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CIK: 0001973967
Total reported value
$265.0M
$265.0M
108 檔
16.3%
During the Q1 2025 filing period, Yoder Wealth Management, Inc. (CIK: 0001973967) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $265.0M across 108 reported positions.
Yoder Wealth Management, Inc. executed strategic sector rebalancing during Q1 2025, establishing 2 new positions while fully exiting 4 holdings and trimming 40 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.00% | +0.43% | -1.36% | |
| 2 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 5.12% | +0.35% | +15.70% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.42% | -0.15% | -5.01% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.39% | -0.07% | -1.19% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.35% | -0.02% | -1.28% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.38% | -0.04% | -1.87% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.24% | -0.23% | -0.43% | |
| 8 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 3.03% | -0.27% | +2.95% | |
| 9 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.94% | -0.05% | +25.35% | |
| 10 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.75% | -0.05% | -0.83% | |
| 11 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.51% | -0.23% | +2.89% | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.44% | -0.15% | +6.55% | |
| 13 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.30% | +0.41% | +8.38% | |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 1.97% | +0.07% | +3.83% | |
| 15 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 1.95% | -0.10% | +14.16% | |
| 16 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.83% | -0.46% | +0.09% | |
| 17 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.78% | -0.06% | -6.37% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | -0.03% | +1.05% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.71% | -0.08% | +0.22% | |
| 20 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.67% | +0.17% | +23.09% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.66% | -0.19% | +0.15% | |
| 22 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.62% | -0.04% | -1.46% | |
| 23 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 1.51% | +0.09% | +2.90% | |
| 24 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-Other | 1.49% | +0.07% | +2.13% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | — | — | |
| 26 | TDTF | Flexshares Iboxx 5-year Targ | ETF-Other | 1.27% | -0.17% | -0.69% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.03% | +62.42% | |
| 28 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.19% | -0.28% | -0.13% | |
| 29 | XYZ | Block Inc | Stock-Financials | 1.19% | -0.10% | — | |
| 30 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.13% | -0.05% | +3.20% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.10% | -0.03% | -1.88% | |
| 32 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.03% | -0.09% | -2.70% | |
| 33 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | +0.07% | +1.98% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.97% | -0.05% | -3.36% | |
| 35 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.95% | -0.02% | +7.06% | |
| 36 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.95% | -0.02% | -4.06% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.92% | -0.01% | -2.83% | |
| 38 | RSPD | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | -0.07% | -3.91% | |
| 39 | IQLT | Ishares Msci International Q | ETF-Other | 0.73% | -0.02% | -0.79% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.25% | -0.80% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.02% | -0.79% | |
| 42 | RSPC | Invesco S&p 500 Equal Weig C | ETF-Large Cap & Growth | 0.63% | +0.02% | -0.54% | |
| 43 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.62% | -0.05% | -10.22% | |
| 44 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.58% | -0.02% | +2.61% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | -0.09% | -0.28% | |
| 46 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.02% | -1.24% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.16% | -2.74% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | +0.11% | +0.54% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.01% | -1.86% | |
| 50 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.46% | +0.28% | -1.91% |
According to official SEC Form 13F filings, Yoder Wealth Management, Inc. reported a total U.S. public equity portfolio value of $265.0M across 108 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, FTEC, VIG) accounted for 16.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IBDR
市值: $297.8K
Top Position Liquidated / Trimmed
EQIX
前期市值: $230.1K
During Q1 2025, Yoder Wealth Management, Inc.'s top holdings by market value included AAPL (6.0%)、FTEC (5.1%)、VIG (4.4%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2025, Yoder Wealth Management, Inc. made 82 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 40 holdings, and fully liquidating 4 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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