Yoder Wealth Management, Inc.
CIK 1973967 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- AAPL6.73%
- FTEC4.98%
- VUG4.78%
- VIG4.61%
- QUAL4.54%
- USFR3.38%
- VCIT3.13%
- RSPT2.97%
- LTPZ2.74%
- FIDU2.46%
Share classes counted separately40.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight increased · +1.09 pp0.72% → 1.81%Shares +7.07K (+165.85%)
- FTECWeight increased · +0.99 pp3.99% → 4.98%Shares +10.62K (+27.86%)
- TFLOWeight increased · +0.64 pp0.69% → 1.33%Shares +25.12K (+111.16%)
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 | $12.18M | 6.73% | 48.63K shares | 6.89% → 6.73%-0.16 pp -591 (-1.20%) | Reduced | ↗▾ |
| 02 | FTECFIDELITY MSCI INFO TECH INDXMSCI INFO TECH I View history and evidence | $9.01M | 4.98% | 48.73K shares | 3.99% → 4.98%+0.99 pp +10.62K (+27.86%) | Added | ↗▾ |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $8.66M | 4.78% | 21.13K shares | 4.87% → 4.78%-0.09 pp -8 (-0.04%) | Reduced | ↗▾ |
| 04 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $8.35M | 4.61% | 42.62K shares | 5.14% → 4.61%-0.53 pp -632 (-1.46%) | Reduced | ↗▾ |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $8.22M | 4.54% | 46.31K shares | 5.02% → 4.54%-0.48 pp -443 (-0.95%) | Reduced | ↗▾ |
| 06 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $6.12M | 3.38% | 121.66K shares | 3.98% → 3.38%-0.60 pp -10.25K (-7.77%) | Reduced | ↗▾ |
| 07 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $5.67M | 3.13% | 70.70K shares | 3.61% → 3.13%-0.48 pp -1.18K (-1.64%) | Reduced | ↗▾ |
| 08 | RSPTINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL TEC View history and evidence | $5.38M | 2.97% | 143.85K shares | 2.97% → 2.97%+0.00 pp +12.64K (+9.63%) | Added | ↗▾ |
| 09 | LTPZPIMCO 15+ YR US TIPS INDX15+ YR US TIPS View history and evidence | $4.96M | 2.74% | 95.26K shares | 3.25% → 2.74%-0.51 pp +1.61K (+1.72%) | Added | ↗▾ |
| 10 | FIDUFIDELITY MSCI INDUST INDXMSCI INDL INDX View history and evidence | $4.45M | 2.46% | 63.24K shares | 2.50% → 2.46%-0.04 pp +5.66K (+9.83%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBTH ISHARES IBONDS DEC 2027 TERM | Non-derivative | -17,700 | -$400.64K | SEC filing ↗ | SEC filing ↗ |
| IBDR ISHARES IBONDS DEC 2026 TERM | Non-derivative | -13,800 | -$335.34K | SEC filing ↗ | SEC filing ↗ |
| CVX CHEVRON CORP | Non-derivative | -2,257 | -$332.39K | SEC filing ↗ | SEC filing ↗ |
3 / 8 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 181039584
}Research all 110 reported holdings.
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