Sponsored

The Analysis of Yeomans Consulting Group, Inc.'s Holdings & P&L

Currently, Yeomans Consulting Group, Inc. holds 113 types of securities in its portfolio with a total value $341.3M. In the most recent quarter, they have increased their positions in BNDX (+407.4K shares, valued at $19.7M), BND (+259.8K shares, valued at $19.2M), SEIM (+367.4K shares, valued at $16.9M); decreased their positions in DISV (-178.8K shares, valued at $6.8M), IGBH (-203.1K shares, valued at $5.0M), N/A (-32.7K shares, valued at $2.7M); initiated new positions in BNDX (+407.4K shares, valued at $19.7M), BND (+259.8K shares, valued at $19.2M), SEIM (+367.4K shares, valued at $16.9M).

1M P&L

+10.3M+3.28%

3M P&L

+13.4M+4.31%

HY P&L

+34.3M+11.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A251.7M

88.1%

2Beverages - Non-Alcoholic4.8M

1.7%

3Semiconductors3.2M

1.1%

Top Industries by Stock Count

1N/A43 stocks

42.6%

2Semiconductors5 stocks

5.0%

3Communication Equipment4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS101.1K shares-0.37%2025-12-312026-01-07

ISHARES GOLD TR ISHARES GOLD TR331.4K shares-8.99%2025-12-312026-01-07

INVESCO QQQ TR INVESCO QQQ TR36.9K shares24.68%2025-12-312026-01-07

BNDX VANGUARD CHARLOTTE FDS407.4K sharesnew addition2025-12-312026-01-07

BND VANGUARD BD INDEX FDS259.8K sharesnew addition2025-12-312026-01-07

SEIM SEI EXCHANGE TRADED FUNDS367.4K sharesnew addition2025-12-312026-01-07

EFV ISHARES TR220.6K sharesnew addition2025-12-312026-01-07

VTEB VANGUARD MUN BD FDS311.0K shares185.67%2025-12-312026-01-07

Sponsored

EEM ISHARES TR285.3K shares-2.29%2025-12-312026-01-07

EFA ISHARES TR160.4K shares0.67%2025-12-312026-01-07

IWC ISHARES TR66.7K sharesnew addition2025-12-312026-01-07

VTIP VANGUARD MALVERN FDS151.3K shares133.80%2025-12-312026-01-07

VWOB VANGUARD WHITEHALL FDS107.4K shares133.44%2025-12-312026-01-07

EFAV ISHARES TR82.5K shares1.69%2025-12-312026-01-07

DISV DIMENSIONAL ETF TRUST140.3K shares-56.04%2025-12-312026-01-07

SUB ISHARES TR49.1K shares106.31%2025-12-312026-01-07

Sponsored

DFUV DIMENSIONAL ETF TRUST112.1K shares2.66%2025-12-312026-01-07

KO COCA COLA CO68.9K shares-0.11%2025-12-312026-01-07

SEIQ SEI EXCHANGE TRADED FUNDS109.2K sharesnew addition2025-12-312026-01-07

IGBH ISHARES U S ETF TR168.5K shares-54.65%2025-12-312026-01-07

BIL SPDR SERIES TRUST44.5K sharesnew addition2025-12-312026-01-07

VTI VANGUARD INDEX FDS11.8K shares38.86%2025-12-312026-01-07

USMV ISHARES TR39.7K shares2.06%2025-12-312026-01-07

DIHP DIMENSIONAL ETF TRUST115.9K shares1.73%2025-12-312026-01-07

Sponsored

SEIV SEI EXCHANGE TRADED FUNDS85.4K sharesnew addition2025-12-312026-01-07

VCIT VANGUARD SCOTTSDALE FDS30.5K shares1.38%2025-12-312026-01-07

LQD ISHARES TR22.7K sharesnew addition2025-12-312026-01-07

DFIP DIMENSIONAL ETF TRUST59.7K sharesnew addition2025-12-312026-01-07

AAPL APPLE INC8.3K shares-0.72%2025-12-312026-01-07

DVY ISHARES TR15.2K shares1.80%2025-12-312026-01-07

DEHP DIMENSIONAL ETF TRUST58.7K shares1.63%2025-12-312026-01-07

MSFT MICROSOFT CORP3.6K shares-2.06%2025-12-312026-01-07

Sponsored

ALPHABET INC ALPHABET INC5.5K shares88.20%2025-12-312026-01-07

HD HOME DEPOT INC4.9K shares17.02%2025-12-312026-01-07

SPY SPDR S&P 500 ETF TR2.4K shares2.77%2025-12-312026-01-07

IEMG ISHARES INC24.4K sharesnew addition2025-12-312026-01-07

IYZ ISHARES TR39.7K shares9.73%2025-12-312026-01-07

IYW ISHARES TR6.5K shares6.06%2025-12-312026-01-07

IYH ISHARES TR20.0K sharesnew addition2025-12-312026-01-07

HYMB SPDR SERIES TRUST51.3K shares7.14%2025-12-312026-01-07

Sponsored

IDU ISHARES TR11.6K sharesnew addition2025-12-312026-01-07

HYD VANECK ETF TRUST24.4K shares6.51%2025-12-312026-01-07

NVDA NVIDIA CORPORATION5.8K shares-19.42%2025-12-312026-01-07

BROADCOM INC BROADCOM INC2.6K shares-26.50%2025-12-312026-01-07

WBD WARNER BROS DISCOVERY INC30.2K shares59.02%2025-12-312026-01-07

MU MICRON TECHNOLOGY INC3.0K sharesnew addition2025-12-312026-01-07

APP APPLOVIN CORP1.3K shares-10.65%2025-12-312026-01-07

TSLA TESLA INC1.9K shares72.26%2025-12-312026-01-07

Sponsored

KLAC KLA CORP675 sharesnew addition2025-12-312026-01-07

AMZN AMAZON COM INC3.3K shares8.11%2025-12-312026-01-07

VEA VANGUARD TAX-MANAGED FDS10.5K sharesnew addition2025-12-312026-01-07

VPLS VANGUARD MALVERN FDS8.2K sharesnew addition2025-12-312026-01-07

SO SOUTHERN CO7.3K shares-5.14%2025-12-312026-01-07

IBM INTERNATIONAL BUSINESS MACHS2.1K shares2.18%2025-12-312026-01-07

GE AEROSPACE GE AEROSPACE1.9K shares-5.22%2025-12-312026-01-07

XLK SELECT SECTOR SPDR TR4.1K shares100.00%2025-12-312026-01-07

Sponsored

CSCO CISCO SYS INC7.0K shares4.64%2025-12-312026-01-07

ASTS AST SPACEMOBILE INC7.2K shares17.46%2025-12-312026-01-07

META META PLATFORMS INC790 shares16.35%2025-12-312026-01-07

SHYG ISHARES TR12.0K shares3.23%2025-12-312026-01-07

AMD ADVANCED MICRO DEVICES INC2.3K sharesnew addition2025-12-312026-01-07

NEM NEWMONT CORP4.6K shares-17.79%2025-12-312026-01-07

CIEN CIENA CORP1.9K sharesnew addition2025-12-312026-01-07

COHERENT CORP COHERENT CORP2.4K sharesnew addition2025-12-312026-01-07

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.6K shares-23.31%2025-12-312026-01-07

CAT CATERPILLAR INC757 sharesnew addition2025-12-312026-01-07

JPM JPMORGAN CHASE & CO.1.3K shares-3.86%2025-12-312026-01-07

ALB ALBEMARLE CORP3.1K sharesnew addition2025-12-312026-01-07

LITE LUMENTUM HLDGS INC1.2K shares-42.91%2025-12-312026-01-07

TER TERADYNE INC2.2K sharesnew addition2025-12-312026-01-07

PLTR PALANTIR TECHNOLOGIES INC2.4K shares-8.84%2025-12-312026-01-07

WDC WESTERN DIGITAL CORP2.4K shares-33.73%2025-12-312026-01-07

Sponsored

GLW CORNING INC4.8K shares-15.81%2025-12-312026-01-07

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.8K sharesnew addition2025-12-312026-01-07

GS GOLDMAN SACHS GROUP INC454 shares-13.85%2025-12-312026-01-07

NFLX NETFLIX INC4.2K shares570.62%2025-12-312026-01-07

HOOD ROBINHOOD MKTS INC3.5K shares0.69%2025-12-312026-01-07

FSLR FIRST SOLAR INC1.5K sharesnew addition2025-12-312026-01-07

BK BANK NEW YORK MELLON CORP3.4K shares-5.16%2025-12-312026-01-07

XOM EXXON MOBIL CORP3.2K shares-4.99%2025-12-312026-01-07

Sponsored

APH AMPHENOL CORP NEW2.8K shares-6.23%2025-12-312026-01-07

BLTE BELITE BIO INC2.4K sharesnew addition2025-12-312026-01-07

INTC INTEL CORP10.3K sharesnew addition2025-12-312026-01-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL755 shares4.72%2025-12-312026-01-07

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares-22.11%2025-12-312026-01-07

DB DEUTSCHE BANK A G9.8K shares-3.83%2025-12-312026-01-07

MPWR MONOLITHIC PWR SYS INC411 sharesnew addition2025-12-312026-01-07

VRT VERTIV HOLDINGS CO2.3K sharesnew addition2025-12-312026-01-07

Sponsored

SQM SOCIEDAD QUIMICA Y MINERA DE5.4K sharesnew addition2025-12-312026-01-07

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.3K sharesnew addition2025-12-312026-01-07

JMIA JUMIA TECHNOLOGIES AG28.8K shares-26.38%2025-12-312026-01-07

SOFI SOFI TECHNOLOGIES INC13.2K shares-26.21%2025-12-312026-01-07

MP MP MATERIALS CORP6.5K shares28.61%2025-12-312026-01-07

INSM INSMED INC1.9K sharesnew addition2025-12-312026-01-07

T AT&T INC13.0K shares8.01%2025-12-312026-01-07

CAN CANAAN INC463.2K sharesnew addition2025-12-312026-01-07

Sponsored

ALPHABET INC ALPHABET INC1.0K sharesnew addition2025-12-312026-01-07

VOE VANGUARD INDEX FDS1.7K sharesnew addition2025-12-312026-01-07

HYG ISHARES TR3.7K shares1.07%2025-12-312026-01-07

COST COSTCO WHSL CORP NEW341 shares0.00%2025-12-312026-01-07

LOW LOWES COS INC1.2K shares-0.52%2025-12-312026-01-07

CVX CHEVRON CORP NEW1.8K shares-5.83%2025-12-312026-01-07

VOT VANGUARD INDEX FDS925 shares0.00%2025-12-312026-01-07

UPS UNITED PARCEL SERVICE INC2.5K sharesnew addition2025-12-312026-01-07

Sponsored

MA MASTERCARD INCORPORATED400 shares2.04%2025-12-312026-01-07

TFC TRUIST FINL CORP4.6K shares-6.87%2025-12-312026-01-07

MMM 3M CO1.4K shares3.06%2025-12-312026-01-07

V VISA INC620 shares-6.49%2025-12-312026-01-07

VUG VANGUARD INDEX FDS442 shares-4.33%2025-12-312026-01-07

YUM YUM BRANDS INC1.4K shares0.28%2025-12-312026-01-07

LLY ELI LILLY & CO198 sharesnew addition2025-12-312026-01-07

WMT WALMART INC1.9K sharesnew addition2025-12-312026-01-07

Sponsored

PH PARKER-HANNIFIN CORP234 shares-13.65%2025-12-312026-01-07

VANGUARD INDEX FDS

-0.37%

Shares101.1K

Event2025-12-31

Filed2026-01-07

ISHARES GOLD TR

-8.99%

Shares331.4K

Event2025-12-31

Filed2026-01-07

INVESCO QQQ TR

24.68%

Shares36.9K

Event2025-12-31

Filed2026-01-07

BNDX

VANGUARD CHARLOTTE FDS

New

Shares407.4K

Event2025-12-31

Filed2026-01-07

BND

VANGUARD BD INDEX FDS

New

Shares259.8K

Event2025-12-31

Filed2026-01-07

SEIM

SEI EXCHANGE TRADED FUNDS

New

Shares367.4K

Event2025-12-31

Filed2026-01-07

EFV

ISHARES TR

New

Shares220.6K

Event2025-12-31

Filed2026-01-07

VTEB

VANGUARD MUN BD FDS

185.67%

Shares311.0K

Event2025-12-31

Filed2026-01-07

EEM

ISHARES TR

-2.29%

Shares285.3K

Event2025-12-31

Filed2026-01-07

EFA

ISHARES TR

0.67%

Shares160.4K

Event2025-12-31

Filed2026-01-07

IWC

ISHARES TR

New

Shares66.7K

Event2025-12-31

Filed2026-01-07

VTIP

VANGUARD MALVERN FDS

133.80%

Shares151.3K

Event2025-12-31

Filed2026-01-07

VWOB

VANGUARD WHITEHALL FDS

133.44%

Shares107.4K

Event2025-12-31

Filed2026-01-07

EFAV

ISHARES TR

1.69%

Shares82.5K

Event2025-12-31

Filed2026-01-07

DISV

DIMENSIONAL ETF TRUST

-56.04%

Shares140.3K

Event2025-12-31

Filed2026-01-07

SUB

ISHARES TR

106.31%

Shares49.1K

Event2025-12-31

Filed2026-01-07

DFUV

DIMENSIONAL ETF TRUST

2.66%

Shares112.1K

Event2025-12-31

Filed2026-01-07

COCA COLA CO

-0.11%

Shares68.9K

Event2025-12-31

Filed2026-01-07

SEIQ

SEI EXCHANGE TRADED FUNDS

New

Shares109.2K

Event2025-12-31

Filed2026-01-07

IGBH

ISHARES U S ETF TR

-54.65%

Shares168.5K

Event2025-12-31

Filed2026-01-07

BIL

SPDR SERIES TRUST

New

Shares44.5K

Event2025-12-31

Filed2026-01-07

VTI

VANGUARD INDEX FDS

38.86%

Shares11.8K

Event2025-12-31

Filed2026-01-07

USMV

ISHARES TR

2.06%

Shares39.7K

Event2025-12-31

Filed2026-01-07

DIHP

DIMENSIONAL ETF TRUST

1.73%

Shares115.9K

Event2025-12-31

Filed2026-01-07

SEIV

SEI EXCHANGE TRADED FUNDS

New

Shares85.4K

Event2025-12-31

Filed2026-01-07

VCIT

VANGUARD SCOTTSDALE FDS

1.38%

Shares30.5K

Event2025-12-31

Filed2026-01-07

LQD

ISHARES TR

New

Shares22.7K

Event2025-12-31

Filed2026-01-07

DFIP

DIMENSIONAL ETF TRUST

New

Shares59.7K

Event2025-12-31

Filed2026-01-07

AAPL

APPLE INC

-0.72%

Shares8.3K

Event2025-12-31

Filed2026-01-07

DVY

ISHARES TR

1.80%

Shares15.2K

Event2025-12-31

Filed2026-01-07

DEHP

DIMENSIONAL ETF TRUST

1.63%

Shares58.7K

Event2025-12-31

Filed2026-01-07

MSFT

MICROSOFT CORP

-2.06%

Shares3.6K

Event2025-12-31

Filed2026-01-07

ALPHABET INC

88.20%

Shares5.5K

Event2025-12-31

Filed2026-01-07

HOME DEPOT INC

17.02%

Shares4.9K

Event2025-12-31

Filed2026-01-07

SPY

SPDR S&P 500 ETF TR

2.77%

Shares2.4K

Event2025-12-31

Filed2026-01-07

IEMG

ISHARES INC

New

Shares24.4K

Event2025-12-31

Filed2026-01-07

IYZ

ISHARES TR

9.73%

Shares39.7K

Event2025-12-31

Filed2026-01-07

IYW

ISHARES TR

6.06%

Shares6.5K

Event2025-12-31

Filed2026-01-07

IYH

ISHARES TR

New

Shares20.0K

Event2025-12-31

Filed2026-01-07

HYMB

SPDR SERIES TRUST

7.14%

Shares51.3K

Event2025-12-31

Filed2026-01-07

IDU

ISHARES TR

New

Shares11.6K

Event2025-12-31

Filed2026-01-07

HYD

VANECK ETF TRUST

6.51%

Shares24.4K

Event2025-12-31

Filed2026-01-07

NVDA

NVIDIA CORPORATION

-19.42%

Shares5.8K

Event2025-12-31

Filed2026-01-07

BROADCOM INC

-26.50%

Shares2.6K

Event2025-12-31

Filed2026-01-07

WBD

WARNER BROS DISCOVERY INC

59.02%

Shares30.2K

Event2025-12-31

Filed2026-01-07

MICRON TECHNOLOGY INC

New

Shares3.0K

Event2025-12-31

Filed2026-01-07

APP

APPLOVIN CORP

-10.65%

Shares1.3K

Event2025-12-31

Filed2026-01-07

TSLA

TESLA INC

72.26%

Shares1.9K

Event2025-12-31

Filed2026-01-07

KLAC

KLA CORP

New

Shares675

Event2025-12-31

Filed2026-01-07

AMZN

AMAZON COM INC

8.11%

Shares3.3K

Event2025-12-31

Filed2026-01-07

VEA

VANGUARD TAX-MANAGED FDS

New

Shares10.5K

Event2025-12-31

Filed2026-01-07

VPLS

VANGUARD MALVERN FDS

New

Shares8.2K

Event2025-12-31

Filed2026-01-07

SOUTHERN CO

-5.14%

Shares7.3K

Event2025-12-31

Filed2026-01-07

IBM

INTERNATIONAL BUSINESS MACHS

2.18%

Shares2.1K

Event2025-12-31

Filed2026-01-07

GE AEROSPACE

-5.22%

Shares1.9K

Event2025-12-31

Filed2026-01-07

XLK

SELECT SECTOR SPDR TR

100.00%

Shares4.1K

Event2025-12-31

Filed2026-01-07

CSCO

CISCO SYS INC

4.64%

Shares7.0K

Event2025-12-31

Filed2026-01-07

ASTS

AST SPACEMOBILE INC

17.46%

Shares7.2K

Event2025-12-31

Filed2026-01-07