HoldingsChannel.com
All Stocks Held By Yoder Wealth Management Inc.
As of  03/31/2024, we find all stocks held by Yoder Wealth Management Inc. to be as follows, presented in the table below with each row detailing each Yoder Wealth Management Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Yoder Wealth Management Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Yoder Wealth Management Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
APPLE INC 55,581 -760 $9,531
     AAPL55,581-760$9,531
WISDOMTREE TR 173,090 +5,097 $8,705
     USFR173,090+5,097$8,705
VANGUARD SPECIALIZED FUNDS (VIG) 44,934 -1,159 $8,205
     VIG44,934-1,159$8,205
ISHARES TR (QUAL) 48,383 -1,308 $7,932
     QUAL48,383-1,308$7,932
VANGUARD INDEX FDS (VUG) 21,258 -614 $7,313
     VUG21,258-614$7,313
VANGUARD SCOTTSDALE FDS (VCIT) 73,350 -999 $5,904
     VCIT73,350-999$5,904
PIMCO ETF TR (LTPZ) 90,768 -7,686 $5,043
     LTPZ90,768-7,686$5,043
AIRBNB INC 27,220 -1,000 $4,490
     ABNB27,220-1,000$4,490
FIDELITY COVINGTON TRUST 28,445 +880 $4,433
     FTEC28,445+880$4,433
INVESCO EXCHANGE TRADED FD T (RSPT) 122,662 -2,088 $4,316
     RSPT122,662-2,088$4,316
FIDELITY COVINGTON TRUST 54,042 -4,460 $3,665
     FIDU54,042-4,460$3,665
BLOCK INC 39,543 UNCH $3,345
     SQ39,543UNCH$3,345
INVESCO EXCHANGE TRADED FD T (PRF) 85,973 -3,796 $3,307
     PRF85,973-3,796$3,307
FIDELITY COVINGTON TRUST 46,108 +776 $3,217
     FHLC46,108+776$3,217
ISHARES TR (TLT) 33,438 +4,150 $3,164
     TLT33,438+4,150$3,164
FIDELITY COVINGTON TRUST 49,780 -211 $2,957
     FNCL49,780-211$2,957
FIDELITY COVINGTON TRUST 34,743 -221 $2,866
     FDIS34,743-221$2,866
SELECT SECTOR SPDR TR (XLK) 13,192 +62 $2,747
     XLK13,192+62$2,747
FIDELITY COVINGTON TRUST 53,687 +961 $2,661
     FCOM53,687+961$2,661
INVESCO EXCHANGE TRADED FD T (RSPF) 40,400 -1,556 $2,595
     RSPF40,400-1,556$2,595
FLEXSHARES TR (TDTF) 103,316 -1,168 $2,443
     TDTF103,316-1,168$2,443
FIDELITY COVINGTON TRUST 86,400 +13,127 $2,235
     FENY86,400+13,127$2,235
SCHWAB STRATEGIC TR 38,881 +159 $2,217
     FNDA38,881+159$2,217
WISDOMTREE TR 66,318 -6,165 $1,953
     XSOE66,318-6,165$1,953
DIMENSIONAL ETF TRUST (DFUS) 32,992 -235 $1,880
     DFUS32,992-235$1,880
ISHARES TR (TFLO) 36,442 +25,892 $1,847
     TFLO36,442+25,892$1,847
SCHWAB STRATEGIC TR 26,089 +50 $1,729
     FNDB26,089+50$1,729
INVESCO EXCHANGE TRADED FD T (RSPH) 52,318 -1,734 $1,663
     RSPH52,318-1,734$1,663
DIMENSIONAL ETF TRUST (DFAE) 67,055 +5,572 $1,658
     DFAE67,055+5,572$1,658
SCHWAB STRATEGIC TR 24,261 -178 $1,635
     FNDX24,261-178$1,635
INVESCO EXCHANGE TRADED FD T (RSPD) 29,545 -823 $1,507
     RSPD29,545-823$1,507
ISHARES TR (IQLT) 34,901 UNCH $1,384
     IQLT34,901UNCH$1,384
FIDELITY COVINGTON TRUST 32,455 +3,788 $1,377
     FUTY32,455+3,788$1,377
ISHARES TR (IBTL) 59,990 +59,990 $1,209
     IBTL59,990+59,990$1,209
SCHWAB STRATEGIC TR 14,110 -500 $1,138
     SCHD14,110-500$1,138
FIDELITY COVINGTON TRUST 23,870 +1,944 $1,136
     FSTA23,870+1,944$1,136
AMAZON COM INC 6,243 -786 $1,126
     AMZN6,243-786$1,126
VANGUARD INDEX FDS (VTI) 4,149 +84 $1,078
     VTI4,149+84$1,078
MICROSOFT CORP 2,536 -146 $1,067
     MSFT2,536-146$1,067
DIMENSIONAL ETF TRUST (DFAU) 24,949 +51 $912
     DFAU24,949+51$912
FIDELITY COVINGTON TRUST 17,109 +1,343 $896
     FMAT17,109+1,343$896
INVESCO EXCHANGE TRADED FD T (RSPS) 26,826 -637 $883
     RSPS26,826-637$883
INVESCO EXCHANGE TRADED FD T (RSPC) 28,958 +6,996 $863
     RSPC28,958+6,996$863
ALPHABET INC 5,389 -375 $821
     GOOG5,389-375$821
ISHARES TR (FALN) 26,834 -12 $721
     FALN26,834-12$721
SCHWAB STRATEGIC TR 20,198 -60 $716
     FNDC20,198-60$716
DIMENSIONAL ETF TRUST (DFAC) 21,845 +700 $698
     DFAC21,845+700$698
META PLATFORMS INC 1,382 -14 $671
     META1,382-14$671
NVIDIA CORPORATION 671 +39 $606
     NVDA671+39$606
VANGUARD WORLD FD (VCR) 1,874 -374 $595
     VCR1,874-374$595
VANGUARD WORLD FD (VHT) 2,195 -170 $594
     VHT2,195-170$594
BERKSHIRE HATHAWAY INC DEL      $587
     BRK.B1,396-72$587
ISHARES TR (IBTK) 27,352 +1,100 $531
     IBTK27,352+1,100$531
VANGUARD INDEX FDS (VTV) 3,218 UNCH $524
     VTV3,218UNCH$524
VANGUARD TAX MANAGED FDS (VEA) 10,275 UNCH $515
     VEA10,275UNCH$515
SPDR INDEX SHS FDS (SPDW) 14,300 UNCH $513
     SPDW14,300UNCH$513
SCHWAB STRATEGIC TR 9,200 UNCH $480
     SCHP9,200UNCH$480
VISA INC 1,691 -76 $472
     V1,691-76$472
ISHARES TR (IWY) 2,411 UNCH $470
     IWY2,411UNCH$470
ISHARES TR (IEF) 4,915 -860 $465
     IEF4,915-860$465
VANGUARD INDEX FDS (VOE) 2,907 UNCH $453
     VOE2,907UNCH$453
ISHARES TR (IBDS) 18,800 +18,800 $447
     IBDS18,800+18,800$447
VANGUARD WORLD FD (VAW) 2,172 UNCH $444
     VAW2,172UNCH$444
SCHWAB STRATEGIC TR 20,360 -13,282 $413
     SCHH20,360-13,282$413
ISHARES TR (IBTH) 17,700 +17,700 $392
     IBTH17,700+17,700$392
SALESFORCE INC 1,177 -22 $354
     CRM1,177-22$354
ISHARES TR (IBTG) 15,422 +3,600 $350
     IBTG15,422+3,600$350
VANGUARD WORLD FD (VDE) 2,659 UNCH $350
     VDE2,659UNCH$350
CHEVRON CORP NEW 2,205 +36 $348
     CVX2,205+36$348
INVESCO EXCHANGE TRADED FD T (RSPM) 9,325 -679 $339
     RSPM9,325-679$339
PROCTER AND GAMBLE CO 2,066 -143 $335
     PG2,066-143$335
ISHARES TR (IBDR) 13,800 +13,800 $329
     IBDR13,800+13,800$329
ISHARES TR (IBDU) 14,100 +14,100 $322
     IBDU14,100+14,100$322
PROLOGIS INC. 2,363 +2,363 $308
     PLD2,363+2,363$308
SPDR SER TR (KIE) 5,820 UNCH $303
     KIE5,820UNCH$303
DIMENSIONAL ETF TRUST (DFAT) 5,541 UNCH $302
     DFAT5,541UNCH$302
AMERICAN TOWER CORP NEW 1,497 +1,497 $296
     AMT1,497+1,497$296
BROADCOM INC 221 +7 $293
     AVGO221+7$293
ISHARES TR (IWX) 3,741 UNCH $286
     IWX3,741UNCH$286
ISHARES TR (IYY) 2,190 UNCH $281
     IYY2,190UNCH$281
JPMORGAN CHASE & CO 1,387 -170 $278
     JPM1,387-170$278
VANGUARD INDEX FDS (VBR) 1,450 UNCH $278
     VBR1,450UNCH$278
VANGUARD WORLD FD (VOX) 2,116 UNCH $278
     VOX2,116UNCH$278
INVESCO EXCH TRD SLF IDX FD 13,450 UNCH $270
     BSCS13,450UNCH$270
ALPHABET INC 1,729 -131 $261
     GOOGL1,729-131$261
HONEYWELL INTL INC 1,256 -60 $258
     HON1,256-60$258
DISNEY WALT CO 2,066 +2,066 $253
     DIS2,066+2,066$253
COMCAST CORP NEW 5,824 -179 $252
     CMCSA5,824-179$252
INVESCO EXCH TRADED FD TR II (PSCT) 5,325 UNCH $247
     PSCT5,325UNCH$247
INVESCO EXCH TRD SLF IDX FD 12,700 UNCH $244
     BSCQ12,700UNCH$244
ISHARES TR (IBTI) 10,820 -1,600 $237
     IBTI10,820-1,600$237
ISHARES TR (IBDV) 10,900 UNCH $233
     IBDV10,900UNCH$233
MASTERCARD INCORPORATED 477 -26 $230
     MA477-26$230
ISHARES TR (IBTJ) 10,600 +10,600 $228
     IBTJ10,600+10,600$228
DIMENSIONAL ETF TRUST (DFAR) 10,135 -2,180 $227
     DFAR10,135-2,180$227
VERIZON COMMUNICATIONS INC 5,095 +5,095 $214
     VZ5,095+5,095$214
SPDR SER TR (SPIP) 8,300 UNCH $213
     SPIP8,300UNCH$213
EQUIFAX INC 791 +791 $212
     EFX791+791$212
ADOBE INC 416 -8 $210
     ADBE416-8$210
INTERCONTINENTAL EXCHANGE IN (ICE) 1,531 -148 $210
     ICE1,531-148$210
PUBLIC STORAGE 711 +711 $206
     PSA711+711$206
CONOCOPHILLIPS 1,600 +1,600 $204
     COP1,600+1,600$204
ISHARES TR (HYG) 2,625 -100 $204
     HYG2,625-100$204
ISHARES TR (AGG) 2,052 -186 $201
     AGG2,052-186$201
REALTY INCOME CORP 3,707 +3,707 $201
     O3,707+3,707$201
INVESCO EXCH TRD SLF IDX FD 10,100 UNCH $163
     BSCV10,100UNCH$163
INVESCO EXCH TRADED FD TR II (PGX) 13,200 UNCH $157
     PGX13,200UNCH$157
MARQETA INC 15,334 +0 $91
     MQ15,334UNCH$91
BOEING CO $0 (exited)
     BA0-899$0
ISHARES TR $0 (exited)
     STIP0-2,188$0
TESLA INC 0 -914 $0 (exited)
     TSLA0-914$0

See Summary: Yoder Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Yoder Wealth Management Inc.

EntityShares/Amount
Change
Position Value
Change
IBTL +59,990+$1,209
IBDS +18,800+$447
IBTH +17,700+$392
IBDR +13,800+$329
IBDU +14,100+$322
PLD +2,363+$308
AMT +1,497+$296
DIS +2,066+$253
IBTJ +10,600+$228
VZ +5,095+$214
EntityShares/Amount
Change
Position Value
Change
BA -899-$234
TSLA -914-$227
STIP -2,188-$216
EntityShares/Amount
Change
Position Value
Change
TFLO +25,892+$1,315
FENY +13,127+$547
RSPC +6,996+$219
DFAE +5,572+$176
USFR +5,097+$265
TLT +4,150+$268
FUTY +3,788+$206
IBTG +3,600+$80
FSTA +1,944+$157
FMAT +1,343+$128
EntityShares/Amount
Change
Position Value
Change
SCHH -13,282-$284
LTPZ -7,686-$537
XSOE -6,165-$140
FIDU -4,460+$83
PRF -3,796+$147
DFAR -2,180-$53
RSPT -2,088+$244
RSPH -1,734+$53
IBTI -1,600-$39
Size ($ 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

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