYZ | Block Inc | +0.2% | -2.11% | Trim |
| 11 | FCOM | Fidelity Msci Comm Serv Indx | +0.2% | +11.28% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +9.96% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Unchanged |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | +0.1% | +4.76% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +15.54% | Add |
| 16 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 17 | IBII | Ishares Ibonds Oct 2032 Tt | +0.1% | NEW | New buy |
| 18 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 19 | TSLA | Tesla Inc | +0.1% | +22.89% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +60.01% | Add |
| 21 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +74.81% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | +10.66% | Add |
| 23 | MSFT | Microsoft CORP | +0.1% | +18.07% | Add |
| 24 | FALN | Ishares Fallen Angels ETF | +0.1% | +26.60% | Add |
| 25 | RSPT | Invesco S&p 500 Equal Weight | — | +9.63% | Add |
| 26 | XLK | Ss Technology Select Sector | 0% | +5.04% | Add |
| 27 | RSPF | Invesco S&p 500 Equal Weight | 0% | +1.83% | Add |
| 28 | FIDU | Fidelity Msci Indust Indx | 0% | +9.83% | Add |
| 29 | VUG | Vanguard Growth ETF | -0.1% | -0.04% | Trim |
| 30 | IBTG | Ishares Ibonds Dec 2026 Term | -0.1% | -37.59% | Trim |
| 31 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | -0.1% | -12.88% | Trim |
| 32 | AGG | Ishares Core U.s. Aggregate | -0.1% | EXIT | Sold out |
| 33 | TER | Teradyne Inc | -0.1% | EXIT | Sold out |
| 34 | SPIP | Ss Spdr P Tips ETF | -0.1% | EXIT | Sold out |
| 35 | HON | Honeywell International Inc | -0.1% | EXIT | Sold out |
| 36 | KIE | Ss Spdr S&p Insurance ETF | -0.2% | EXIT | Sold out |
| 37 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.2% | -49.47% | Trim |
| 38 | IQLT | Ishares Msci International Q | -0.2% | -0.64% | Trim |
| 39 | AAPL | Apple Inc | -0.2% | -1.20% | Trim |
| 40 | IBDR | Ishares Ibonds Dec 2026 Term | -0.2% | EXIT | Sold out |
| 41 | CVX | Chevron CORP | -0.2% | EXIT | Sold out |
| 42 | TDTF | Flexshares Iboxx 5-year Targ | -0.2% | -2.87% | Trim |
| 43 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.2% | -2.09% | Trim |
| 44 | IBTH | Ishares Ibonds Dec 2027 Term | -0.2% | EXIT | Sold out |
| 45 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -3.95% | Trim |
| 46 | VCIT | Vanguard Int-term Corporate | -0.5% | -1.64% | Trim |
| 47 | QUAL | Ishares Msci USA Quality Fac | -0.5% | -0.95% | Trim |
| 48 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.5% | +1.72% | Add |
| 49 | VIG | Vanguard Dividend Apprec ETF | -0.5% | -1.46% | Trim |
| 50 | USFR | Wisdomtree Floating Rate Tre | -0.6% | -7.77% | Trim |
According to official SEC Form 13F filings, Yoder Wealth Management, Inc. reported a total U.S. public equity portfolio value of $255.9M across 110 disclosed positions in Q4 2024.
During Q4 2024, Yoder Wealth Management, Inc.'s top holdings by market value included AAPL (6.7%)、FTEC (5.0%)、VUG (4.8%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q4 2024, Yoder Wealth Management, Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 21 positions, trimming 14 holdings, and fully liquidating 8 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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