Yeomans Consulting Group, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
YC Yeomans Consulting Group, Inc. | Institutional Filer | ▲ 17.79% | $341.3M | 113 |
Current Portfolio Holdings
Showing all 113 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | — | 101K | $31.8M | 9.32% |
| 2 | IAU | ISHARES GOLD TR | — | 331K | $26.9M | 7.88% |
| 3 | QQQ | Invesco QQQ Trust | — | 37K | $22.6M | 6.63% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | — | 407K | $19.7M | 5.77% |
| 5 | BND | VANGUARD BD INDEX FDS | — | 260K | $19.2M | 5.64% |
| 6 | SEIM | SEI EXCHANGE TRADED FUNDS | — | 367K | $16.9M | 4.97% |
| 7 | EFV | ISHARES TR | — | 221K | $15.7M | 4.61% |
| 8 | VTEB | VANGUARD MUN BD FDS | — | 311K | $15.6M | 4.58% |
| 9 | EEM | ISHARES TR | — | 285K | $15.6M | 4.57% |
| 10 | EFA | ISHARES TR | — | 160K | $15.4M | 4.51% |
| 11 | IWC | ISHARES TR | — | 67K | $10.5M | 3.08% |
| 12 | VTIP | VANGUARD MALVERN FDS | — | 151K | $7.5M | 2.19% |
| 13 | VWOB | VANGUARD WHITEHALL FDS | — | 107K | $7.2M | 2.12% |
| 14 | EFAV | ISHARES TR | — | 83K | $7.1M | 2.09% |
| 15 | DISV | DIMENSIONAL ETF TRUST | — | 140K | $5.3M | 1.56% |
Showing 1 to 15 of 113 holdings