YANKCOM Partnership 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
YP YANKCOM Partnership | Institutional Filer | ▲ 3.41% | $243.2M | 368 |
Current Portfolio Holdings
Showing all 368 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard FTSE Developed Markets ETF | — | 300K | $19.2M | 7.91% |
| 2 | SCHV | Schwab Strategic Tr US Large-Cap Value ETF | — | 536K | $16.4M | 6.72% |
| 3 | VOO | Vanguard Index Funds S&P 500 ETF | — | 25K | $14.7M | 6.03% |
| 4 | IJH | iShares Tr S&P Midcap 400 ETF | — | 177K | $12.0M | 4.92% |
| 5 | IWY | iShares Tr Russell Top 200 Growth ETF | — | 38K | $9.4M | 3.86% |
| 6 | AAPL | Apple Inc. | Technology | 26K | $6.5M | 2.67% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 30K | $6.3M | 2.57% |
| 8 | MSFT | Microsoft Corporation | Technology | 16K | $6.0M | 2.45% |
| 9 | NVDA | NVIDIA Corporation | Technology | 31K | $5.4M | 2.23% |
| 10 | VWO | Vanguard FTSE Emerging Markets ETF | — | 92K | $5.0M | 2.04% |
| 11 | GOOGL | Alphabet Inc. | Technology | 15K | $4.4M | 1.79% |
| 12 | SPDW | SPDR Portfolio Developed World Ex-US ETF | — | 87K | $4.0M | 1.63% |
| 13 | AVGO | Broadcom Inc. | Technology | 12K | $3.8M | 1.58% |
| 14 | IJR | iShares Core S&P Smallcap 600 Index ETF | — | 28K | $3.5M | 1.44% |
| 15 | C | Citigroup Inc. | Financial Services | 30K | $3.4M | 1.41% |
Showing 1 to 15 of 368 holdings