Sponsored

The Analysis of Yoder Wealth Management, Inc.'s Holdings & P&L

Currently, Yoder Wealth Management, Inc. holds 124 types of securities in its portfolio with a total value $219.4M. In the most recent quarter, they have increased their positions in FTEC (+11.4K shares, valued at $2.4M), TFLO (+25.3K shares, valued at $1.3M), IBTM (+55.0K shares, valued at $1.3M); decreased their positions in VUG (-2.2K shares, valued at $938.3K), QUAL (-3.7K shares, valued at $697.8K), AAPL (-2.0K shares, valued at $514.2K); initiated new positions in EQIX (+266 shares, valued at $260.7K), TER (+845 shares, valued at $250.5K), COP (+1.8K shares, valued at $238.0K).

1M P&L

+9.2M+4.11%

3M P&L

-24.3M-9.43%

HY P&L

-18.0M-7.17%

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/A177.5M

84.6%

2Consumer Electronics11.4M

5.4%

3Software - Infrastructure4.7M

2.2%

Top Industries by Stock Count

1N/A80 stocks

70.2%

2Drug Manufacturers - General4 stocks

3.5%

3Software - Infrastructure3 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTEC FIDELITY COVINGTON TRUST98.1K shares13.20%2026-03-312026-04-22

AAPL APPLE INC44.8K shares-4.32%2026-03-312026-04-22

FCOM FIDELITY COVINGTON TRUST105.8K shares8.30%2026-03-312026-04-22

RSPT INVESCO EXCHANGE TRADED FD T157.4K shares2.53%2026-03-312026-04-22

VUG VANGUARD INDEX FDS15.4K shares-12.26%2026-03-312026-04-22

FIDU FIDELITY COVINGTON TRUST76.2K shares2.04%2026-03-312026-04-22

FNCL FIDELITY COVINGTON TRUST93.6K shares14.47%2026-03-312026-04-22

FHLC FIDELITY COVINGTON TRUST89.9K shares-5.57%2026-03-312026-04-22

Sponsored

QUAL ISHARES TR32.0K shares-10.26%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS28.3K shares-6.94%2026-03-312026-04-22

LTPZ PIMCO ETF TR113.3K shares-1.05%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS68.5K shares0.14%2026-03-312026-04-22

FDIS FIDELITY COVINGTON TRUST59.5K shares14.72%2026-03-312026-04-22

USFR WISDOMTREE TR95.9K shares3.36%2026-03-312026-04-22

IBTL ISHARES TR223.6K shares3.28%2026-03-312026-04-22

TFLO ISHARES TR78.4K shares47.57%2026-03-312026-04-22

Sponsored

FENY FIDELITY COVINGTON TRUST112.6K shares-7.65%2026-03-312026-04-22

IBIH ISHARES TR143.7K shares10.72%2026-03-312026-04-22

VTI VANGUARD INDEX FDS11.4K shares0.55%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T76.8K shares-0.63%2026-03-312026-04-22

IBTM ISHARES TR155.3K shares54.74%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR26.4K shares-2.30%2026-03-312026-04-22

RSPF INVESCO EXCHANGE TRADED FD T44.5K shares2.89%2026-03-312026-04-22

ABNB AIRBNB INC22.9K shares-13.26%2026-03-312026-04-22

Sponsored

TLT ISHARES TR33.2K shares12.68%2026-03-312026-04-22

FUTY FIDELITY COVINGTON TRUST48.0K shares-0.43%2026-03-312026-04-22

ALPHABET INC ALPHABET INC8.8K shares9.53%2026-03-312026-04-22

FNDA SCHWAB STRATEGIC TR76.7K shares0.00%2026-03-312026-04-22

FSTA FIDELITY COVINGTON TRUST47.2K shares5.65%2026-03-312026-04-22

AMZN AMAZON COM INC10.8K shares3.37%2026-03-312026-04-22

XSOE WISDOMTREE TR55.5K shares-0.47%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST64.3K shares0.00%2026-03-312026-04-22

Sponsored

RSPH INVESCO EXCHANGE TRADED FD T70.8K shares4.49%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST30.1K shares0.07%2026-03-312026-04-22

NVDA NVIDIA CORPORATION12.0K shares7.53%2026-03-312026-04-22

XYZ BLOCK INC34.5K shares0.39%2026-03-312026-04-22

TDTF FLEXSHARES TR84.0K shares-1.41%2026-03-312026-04-22

FNDB SCHWAB STRATEGIC TR72.6K shares-0.08%2026-03-312026-04-22

RSPD INVESCO EXCHANGE TRADED FD T33.0K shares5.17%2026-03-312026-04-22

MSFT MICROSOFT CORP4.6K shares5.37%2026-03-312026-04-22

Sponsored

FNDX SCHWAB STRATEGIC TR56.4K shares-12.18%2026-03-312026-04-22

IQLT ISHARES TR31.3K shares-1.07%2026-03-312026-04-22

FMAT FIDELITY COVINGTON TRUST25.0K shares-1.17%2026-03-312026-04-22

RSPC INVESCO EXCHANGE TRADED FD T33.1K shares0.86%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR37.2K shares-2.02%2026-03-312026-04-22

META META PLATFORMS INC1.9K shares3.01%2026-03-312026-04-22

SCHH SCHWAB STRATEGIC TR48.3K shares3.67%2026-03-312026-04-22

RSPS INVESCO EXCHANGE TRADED FD T32.9K shares1.22%2026-03-312026-04-22

Sponsored

IBTK ISHARES TR48.8K shares20.52%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS14.8K shares0.00%2026-03-312026-04-22

BROADCOM INC BROADCOM INC3.0K shares4.86%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC6.2K shares1.75%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares3.61%2026-03-312026-04-22

DFAU DIMENSIONAL ETF TRUST19.2K shares-12.45%2026-03-312026-04-22

IBDW ISHARES TR39.5K shares20.79%2026-03-312026-04-22

FALN ISHARES TR27.3K shares-4.54%2026-03-312026-04-22

Sponsored

VCR VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS14.3K shares0.00%2026-03-312026-04-22

VTV VANGUARD INDEX FDS3.2K shares0.00%2026-03-312026-04-22

TSLA TESLA INC1.6K shares7.06%2026-03-312026-04-22

IWY ISHARES TR2.4K shares0.00%2026-03-312026-04-22

VOE VANGUARD INDEX FDS2.9K shares0.00%2026-03-312026-04-22

IBTG ISHARES TR23.2K shares0.00%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST13.4K shares0.00%2026-03-312026-04-22

Sponsored

JPM JPMORGAN CHASE & CO1.7K shares5.46%2026-03-312026-04-22

V VISA INC1.7K shares0.24%2026-03-312026-04-22

SCHP SCHWAB STRATEGIC TR18.4K shares0.00%2026-03-312026-04-22

VDE VANGUARD WORLD FD2.7K shares0.00%2026-03-312026-04-22

VV VANGUARD INDEX FDS1.6K shares-1.62%2026-03-312026-04-22

DFAR DIMENSIONAL ETF TRUST19.9K shares2.56%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.6K shares0.00%2026-03-312026-04-22

VHT VANGUARD WORLD FD1.6K shares-23.47%2026-03-312026-04-22

Sponsored

FNDC SCHWAB STRATEGIC TR9.3K shares0.00%2026-03-312026-04-22

VGT VANGUARD WORLD FD571 shares0.00%2026-03-312026-04-22

VOX VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-04-22

IBII ISHARES TR14.6K shares69.77%2026-03-312026-04-22

VAW VANGUARD WORLD FD1.7K shares-14.52%2026-03-312026-04-22

IBDV ISHARES TR16.9K shares0.00%2026-03-312026-04-22

BOXX EA SERIES TRUST3.1K shares-14.72%2026-03-312026-04-22

O REALTY INCOME CORP5.8K shares8.02%2026-03-312026-04-22

Sponsored

IYY ISHARES TR2.2K shares0.00%2026-03-312026-04-22

IWX ISHARES TR3.7K shares0.00%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC3.1K shares0.83%2026-03-312026-04-22

DFAT DIMENSIONAL ETF TRUST5.5K shares0.00%2026-03-312026-04-22

WMT WALMART INC2.7K shares7.34%2026-03-312026-04-22

MA MASTERCARD INCORPORATED671 shares4.68%2026-03-312026-04-22

IBTH ISHARES TR14.6K shares0.00%2026-03-312026-04-22

PSCT INVESCO EXCH TRADED FD TR II5.4K shares0.00%2026-03-312026-04-22

Sponsored

CSCO CISCO SYS INC4.2K shares3.45%2026-03-312026-04-22

PLD PROLOGIS INC.2.4K shares6.62%2026-03-312026-04-22

IEF ISHARES TR3.4K shares-1.48%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC6.4K shares3.10%2026-03-312026-04-22

RSPM INVESCO EXCHANGE TRADED FD T8.2K shares-3.55%2026-03-312026-04-22

RSPG INVESCO EXCHANGE TRADED FD T2.9K shares11.03%2026-03-312026-04-22

IBDR ISHARES TR12.9K shares0.00%2026-03-312026-04-22

VBR VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON1.3K shares-4.19%2026-03-312026-04-22

XOM EXXON MOBIL CORP1.8K shares5.85%2026-03-312026-04-22

IBDS ISHARES TR12.2K shares-2.79%2026-03-312026-04-22

IBTI ISHARES TR13.1K shares0.00%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO1.1K shares8.32%2026-03-312026-04-22

AMT AMERICAN TOWER CORP1.6K shares9.80%2026-03-312026-04-22

BSCS INVESCO EXCH TRD SLF IDX FD13.4K shares0.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO1.9K shares5.80%2026-03-312026-04-22

Sponsored

EQIX EQUINIX INC266 sharesnew addition2026-03-312026-04-22

CRM SALESFORCE INC1.4K shares1.68%2026-03-312026-04-22

LLY ELI LILLY & CO276 shares9.09%2026-03-312026-04-22

TER TERADYNE INC845 sharesnew addition2026-03-312026-04-22

BSCQ INVESCO EXCH TRD SLF IDX FD12.7K shares0.00%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.0K shares3.00%2026-03-312026-04-22

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.2K shares3.67%2026-03-312026-04-22

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-22

DIS DISNEY WALT CO2.3K shares1.01%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR379 shares0.00%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE767 shares0.00%2026-03-312026-04-22

MO ALTRIA GROUP INC3.3K sharesnew addition2026-03-312026-04-22

NFLX NETFLIX INC.2.2K sharesnew addition2026-03-312026-04-22

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-04-22

IEMG ISHARES INC2.9K sharesnew addition2026-03-312026-04-22

Sponsored

ABBV ABBVIE INC942 shares-1.05%2026-03-312026-04-22

AMGN AMGEN INC574 sharesnew addition2026-03-312026-04-22

RSPN INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-03-312026-04-22

BSCV INVESCO EXCH TRD SLF IDX FD10.1K shares0.00%2026-03-312026-04-22

FTEC

FIDELITY COVINGTON TRUST

13.20%

Shares98.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-4.32%

Shares44.8K

Event2026-03-31

Filed2026-04-22

FCOM

FIDELITY COVINGTON TRUST

8.30%

Shares105.8K

Event2026-03-31

Filed2026-04-22

RSPT

INVESCO EXCHANGE TRADED FD T

2.53%

Shares157.4K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

-12.26%

Shares15.4K

Event2026-03-31

Filed2026-04-22

FIDU

FIDELITY COVINGTON TRUST

2.04%

Shares76.2K

Event2026-03-31

Filed2026-04-22

FNCL

FIDELITY COVINGTON TRUST

14.47%

Shares93.6K

Event2026-03-31

Filed2026-04-22

FHLC

FIDELITY COVINGTON TRUST

-5.57%

Shares89.9K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

-10.26%

Shares32.0K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-6.94%

Shares28.3K

Event2026-03-31

Filed2026-04-22

LTPZ

PIMCO ETF TR

-1.05%

Shares113.3K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

0.14%

Shares68.5K

Event2026-03-31

Filed2026-04-22

FDIS

FIDELITY COVINGTON TRUST

14.72%

Shares59.5K

Event2026-03-31

Filed2026-04-22

USFR

WISDOMTREE TR

3.36%

Shares95.9K

Event2026-03-31

Filed2026-04-22

IBTL

ISHARES TR

3.28%

Shares223.6K

Event2026-03-31

Filed2026-04-22

TFLO

ISHARES TR

47.57%

Shares78.4K

Event2026-03-31

Filed2026-04-22

FENY

FIDELITY COVINGTON TRUST

-7.65%

Shares112.6K

Event2026-03-31

Filed2026-04-22

IBIH

ISHARES TR

10.72%

Shares143.7K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.55%

Shares11.4K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

-0.63%

Shares76.8K

Event2026-03-31

Filed2026-04-22

IBTM

ISHARES TR

54.74%

Shares155.3K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

-2.30%

Shares26.4K

Event2026-03-31

Filed2026-04-22

RSPF

INVESCO EXCHANGE TRADED FD T

2.89%

Shares44.5K

Event2026-03-31

Filed2026-04-22

ABNB

AIRBNB INC

-13.26%

Shares22.9K

Event2026-03-31

Filed2026-04-22

TLT

ISHARES TR

12.68%

Shares33.2K

Event2026-03-31

Filed2026-04-22

FUTY

FIDELITY COVINGTON TRUST

-0.43%

Shares48.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

9.53%

Shares8.8K

Event2026-03-31

Filed2026-04-22

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares76.7K

Event2026-03-31

Filed2026-04-22

FSTA

FIDELITY COVINGTON TRUST

5.65%

Shares47.2K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

3.37%

Shares10.8K

Event2026-03-31

Filed2026-04-22

XSOE

WISDOMTREE TR

-0.47%

Shares55.5K

Event2026-03-31

Filed2026-04-22

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares64.3K

Event2026-03-31

Filed2026-04-22

RSPH

INVESCO EXCHANGE TRADED FD T

4.49%

Shares70.8K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL ETF TRUST

0.07%

Shares30.1K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

7.53%

Shares12.0K

Event2026-03-31

Filed2026-04-22

XYZ

BLOCK INC

0.39%

Shares34.5K

Event2026-03-31

Filed2026-04-22

TDTF

FLEXSHARES TR

-1.41%

Shares84.0K

Event2026-03-31

Filed2026-04-22

FNDB

SCHWAB STRATEGIC TR

-0.08%

Shares72.6K

Event2026-03-31

Filed2026-04-22

RSPD

INVESCO EXCHANGE TRADED FD T

5.17%

Shares33.0K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

5.37%

Shares4.6K

Event2026-03-31

Filed2026-04-22

FNDX

SCHWAB STRATEGIC TR

-12.18%

Shares56.4K

Event2026-03-31

Filed2026-04-22

IQLT

ISHARES TR

-1.07%

Shares31.3K

Event2026-03-31

Filed2026-04-22

FMAT

FIDELITY COVINGTON TRUST

-1.17%

Shares25.0K

Event2026-03-31

Filed2026-04-22

RSPC

INVESCO EXCHANGE TRADED FD T

0.86%

Shares33.1K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

-2.02%

Shares37.2K

Event2026-03-31

Filed2026-04-22