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


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).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VV VANGUARD INDEX FDS101.1K shares-0.37%2025-12-312026-01-07history
ISHARES GOLD TR ISHARES GOLD TR331.4K shares-8.99%2025-12-312026-01-07history
INVESCO QQQ TR INVESCO QQQ TR36.9K shares24.68%2025-12-312026-01-07history
BNDX VANGUARD CHARLOTTE FDS407.4K sharesnew addition2025-12-312026-01-07history
BND VANGUARD BD INDEX FDS259.8K sharesnew addition2025-12-312026-01-07history
SEIM SEI EXCHANGE TRADED FUNDS367.4K sharesnew addition2025-12-312026-01-07history
EFV ISHARES TR220.6K sharesnew addition2025-12-312026-01-07history
VTEB VANGUARD MUN BD FDS311.0K shares185.67%2025-12-312026-01-07history
Sponsored
EEM ISHARES TR285.3K shares-2.29%2025-12-312026-01-07history
EFA ISHARES TR160.4K shares0.67%2025-12-312026-01-07history
IWC ISHARES TR66.7K sharesnew addition2025-12-312026-01-07history
VTIP VANGUARD MALVERN FDS151.3K shares133.80%2025-12-312026-01-07history
VWOB VANGUARD WHITEHALL FDS107.4K shares133.44%2025-12-312026-01-07history
EFAV ISHARES TR82.5K shares1.69%2025-12-312026-01-07history
DISV DIMENSIONAL ETF TRUST140.3K shares-56.04%2025-12-312026-01-07history
SUB ISHARES TR49.1K shares106.31%2025-12-312026-01-07history
Sponsored
DFUV DIMENSIONAL ETF TRUST112.1K shares2.66%2025-12-312026-01-07history
KO COCA COLA CO68.9K shares-0.11%2025-12-312026-01-07history
SEIQ SEI EXCHANGE TRADED FUNDS109.2K sharesnew addition2025-12-312026-01-07history
IGBH ISHARES U S ETF TR168.5K shares-54.65%2025-12-312026-01-07history
BIL SPDR SERIES TRUST44.5K sharesnew addition2025-12-312026-01-07history
VTI VANGUARD INDEX FDS11.8K shares38.86%2025-12-312026-01-07history
USMV ISHARES TR39.7K shares2.06%2025-12-312026-01-07history
DIHP DIMENSIONAL ETF TRUST115.9K shares1.73%2025-12-312026-01-07history
Sponsored
SEIV SEI EXCHANGE TRADED FUNDS85.4K sharesnew addition2025-12-312026-01-07history
VCIT VANGUARD SCOTTSDALE FDS30.5K shares1.38%2025-12-312026-01-07history
LQD ISHARES TR22.7K sharesnew addition2025-12-312026-01-07history
DFIP DIMENSIONAL ETF TRUST59.7K sharesnew addition2025-12-312026-01-07history
AAPL APPLE INC8.3K shares-0.72%2025-12-312026-01-07history
DVY ISHARES TR15.2K shares1.80%2025-12-312026-01-07history
DEHP DIMENSIONAL ETF TRUST58.7K shares1.63%2025-12-312026-01-07history
MSFT MICROSOFT CORP3.6K shares-2.06%2025-12-312026-01-07history
Sponsored
ALPHABET INC ALPHABET INC5.5K shares88.20%2025-12-312026-01-07history
HD HOME DEPOT INC4.9K shares17.02%2025-12-312026-01-07history
SPY SPDR S&P 500 ETF TR2.4K shares2.77%2025-12-312026-01-07history
IEMG ISHARES INC24.4K sharesnew addition2025-12-312026-01-07history
IYZ ISHARES TR39.7K shares9.73%2025-12-312026-01-07history
IYW ISHARES TR6.5K shares6.06%2025-12-312026-01-07history
IYH ISHARES TR20.0K sharesnew addition2025-12-312026-01-07history
HYMB SPDR SERIES TRUST51.3K shares7.14%2025-12-312026-01-07history
Sponsored
IDU ISHARES TR11.6K sharesnew addition2025-12-312026-01-07history
HYD VANECK ETF TRUST24.4K shares6.51%2025-12-312026-01-07history
NVDA NVIDIA CORPORATION5.8K shares-19.42%2025-12-312026-01-07history
BROADCOM INC BROADCOM INC2.6K shares-26.50%2025-12-312026-01-07history
WBD WARNER BROS DISCOVERY INC30.2K shares59.02%2025-12-312026-01-07history
MU MICRON TECHNOLOGY INC3.0K sharesnew addition2025-12-312026-01-07history
APP APPLOVIN CORP1.3K shares-10.65%2025-12-312026-01-07history
TSLA TESLA INC1.9K shares72.26%2025-12-312026-01-07history
Sponsored
KLAC KLA CORP675 sharesnew addition2025-12-312026-01-07history
AMZN AMAZON COM INC3.3K shares8.11%2025-12-312026-01-07history
VEA VANGUARD TAX-MANAGED FDS10.5K sharesnew addition2025-12-312026-01-07history
VPLS VANGUARD MALVERN FDS8.2K sharesnew addition2025-12-312026-01-07history
SO SOUTHERN CO7.3K shares-5.14%2025-12-312026-01-07history
IBM INTERNATIONAL BUSINESS MACHS2.1K shares2.18%2025-12-312026-01-07history
GE AEROSPACE GE AEROSPACE1.9K shares-5.22%2025-12-312026-01-07history
XLK SELECT SECTOR SPDR TR4.1K shares100.00%2025-12-312026-01-07history
Sponsored
CSCO CISCO SYS INC7.0K shares4.64%2025-12-312026-01-07history
ASTS AST SPACEMOBILE INC7.2K shares17.46%2025-12-312026-01-07history
META META PLATFORMS INC790 shares16.35%2025-12-312026-01-07history
SHYG ISHARES TR12.0K shares3.23%2025-12-312026-01-07history
AMD ADVANCED MICRO DEVICES INC2.3K sharesnew addition2025-12-312026-01-07history
NEM NEWMONT CORP4.6K shares-17.79%2025-12-312026-01-07history
CIEN CIENA CORP1.9K sharesnew addition2025-12-312026-01-07history
COHERENT CORP COHERENT CORP2.4K sharesnew addition2025-12-312026-01-07history
Sponsored
LAM RESEARCH CORP LAM RESEARCH CORP2.6K shares-23.31%2025-12-312026-01-07history
CAT CATERPILLAR INC757 sharesnew addition2025-12-312026-01-07history
JPM JPMORGAN CHASE & CO.1.3K shares-3.86%2025-12-312026-01-07history
ALB ALBEMARLE CORP3.1K sharesnew addition2025-12-312026-01-07history
LITE LUMENTUM HLDGS INC1.2K shares-42.91%2025-12-312026-01-07history
TER TERADYNE INC2.2K sharesnew addition2025-12-312026-01-07history
PLTR PALANTIR TECHNOLOGIES INC2.4K shares-8.84%2025-12-312026-01-07history
WDC WESTERN DIGITAL CORP2.4K shares-33.73%2025-12-312026-01-07history
Sponsored
GLW CORNING INC4.8K shares-15.81%2025-12-312026-01-07history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.8K sharesnew addition2025-12-312026-01-07history
GS GOLDMAN SACHS GROUP INC454 shares-13.85%2025-12-312026-01-07history
NFLX NETFLIX INC4.2K shares570.62%2025-12-312026-01-07history
HOOD ROBINHOOD MKTS INC3.5K shares0.69%2025-12-312026-01-07history
FSLR FIRST SOLAR INC1.5K sharesnew addition2025-12-312026-01-07history
BK BANK NEW YORK MELLON CORP3.4K shares-5.16%2025-12-312026-01-07history
XOM EXXON MOBIL CORP3.2K shares-4.99%2025-12-312026-01-07history
Sponsored
APH AMPHENOL CORP NEW2.8K shares-6.23%2025-12-312026-01-07history
BLTE BELITE BIO INC2.4K sharesnew addition2025-12-312026-01-07history
INTC INTEL CORP10.3K sharesnew addition2025-12-312026-01-07history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL755 shares4.72%2025-12-312026-01-07history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares-22.11%2025-12-312026-01-07history
DB DEUTSCHE BANK A G9.8K shares-3.83%2025-12-312026-01-07history
MPWR MONOLITHIC PWR SYS INC411 sharesnew addition2025-12-312026-01-07history
VRT VERTIV HOLDINGS CO2.3K sharesnew addition2025-12-312026-01-07history
Sponsored
SQM SOCIEDAD QUIMICA Y MINERA DE5.4K sharesnew addition2025-12-312026-01-07history
ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.3K sharesnew addition2025-12-312026-01-07history
JMIA JUMIA TECHNOLOGIES AG28.8K shares-26.38%2025-12-312026-01-07history
SOFI SOFI TECHNOLOGIES INC13.2K shares-26.21%2025-12-312026-01-07history
MP MP MATERIALS CORP6.5K shares28.61%2025-12-312026-01-07history
INSM INSMED INC1.9K sharesnew addition2025-12-312026-01-07history
T AT&T INC13.0K shares8.01%2025-12-312026-01-07history
CAN CANAAN INC463.2K sharesnew addition2025-12-312026-01-07history
Sponsored
ALPHABET INC ALPHABET INC1.0K sharesnew addition2025-12-312026-01-07history
VOE VANGUARD INDEX FDS1.7K sharesnew addition2025-12-312026-01-07history
HYG ISHARES TR3.7K shares1.07%2025-12-312026-01-07history
COST COSTCO WHSL CORP NEW341 shares0.00%2025-12-312026-01-07history
LOW LOWES COS INC1.2K shares-0.52%2025-12-312026-01-07history
CVX CHEVRON CORP NEW1.8K shares-5.83%2025-12-312026-01-07history
VOT VANGUARD INDEX FDS925 shares0.00%2025-12-312026-01-07history
UPS UNITED PARCEL SERVICE INC2.5K sharesnew addition2025-12-312026-01-07history
Sponsored
MA MASTERCARD INCORPORATED400 shares2.04%2025-12-312026-01-07history
TFC TRUIST FINL CORP4.6K shares-6.87%2025-12-312026-01-07history
MMM 3M CO1.4K shares3.06%2025-12-312026-01-07history
V VISA INC620 shares-6.49%2025-12-312026-01-07history
VUG VANGUARD INDEX FDS442 shares-4.33%2025-12-312026-01-07history
YUM YUM BRANDS INC1.4K shares0.28%2025-12-312026-01-07history
LLY ELI LILLY & CO198 sharesnew addition2025-12-312026-01-07history
WMT WALMART INC1.9K sharesnew addition2025-12-312026-01-07history
Sponsored
PH PARKER-HANNIFIN CORP234 shares-13.65%2025-12-312026-01-07history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available