Yoder Wealth Management, Inc.
CIK 1973967 · Holdings on Sep 30, 2024 · First reported Oct 23, 2024
Top ten holdings
Q3 2024- AAPL6.89%
- VIG5.14%
- QUAL5.02%
- VUG4.87%
- FTEC3.99%
- USFR3.98%
- VCIT3.61%
- LTPZ3.25%
- RSPT2.97%
- FIDU2.50%
Share classes counted separately42.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ABNBWeight decreased · -0.60 pp2.67% → 2.07%Shares 0 (0.00%)
- USFRWeight decreased · -0.52 pp4.50% → 3.98%Shares -6.36K (-4.60%)
- FTECWeight increased · +0.49 pp3.50% → 3.99%Shares +6.57K (+20.82%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $11.47M | 6.89% | 49.22K shares | 7.36% → 6.89%-0.47 pp -4.74K (-8.78%) | Reduced | ↗▾ |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $8.57M | 5.14% | 43.25K shares | 5.15% → 5.14%-0.01 pp -368 (-0.84%) | Reduced | ↗▾ |
| 03 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $8.35M | 5.02% | 46.76K shares | 5.19% → 5.02%-0.17 pp -316 (-0.67%) | Reduced | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $8.11M | 4.87% | 21.14K shares | 5.13% → 4.87%-0.26 pp -57 (-0.27%) | Reduced | ↗▾ |
| 05 | FTECFIDELITY MSCI INFO TECH INDXMSCI INFO TECH I View history and evidence | $6.65M | 3.99% | 38.11K shares | 3.50% → 3.99%+0.49 pp +6.57K (+20.82%) | Added | ↗▾ |
| 06 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $6.62M | 3.98% | 131.91K shares | 4.50% → 3.98%-0.52 pp -6.36K (-4.60%) | Reduced | ↗▾ |
| 07 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $6.02M | 3.61% | 71.87K shares | 3.76% → 3.61%-0.15 pp -714 (-0.98%) | Reduced | ↗▾ |
| 08 | LTPZPIMCO 15+ YR US TIPS INDX15+ YR US TIPS View history and evidence | $5.41M | 3.25% | 93.65K shares | 3.32% → 3.25%-0.07 pp -1.07K (-1.13%) | Reduced | ↗▾ |
| 09 | RSPTINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL TEC View history and evidence | $4.95M | 2.97% | 131.22K shares | 2.96% → 2.97%+0.01 pp +6.60K (+5.30%) | Added | ↗▾ |
| 10 | FIDUFIDELITY MSCI INDUST INDXMSCI INDL INDX View history and evidence | $4.16M | 2.50% | 57.58K shares | 2.31% → 2.50%+0.19 pp +3.00K (+5.50%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1973967 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 166514815
}Research all 112 reported holdings.
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