Sponsored
The Analysis of Yoder Wealth Management, Inc.'s Holdings & P&L
Currently, Yoder Wealth Management, Inc. holds 129 types of securities in its portfolio with a total value $255.9M. In the most recent quarter, they have increased their positions in VUG (+68.3K shares, valued at $5.9M), USFR (+36.7K shares, valued at $1.8M), FTEC (+6.2K shares, valued at $1.8M); decreased their positions in ABNB (-3.4K shares, valued at $491.3K), FENY (-11.5K shares, valued at $341.2K), QUAL (-1.5K shares, valued at $329.7K); initiated new positions in FXE (+5.5K shares, valued at $579.9K), INTC (+2.3K shares, valued at $315.6K), MU (+263 shares, valued at $303.6K).
1M P&L
+575.3K+0.21%
3M P&L
+7.4M+2.84%
HY P&L
+16.6M+6.58%
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/A207.4M
84.3%
2Consumer Electronics12.8M
5.2%
3Software - Infrastructure4.6M
1.9%
Top Industries by Stock Count
1N/A82 stocks
69.5%
2Semiconductors4 stocks
3.4%
3Drug Manufacturers - General4 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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FTEC
6.29%FIDELITY COVINGTON TRUST
Shares104.3K
Event2026-06-30
Filed2026-07-22
AAPL
-1.32%APPLE INC
Shares44.3K
Event2026-06-30
Filed2026-07-22
RSPT
2.73%INVESCO EXCHANGE TRADED FD T
Shares161.7K
Event2026-06-30
Filed2026-07-22
FCOM
11.32%FIDELITY COVINGTON TRUST
Shares117.8K
Event2026-06-30
Filed2026-07-22
FNCL
11.62%FIDELITY COVINGTON TRUST
Shares104.5K
Event2026-06-30
Filed2026-07-22
FIDU
4.71%FIDELITY COVINGTON TRUST
Shares79.7K
Event2026-06-30
Filed2026-07-22
FHLC
13.57%FIDELITY COVINGTON TRUST
Shares102.1K
Event2026-06-30
Filed2026-07-22
VUG
443.39%VANGUARD INDEX FDS
Shares83.7K
Event2026-06-30
Filed2026-07-22
FDIS
11.79%FIDELITY COVINGTON TRUST
Shares66.5K
Event2026-06-30
Filed2026-07-22
USFR
38.29%WISDOMTREE TR
Shares132.7K
Event2026-06-30
Filed2026-07-22
QUAL
-4.74%ISHARES TR
Shares30.5K
Event2026-06-30
Filed2026-07-22
VIG
-4.75%VANGUARD SPECIALIZED FUNDS
Shares27.0K
Event2026-06-30
Filed2026-07-22
LTPZ
4.41%PIMCO ETF TR
Shares118.3K
Event2026-06-30
Filed2026-07-22
VCIT
-0.91%VANGUARD SCOTTSDALE FDS
Shares67.9K
Event2026-06-30
Filed2026-07-22
IBTM
39.58%ISHARES TR
Shares216.8K
Event2026-06-30
Filed2026-07-22
XLK
-5.99%SELECT SECTOR SPDR TR
Shares24.9K
Event2026-06-30
Filed2026-07-22
IBTL
1.14%ISHARES TR
Shares226.2K
Event2026-06-30
Filed2026-07-22
IBIH
14.99%ISHARES TR
Shares165.3K
Event2026-06-30
Filed2026-07-22
TFLO
9.38%ISHARES TR
Shares85.7K
Event2026-06-30
Filed2026-07-22
VANGUARD INDEX FDS
0.53%VANGUARD INDEX FDS
Shares11.5K
Event2026-06-30
Filed2026-07-22
PRF
-0.85%INVESCO EXCHANGE TRADED FD T
Shares76.1K
Event2026-06-30
Filed2026-07-22
RSPF
2.58%INVESCO EXCHANGE TRADED FD T
Shares45.6K
Event2026-06-30
Filed2026-07-22
GOOG
1.16%ALPHABET INC
Shares8.9K
Event2026-06-30
Filed2026-07-22
FENY
-10.25%FIDELITY COVINGTON TRUST
Shares101.0K
Event2026-06-30
Filed2026-07-22
FNDA
-0.29%SCHWAB STRATEGIC TR
Shares76.5K
Event2026-06-30
Filed2026-07-22
TLT
-0.74%ISHARES TR
Shares32.9K
Event2026-06-30
Filed2026-07-22
ABNB
-15.00%AIRBNB INC
Shares19.5K
Event2026-06-30
Filed2026-07-22
AMZN
5.80%AMAZON COM INC
Shares11.4K
Event2026-06-30
Filed2026-07-22
XSOE
-0.03%WISDOMTREE TR
Shares55.5K
Event2026-06-30
Filed2026-07-22
XYZ
0.00%BLOCK INC
Shares34.5K
Event2026-06-30
Filed2026-07-22
FUTY
-6.76%FIDELITY COVINGTON TRUST
Shares44.8K
Event2026-06-30
Filed2026-07-22
DFAE
0.00%DIMENSIONAL ETF TRUST
Shares64.3K
Event2026-06-30
Filed2026-07-22
FSTA
1.30%FIDELITY COVINGTON TRUST
Shares47.8K
Event2026-06-30
Filed2026-07-22
DFUS
0.68%DIMENSIONAL ETF TRUST
Shares30.4K
Event2026-06-30
Filed2026-07-22
NVDA
3.13%NVIDIA CORPORATION
Shares12.4K
Event2026-06-30
Filed2026-07-22
RSPH
1.26%INVESCO EXCHANGE TRADED FD T
Shares71.7K
Event2026-06-30
Filed2026-07-22
FNDB
0.00%SCHWAB STRATEGIC TR
Shares72.6K
Event2026-06-30
Filed2026-07-22
TDTF
-2.83%FLEXSHARES TR
Shares81.6K
Event2026-06-30
Filed2026-07-22
RSPD
4.42%INVESCO EXCHANGE TRADED FD T
Shares34.5K
Event2026-06-30
Filed2026-07-22
MSFT
5.18%MICROSOFT CORP
Shares4.8K
Event2026-06-30
Filed2026-07-22
FNDX
-11.82%SCHWAB STRATEGIC TR
Shares49.7K
Event2026-06-30
Filed2026-07-22
IQLT
-0.77%ISHARES TR
Shares31.1K
Event2026-06-30
Filed2026-07-22
FMAT
-7.59%FIDELITY COVINGTON TRUST
Shares23.1K
Event2026-06-30
Filed2026-07-22
RSPC
7.55%INVESCO EXCHANGE TRADED FD T
Shares35.6K
Event2026-06-30
Filed2026-07-22
BROADCOM INC
5.23%BROADCOM INC
Shares3.2K
Event2026-06-30
Filed2026-07-22
META PLATFORMS INC
4.57%META PLATFORMS INC
Shares2.0K
Event2026-06-30
Filed2026-07-22
SCHD
-9.68%SCHWAB STRATEGIC TR
Shares33.6K
Event2026-06-30
Filed2026-07-22
VEA
0.00%VANGUARD TAX-MANAGED FDS
Shares14.8K
Event2026-06-30
Filed2026-07-22
IBDW
26.07%ISHARES TR
Shares49.8K
Event2026-06-30
Filed2026-07-22
IBTK
0.51%ISHARES TR
Shares49.0K
Event2026-06-30
Filed2026-07-22
BRK.B
0.27%BERKSHIRE HATHAWAY INC DEL
Shares1.8K
Event2026-06-30
Filed2026-07-22
SCHH
-19.72%SCHWAB STRATEGIC TR
Shares38.8K
Event2026-06-30
Filed2026-07-22
RSPS
-11.00%INVESCO EXCHANGE TRADED FD T
Shares29.3K
Event2026-06-30
Filed2026-07-22
VCR
1.88%VANGUARD WORLD FD
Shares2.0K
Event2026-06-30
Filed2026-07-22
DFAU
-20.95%DIMENSIONAL ETF TRUST
Shares15.2K
Event2026-06-30
Filed2026-07-22
PALANTIR TECHNOLOGIES INC
1.25%PALANTIR TECHNOLOGIES INC
Shares6.3K
Event2026-06-30
Filed2026-07-22
FALN
-1.46%ISHARES TR
Shares26.9K
Event2026-06-30
Filed2026-07-22
SPDW
0.00%SPDR INDEX SHS FDS
Shares14.3K
Event2026-06-30
Filed2026-07-22
TSLA
5.24%TESLA INC
Shares1.7K
Event2026-06-30
Filed2026-07-22
VTV
0.00%VANGUARD INDEX FDS
Shares3.2K
Event2026-06-30
Filed2026-07-22
IWY
0.00%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-07-22
AMD
1.55%ADVANCED MICRO DEVICES INC
Shares1.2K
Event2026-06-30
Filed2026-07-22
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares13.4K
Event2026-06-30
Filed2026-07-22
FXE
NewINVESCO CURRENCYSHARES EURO
Shares5.5K
Event2026-06-30
Filed2026-07-22
VOE
0.00%VANGUARD INDEX FDS
Shares2.9K
Event2026-06-30
Filed2026-07-22
JPMORGAN CHASE & CO
0.52%JPMORGAN CHASE & CO
Shares1.7K
Event2026-06-30
Filed2026-07-22
GOOGL
0.00%ALPHABET INC
Shares1.6K
Event2026-06-30
Filed2026-07-22
VISA INC
-2.28%VISA INC
Shares1.6K
Event2026-06-30
Filed2026-07-22
VGT
700.00%VANGUARD WORLD FD
Shares4.6K
Event2026-06-30
Filed2026-07-22
VV
-0.63%VANGUARD INDEX FDS
Shares1.6K
Event2026-06-30
Filed2026-07-22
IBTG
-3.01%ISHARES TR
Shares22.5K
Event2026-06-30
Filed2026-07-22
DFAR
-3.82%DIMENSIONAL ETF TRUST
Shares19.2K
Event2026-06-30
Filed2026-07-22
PSCT
0.00%INVESCO EXCH TRADED FD TR II
Shares5.4K
Event2026-06-30
Filed2026-07-22
LRCX
3.29%LAM RESEARCH CORP
Shares1.1K
Event2026-06-30
Filed2026-07-22
SCHP
0.00%SCHWAB STRATEGIC TR
Shares18.4K
Event2026-06-30
Filed2026-07-22
VHT
0.00%VANGUARD WORLD FD
Shares1.6K
Event2026-06-30
Filed2026-07-22
CISCO SYS INC
-6.26%CISCO SYS INC
Shares3.9K
Event2026-06-30
Filed2026-07-22
FNDC
0.00%SCHWAB STRATEGIC TR
Shares9.3K
Event2026-06-30
Filed2026-07-22
C
0.98%CITIGROUP INC
Shares3.1K
Event2026-06-30
Filed2026-07-22
VDE
0.00%VANGUARD WORLD FD
Shares2.7K
Event2026-06-30
Filed2026-07-22
TER
0.00%TERADYNE INC
Shares845
Event2026-06-30
Filed2026-07-22
VOX
0.00%VANGUARD WORLD FD
Shares2.2K
Event2026-06-30
Filed2026-07-22
IYY
0.00%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-07-22
IWX
0.00%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-22
DFAT
0.00%DIMENSIONAL ETF TRUST
Shares5.5K
Event2026-06-30
Filed2026-07-22
IBII
0.00%ISHARES TR
Shares14.6K
Event2026-06-30
Filed2026-07-22
VAW
-1.51%VANGUARD WORLD FD
Shares1.6K
Event2026-06-30
Filed2026-07-22
IBDV
0.00%ISHARES TR
Shares16.9K
Event2026-06-30
Filed2026-07-22
O
0.50%REALTY INCOME CORP
Shares5.8K
Event2026-06-30
Filed2026-07-22
MASTERCARD INCORPORATED
1.64%MASTERCARD INCORPORATED
Shares682
Event2026-06-30
Filed2026-07-22
VBR
0.42%VANGUARD INDEX FDS
Shares1.4K
Event2026-06-30
Filed2026-07-22
IBDR
6.95%ISHARES TR
Shares13.8K
Event2026-06-30
Filed2026-07-22
LLY
1.09%ELI LILLY & CO
Shares279
Event2026-06-30
Filed2026-07-22
PSA
-0.47%PUBLIC STORAGE
Shares1.0K
Event2026-06-30
Filed2026-07-22
PLD
0.65%PROLOGIS INC.
Shares2.5K
Event2026-06-30
Filed2026-07-22
WMT
6.80%WALMART INC
Shares2.9K
Event2026-06-30
Filed2026-07-22
IBTH
0.00%ISHARES TR
Shares14.6K
Event2026-06-30
Filed2026-07-22
IBTI
10.71%ISHARES TR
Shares14.5K
Event2026-06-30
Filed2026-07-22
IEF
0.00%ISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-07-22
INTC
NewINTEL CORP
Shares2.3K
Event2026-06-30
Filed2026-07-22
GE
7.17%GE AEROSPACE
Shares822
Event2026-06-30
Filed2026-07-22
MU
NewMICRON TECHNOLOGY INC
Shares263
Event2026-06-30
Filed2026-07-22
IBDS
2.46%ISHARES TR
Shares12.5K
Event2026-06-30
Filed2026-07-22
JNJ
-5.80%JOHNSON & JOHNSON
Shares1.2K
Event2026-06-30
Filed2026-07-22
RSPG
0.69%INVESCO EXCHANGE TRADED FD T
Shares2.9K
Event2026-06-30
Filed2026-07-22
PG
1.42%PROCTER & GAMBLE CO
Shares1.9K
Event2026-06-30
Filed2026-07-22
QQQ
0.00%INVESCO QQQ TR
Shares379
Event2026-06-30
Filed2026-07-22
EQIX
0.00%EQUINIX INC
Shares266
Event2026-06-30
Filed2026-07-22
VZ
1.57%VERIZON COMMUNICATIONS INC
Shares6.5K
Event2026-06-30
Filed2026-07-22
BSCS
0.00%INVESCO EXCH TRD SLF IDX FD
Shares13.4K
Event2026-06-30
Filed2026-07-22
AMT
0.61%AMERICAN TOWER CORP
Shares1.6K
Event2026-06-30
Filed2026-07-22
RSPN
19.20%INVESCO EXCHANGE TRADED FD T
Shares4.2K
Event2026-06-30
Filed2026-07-22
MRK
-1.46%MERCK & CO INC
Shares2.0K
Event2026-06-30
Filed2026-07-22
EXXON MOBIL CORP
0.66%EXXON MOBIL CORP
Shares1.8K
Event2026-06-30
Filed2026-07-22
BSCQ
0.00%INVESCO EXCH TRD SLF IDX FD
Shares12.7K
Event2026-06-30
Filed2026-07-22
IEMG
0.00%ISHARES INC
Shares2.9K
Event2026-06-30
Filed2026-07-22
ABBVIE INC
1.91%ABBVIE INC
Shares960
Event2026-06-30
Filed2026-07-22
MO
1.10%ALTRIA GROUP INC
Shares3.3K
Event2026-06-30
Filed2026-07-22
RSPM
-25.64%INVESCO EXCHANGE TRADED FD T
Shares6.1K
Event2026-06-30
Filed2026-07-22
APH
NewAMPHENOL CORP
Shares1.3K
Event2026-06-30
Filed2026-07-22
CRM
3.95%SALESFORCE INC
Shares1.4K
Event2026-06-30
Filed2026-07-22
PANW
NewPALO ALTO NETWORKS INC
Shares640
Event2026-06-30
Filed2026-07-22
BK
NewBANK OF NY MELLON CORP
Shares1.5K
Event2026-06-30
Filed2026-07-22
IBDT
NewISHARES TR
Shares8.4K
Event2026-06-30
Filed2026-07-22
AMGN
1.57%AMGEN INC
Shares583
Event2026-06-30
Filed2026-07-22
DIS
-6.15%DISNEY WALT CO
Shares2.2K
Event2026-06-30
Filed2026-07-22
BAC
NewBANK OF AMER CORP
Shares3.6K
Event2026-06-30
Filed2026-07-22
UNITEDHEALTH GROUP INC
NewUNITEDHEALTH GROUP INC
Shares485
Event2026-06-30
Filed2026-07-22
BSCV
5.94%INVESCO EXCH TRD SLF IDX FD
Shares10.7K
Event2026-06-30
Filed2026-07-22
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available