Yoder Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationwalnut creek, CA
- Num holdings
110
- Value ($000)
$181,040
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001973967
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $12.18M | 7 % | 48,629 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $9.01M | 5 % | 48,728 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.66M | 5 % | 21,127 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.35M | 5 % | 42,615 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $8.22M | 5 % | 46,315 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $6.12M | 3 % | 121,656 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $5.67M | 3 % | 70,697 | ||
RSPT INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $5.38M | 3 % | 143,851 | ||
LTPZ PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $4.96M | 3 % | 95,261 | ||
FIDU FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $4.45M | 3 % | 63,241 |
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