Yoder Wealth Management, Inc.
CIK 1973967 · Holdings on Sep 30, 2023 · First reported Oct 18, 2023
Top ten holdings
Q3 2023- AAPL8.22%
- USFR6.78%
- VIG5.93%
- LTPZ5.68%
- QUAL5.62%
- VUG4.76%
- VCIT4.65%
- RSPT2.96%
- FIDU2.70%
- FTEC2.67%
Share classes counted separately49.97%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $9.96M | 8.22% | 58.18K shares | — | ↗▾ | |
| 02 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $8.22M | 6.78% | 163.38K shares | — | ↗▾ | |
| 03 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $7.19M | 5.93% | 46.25K shares | — | ↗▾ | |
| 04 | LTPZPIMCO 15+ YR US TIPS INDX15+ YR US TIPS View history and evidence | $6.89M | 5.68% | 131.05K shares | — | ↗▾ | |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $6.81M | 5.62% | 51.62K shares | — | ↗▾ | |
| 06 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $5.77M | 4.76% | 21.18K shares | — | ↗▾ | |
| 07 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $5.64M | 4.65% | 74.19K shares | — | ↗▾ | |
| 08 | RSPTINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL TEC View history and evidence | $3.59M | 2.96% | 127.60K shares | — | ↗▾ | |
| 09 | FIDUFIDELITY MSCI INDUST INDXMSCI INDL INDX View history and evidence | $3.27M | 2.70% | 60.49K shares | — | ↗▾ | |
| 10 | FTECFIDELITY MSCI INFO TECH INDXMSCI INFO TECH I View history and evidence | $3.23M | 2.67% | 26.31K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| V VISA INC-CLASS A SHARES | Non-derivative | — | — | SEC filing ↗ | |
| AVGO BROADCOM INC | Non-derivative | — | — | SEC filing ↗ | |
| VZ VERIZON COMMUNICATIONS INC | Non-derivative | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1973967 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 121225758
}Research all 77 reported holdings.
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