HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
55,581 | -760 | $9,531 |
| AAPL | 55,581 | -760 | $9,531 |
| WISDOMTREE TR |
173,090 | +5,097 | $8,705 |
| USFR | 173,090 | +5,097 | $8,705 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
44,934 | -1,159 | $8,205 |
| VIG | 44,934 | -1,159 | $8,205 |
| ISHARES TR (QUAL) |
48,383 | -1,308 | $7,932 |
| QUAL | 48,383 | -1,308 | $7,932 |
| VANGUARD INDEX FDS (VUG) |
21,258 | -614 | $7,313 |
| VUG | 21,258 | -614 | $7,313 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
73,350 | -999 | $5,904 |
| VCIT | 73,350 | -999 | $5,904 |
| PIMCO ETF TR (LTPZ) |
90,768 | -7,686 | $5,043 |
| LTPZ | 90,768 | -7,686 | $5,043 |
| AIRBNB INC |
27,220 | -1,000 | $4,490 |
| ABNB | 27,220 | -1,000 | $4,490 |
| FIDELITY COVINGTON TRUST |
28,445 | +880 | $4,433 |
| FTEC | 28,445 | +880 | $4,433 |
| INVESCO EXCHANGE TRADED FD T (RSPT) |
122,662 | -2,088 | $4,316 |
| RSPT | 122,662 | -2,088 | $4,316 |
| FIDELITY COVINGTON TRUST |
54,042 | -4,460 | $3,665 |
| FIDU | 54,042 | -4,460 | $3,665 |
| BLOCK INC |
39,543 | UNCH | $3,345 |
| SQ | 39,543 | UNCH | $3,345 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
85,973 | -3,796 | $3,307 |
| PRF | 85,973 | -3,796 | $3,307 |
| FIDELITY COVINGTON TRUST |
46,108 | +776 | $3,217 |
| FHLC | 46,108 | +776 | $3,217 |
| ISHARES TR (TLT) |
33,438 | +4,150 | $3,164 |
| TLT | 33,438 | +4,150 | $3,164 |
| FIDELITY COVINGTON TRUST |
49,780 | -211 | $2,957 |
| FNCL | 49,780 | -211 | $2,957 |
| FIDELITY COVINGTON TRUST |
34,743 | -221 | $2,866 |
| FDIS | 34,743 | -221 | $2,866 |
| SELECT SECTOR SPDR TR (XLK) |
13,192 | +62 | $2,747 |
| XLK | 13,192 | +62 | $2,747 |
| FIDELITY COVINGTON TRUST |
53,687 | +961 | $2,661 |
| FCOM | 53,687 | +961 | $2,661 |
| INVESCO EXCHANGE TRADED FD T (RSPF) |
40,400 | -1,556 | $2,595 |
| RSPF | 40,400 | -1,556 | $2,595 |
| FLEXSHARES TR (TDTF) |
103,316 | -1,168 | $2,443 |
| TDTF | 103,316 | -1,168 | $2,443 |
| FIDELITY COVINGTON TRUST |
86,400 | +13,127 | $2,235 |
| FENY | 86,400 | +13,127 | $2,235 |
| SCHWAB STRATEGIC TR |
38,881 | +159 | $2,217 |
| FNDA | 38,881 | +159 | $2,217 |
| WISDOMTREE TR |
66,318 | -6,165 | $1,953 |
| XSOE | 66,318 | -6,165 | $1,953 |
| DIMENSIONAL ETF TRUST (DFUS) |
32,992 | -235 | $1,880 |
| DFUS | 32,992 | -235 | $1,880 |
| ISHARES TR (TFLO) |
36,442 | +25,892 | $1,847 |
| TFLO | 36,442 | +25,892 | $1,847 |
| SCHWAB STRATEGIC TR |
26,089 | +50 | $1,729 |
| FNDB | 26,089 | +50 | $1,729 |
| INVESCO EXCHANGE TRADED FD T (RSPH) |
52,318 | -1,734 | $1,663 |
| RSPH | 52,318 | -1,734 | $1,663 |
| DIMENSIONAL ETF TRUST (DFAE) |
67,055 | +5,572 | $1,658 |
| DFAE | 67,055 | +5,572 | $1,658 |
| SCHWAB STRATEGIC TR |
24,261 | -178 | $1,635 |
| FNDX | 24,261 | -178 | $1,635 |
| INVESCO EXCHANGE TRADED FD T (RSPD) |
29,545 | -823 | $1,507 |
| RSPD | 29,545 | -823 | $1,507 |
| ISHARES TR (IQLT) |
34,901 | UNCH | $1,384 |
| IQLT | 34,901 | UNCH | $1,384 |
| FIDELITY COVINGTON TRUST |
32,455 | +3,788 | $1,377 |
| FUTY | 32,455 | +3,788 | $1,377 |
| ISHARES TR (IBTL) |
59,990 | +59,990 | $1,209 |
| IBTL | 59,990 | +59,990 | $1,209 |
| SCHWAB STRATEGIC TR |
14,110 | -500 | $1,138 |
| SCHD | 14,110 | -500 | $1,138 |
| FIDELITY COVINGTON TRUST |
23,870 | +1,944 | $1,136 |
| FSTA | 23,870 | +1,944 | $1,136 |
| AMAZON COM INC |
6,243 | -786 | $1,126 |
| AMZN | 6,243 | -786 | $1,126 |
| VANGUARD INDEX FDS (VTI) |
4,149 | +84 | $1,078 |
| VTI | 4,149 | +84 | $1,078 |
| MICROSOFT CORP |
2,536 | -146 | $1,067 |
| MSFT | 2,536 | -146 | $1,067 |
| DIMENSIONAL ETF TRUST (DFAU) |
24,949 | +51 | $912 |
| DFAU | 24,949 | +51 | $912 |
| FIDELITY COVINGTON TRUST |
17,109 | +1,343 | $896 |
| FMAT | 17,109 | +1,343 | $896 |
| INVESCO EXCHANGE TRADED FD T (RSPS) |
26,826 | -637 | $883 |
| RSPS | 26,826 | -637 | $883 |
| INVESCO EXCHANGE TRADED FD T (RSPC) |
28,958 | +6,996 | $863 |
| RSPC | 28,958 | +6,996 | $863 |
| ALPHABET INC |
5,389 | -375 | $821 |
| GOOG | 5,389 | -375 | $821 |
| ISHARES TR (FALN) |
26,834 | -12 | $721 |
| FALN | 26,834 | -12 | $721 |
| SCHWAB STRATEGIC TR |
20,198 | -60 | $716 |
| FNDC | 20,198 | -60 | $716 |
| DIMENSIONAL ETF TRUST (DFAC) |
21,845 | +700 | $698 |
| DFAC | 21,845 | +700 | $698 |
| META PLATFORMS INC |
1,382 | -14 | $671 |
| META | 1,382 | -14 | $671 |
| NVIDIA CORPORATION |
671 | +39 | $606 |
| NVDA | 671 | +39 | $606 |
| VANGUARD WORLD FD (VCR) |
1,874 | -374 | $595 |
| VCR | 1,874 | -374 | $595 |
See Full List: All Stocks Held By Yoder Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Yoder Wealth Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $153,416 At 12/31/2023: $141,727 Yoder Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Yoder Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
