Yoder Wealth Management, Inc. FCOM holdings history
FIDELITY MSCI COMM SERV INDX · CUSIP 316092873 · CIK 1973967
As of 2026-06-30, Yoder Wealth Management, Inc. reported 117.77K FCOM (shares), valued at $8.18M, or 3.20% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 11.32%; reported value increased 13.54%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.20% | 117,773 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 3.29% | 105,800 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 3.26% | 97,690 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 2.78% | 82,870 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 2.58% | 76,265 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.30% | 72,492 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 2.17% | 66,884 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.99% | 60,106 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 1.86% | 55,079 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 1.74% | 53,687 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 1.66% | 52,726 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 1.52% | 46,331 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.52% | 46,331 | $1.84M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 1.66% | 52,726 | $2.35M | Shares increased 13.80%; reported value increased 27.66%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 1.74% | 53,687 | $2.66M | Shares increased 1.82%; reported value increased 13.29%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 1.86% | 55,079 | $2.88M | Shares increased 2.59%; reported value increased 8.12%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 1.99% | 60,106 | $3.31M | Shares increased 9.13%; reported value increased 15.08%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 2.17% | 66,884 | $3.93M | Shares increased 11.28%; reported value increased 18.59%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 2.30% | 72,492 | $4.08M | Shares increased 8.38%; reported value increased 3.88%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 2.58% | 76,265 | $4.94M | Shares increased 5.20%; reported value increased 21.19%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.78% | 82,870 | $5.88M | Shares increased 8.66%; reported value increased 18.99%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 3.26% | 97,690 | $7.16M | Shares increased 17.88%; reported value increased 21.72%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.29% | 105,800 | $7.21M | Shares increased 8.30%; reported value increased 0.68%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 3.20% | 117,773 | $8.18M | Shares increased 11.32%; reported value increased 13.54%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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