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

Currently, Yoder Wealth Management, Inc. holds 115 types of securities in its portfolio with a total value $211.3M. In the most recent quarter, they have increased their positions in FTEC (+9.2K shares, valued at $2.1M), USFR (+12.4K shares, valued at $624.9K), IBIH (+18.8K shares, valued at $499.2K); decreased their positions in QUAL (-3.0K shares, valued at $571.6K), VIG (-2.5K shares, valued at $533.2K), XYZ (-3.0K shares, valued at $216.8K); initiated new positions in IBTH (+14.6K shares, valued at $328.8K), ORCL (+989 shares, valued at $278.1K), WMT (+2.3K shares, valued at $235.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTEC FIDELITY COVINGTON TRUST69.3K shares15.37%2025-09-302025-10-22

AAPL APPLE INC48.3K shares0.07%2025-09-302025-10-22

VUG VANGUARD INDEX FDS20.6K shares-0.87%2025-09-302025-10-22

QUAL ISHARES TR41.8K shares-6.61%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS37.4K shares-6.20%2025-09-302025-10-22

RSPT INVESCO EXCHANGE TRADED FD T157.4K shares3.71%2025-09-302025-10-22

LTPZ PIMCO ETF TR111.5K shares7.36%2025-09-302025-10-22

FIDU FIDELITY COVINGTON TRUST72.1K shares3.58%2025-09-302025-10-22

Sponsored

FCOM FIDELITY COVINGTON TRUST82.9K shares8.66%2025-09-302025-10-22

FHLC FIDELITY COVINGTON TRUST87.4K shares8.82%2025-09-302025-10-22

VCIT VANGUARD SCOTTSDALE FDS68.8K shares-0.17%2025-09-302025-10-22

USFR WISDOMTREE TR106.2K shares13.26%2025-09-302025-10-22

FNCL FIDELITY COVINGTON TRUST68.5K shares8.47%2025-09-302025-10-22

FDIS FIDELITY COVINGTON TRUST44.7K shares5.98%2025-09-302025-10-22

IBTL ISHARES TR221.0K shares8.06%2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR14.9K shares1.07%2025-09-302025-10-22

Sponsored

VTI VANGUARD INDEX FDS11.3K shares-1.03%2025-09-302025-10-22

PRF INVESCO EXCHANGE TRADED FD T78.2K shares0.00%2025-09-302025-10-22

RSPF INVESCO EXCHANGE TRADED FD T43.8K shares3.75%2025-09-302025-10-22

IBIH ISHARES TR125.8K shares17.54%2025-09-302025-10-22

TFLO ISHARES TR64.2K shares-0.55%2025-09-302025-10-22

ABNB AIRBNB INC26.3K shares-3.66%2025-09-302025-10-22

FENY FIDELITY COVINGTON TRUST111.4K shares3.33%2025-09-302025-10-22

TLT ISHARES TR29.9K shares0.37%2025-09-302025-10-22

Sponsored

XYZ BLOCK INC35.9K shares-7.72%2025-09-302025-10-22

FUTY FIDELITY COVINGTON TRUST44.9K shares7.92%2025-09-302025-10-22

FNDA SCHWAB STRATEGIC TR76.7K shares-0.20%2025-09-302025-10-22

AMZN AMAZON COM INC10.5K shares4.09%2025-09-302025-10-22

DFUS DIMENSIONAL ETF TRUST30.8K shares-2.50%2025-09-302025-10-22

XSOE WISDOMTREE TR56.3K shares-2.46%2025-09-302025-10-22

MSFT MICROSOFT CORP4.1K shares7.30%2025-09-302025-10-22

RSPH INVESCO EXCHANGE TRADED FD T71.0K shares6.61%2025-09-302025-10-22

Sponsored

TDTF FLEXSHARES TR85.5K shares-7.72%2025-09-302025-10-22

DFAE DIMENSIONAL ETF TRUST64.7K shares-1.25%2025-09-302025-10-22

NVDA NVIDIA CORPORATION10.5K shares10.67%2025-09-302025-10-22

RSPD INVESCO EXCHANGE TRADED FD T33.1K shares1.94%2025-09-302025-10-22

FNDB SCHWAB STRATEGIC TR73.1K shares0.00%2025-09-302025-10-22

GOOG ALPHABET INC7.7K shares5.27%2025-09-302025-10-22

FSTA FIDELITY COVINGTON TRUST36.4K shares6.72%2025-09-302025-10-22

FNDX SCHWAB STRATEGIC TR64.2K shares-5.19%2025-09-302025-10-22

Sponsored

IBTM ISHARES TR68.2K shares30.49%2025-09-302025-10-22

IQLT ISHARES TR31.7K shares-1.43%2025-09-302025-10-22

RSPC INVESCO EXCHANGE TRADED FD T33.0K shares2.46%2025-09-302025-10-22

META META PLATFORMS INC1.8K shares5.07%2025-09-302025-10-22

FMAT FIDELITY COVINGTON TRUST23.3K shares4.81%2025-09-302025-10-22

DFAU DIMENSIONAL ETF TRUST26.1K shares-4.93%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC6.2K shares-11.99%2025-09-302025-10-22

SCHD SCHWAB STRATEGIC TR39.4K shares-1.52%2025-09-302025-10-22

Sponsored

RSPS INVESCO EXCHANGE TRADED FD T31.6K shares2.72%2025-09-302025-10-22

AVGO BROADCOM INC2.7K shares7.06%2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS14.8K shares0.00%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares2.77%2025-09-302025-10-22

DFAC DIMENSIONAL ETF TRUST21.0K shares0.00%2025-09-302025-10-22

IBTK ISHARES TR40.3K shares0.00%2025-09-302025-10-22

FALN ISHARES TR27.6K shares0.36%2025-09-302025-10-22

VCR VANGUARD WORLD FD1.9K shares-2.63%2025-09-302025-10-22

Sponsored

SCHH SCHWAB STRATEGIC TR33.7K shares15.40%2025-09-302025-10-22

IWY ISHARES TR2.4K shares0.00%2025-09-302025-10-22

TSLA TESLA INC1.4K shares8.80%2025-09-302025-10-22

SPDW SPDR INDEX SHS FDS14.3K shares0.00%2025-09-302025-10-22

VHT VANGUARD WORLD FD2.3K shares-5.70%2025-09-302025-10-22

VTV VANGUARD INDEX FDS3.2K shares0.00%2025-09-302025-10-22

V VISA INC1.6K shares2.74%2025-09-302025-10-22

VOE VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-10-22

Sponsored

IBTG ISHARES TR21.8K shares18.45%2025-09-302025-10-22

IBDW ISHARES TR23.6K shares0.00%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.1.6K shares4.55%2025-09-302025-10-22

SCHP SCHWAB STRATEGIC TR18.4K shares0.00%2025-09-302025-10-22

VV VANGUARD INDEX FDS1.6K shares-1.89%2025-09-302025-10-22

FNDC SCHWAB STRATEGIC TR10.9K shares-2.06%2025-09-302025-10-22

DFAR DIMENSIONAL ETF TRUST18.8K shares5.32%2025-09-302025-10-22

VAW VANGUARD WORLD FD2.1K shares0.00%2025-09-302025-10-22

Sponsored

VGT VANGUARD WORLD FD571 shares0.00%2025-09-302025-10-22

VOX VANGUARD WORLD FD2.2K shares-1.03%2025-09-302025-10-22

GOOGL ALPHABET INC1.7K shares-4.28%2025-09-302025-10-22

MA MASTERCARD INCORPORATED629 shares4.31%2025-09-302025-10-22

IYY ISHARES TR2.2K shares0.00%2025-09-302025-10-22

VDE VANGUARD WORLD FD2.7K shares0.00%2025-09-302025-10-22

IEF ISHARES TR3.4K shares-4.70%2025-09-302025-10-22

IBTH ISHARES TR14.6K sharesnew addition2025-09-302025-10-22

Sponsored

IWX ISHARES TR3.7K shares0.00%2025-09-302025-10-22

CRM SALESFORCE INC1.4K shares4.13%2025-09-302025-10-22

DFAT DIMENSIONAL ETF TRUST5.5K shares0.00%2025-09-302025-10-22

IBDV ISHARES TR14.4K shares0.00%2025-09-302025-10-22

O REALTY INCOME CORP5.1K shares6.42%2025-09-302025-10-22

C CITIGROUP INC3.0K shares-1.62%2025-09-302025-10-22

RSPM INVESCO EXCHANGE TRADED FD T9.1K shares-1.34%2025-09-302025-10-22

VBR VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-22

Sponsored

IBDS ISHARES TR12.1K shares27.37%2025-09-302025-10-22

PSCT INVESCO EXCH TRADED FD TR II5.4K shares0.00%2025-09-302025-10-22

ORCL ORACLE CORP989 sharesnew addition2025-09-302025-10-22

BSCS INVESCO EXCH TRD SLF IDX FD13.4K shares0.00%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO1.8K shares4.94%2025-09-302025-10-22

AMT AMERICAN TOWER CORP NEW1.4K shares6.38%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC6.2K shares2.50%2025-09-302025-10-22

CSCO CISCO SYS INC3.9K shares3.76%2025-09-302025-10-22

Sponsored

IBDR ISHARES TR11.0K shares-10.57%2025-09-302025-10-22

PSA PUBLIC STORAGE OPER CO923 shares7.33%2025-09-302025-10-22

DIS DISNEY WALT CO2.2K shares-1.77%2025-09-302025-10-22

NOW SERVICENOW INC272 shares4.62%2025-09-302025-10-22

BSCQ INVESCO EXCH TRD SLF IDX FD12.7K shares0.00%2025-09-302025-10-22

PLD PROLOGIS INC.2.2K shares8.37%2025-09-302025-10-22

IBTI ISHARES TR11.0K shares0.00%2025-09-302025-10-22

NFLX NETFLIX INC200 shares5.82%2025-09-302025-10-22

Sponsored

FXE INVESCO CURRENCYSHARES EURO2.2K shares-47.62%2025-09-302025-10-22

WMT WALMART INC2.3K sharesnew addition2025-09-302025-10-22

JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-10-22

GE GE AEROSPACE767 shares-1.79%2025-09-302025-10-22

QQQ INVESCO QQQ TR379 shares0.00%2025-09-302025-10-22

IBII ISHARES TR8.6K shares0.00%2025-09-302025-10-22

MO ALTRIA GROUP INC3.3K shares-4.37%2025-09-302025-10-22

ABBV ABBVIE INC904 sharesnew addition2025-09-302025-10-22

Sponsored

ADBE ADOBE INC592 shares0.34%2025-09-302025-10-22

EFX EQUIFAX INC791 shares0.00%2025-09-302025-10-22

BSCV INVESCO EXCH TRD SLF IDX FD10.1K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available