Yoder Wealth Management, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    walnut creek, CA
  • CIK
    0001973967
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

110

$181.04M
AAPL, FTEC, VUG, VIG
13F-HR
Jan 24, 2025
000121465925001277

112

$166.51M
AAPL, VIG, QUAL, VUG
13F-HR
Oct 23, 2024
000121465924017832

103

$154.45M
AAPL, QUAL, VIG, VUG
13F-HR
Jul 23, 2024
000121465924012834

108

$153.26M
AAPL, USFR, VIG, QUAL
13F-HR
Apr 19, 2024
000121465924007157

97

$141.72M
AAPL, USFR, VIG, QUAL
13F-HR
Feb 2, 2024
000121465924001721

77

$121.23M
AAPL, USFR, VIG, LTPZ
13F-HR
Oct 18, 2023
000121465923013561

82

$126.95M
AAPL, LTPZ, USFR, VIG
13F-HR
Aug 4, 2023
000121465923010779

74

$120.31M
AAPL, LTPZ, VIG, USFR
13F-HR
May 15, 2023
000121465923007216
Yoder Wealth Management, Inc. 13F Filings