Yeomans Consulting Group, Inc.
CIK 2014739 · Holdings on Dec 31, 2025 · First reported Jan 7, 2026
Top ten holdings
Q4 2025- VV9.32%
- IAU7.88%
- QQQ6.63%
- BNDX5.77%
- BND5.64%
- SEIM4.97%
- EFV4.61%
- VTEB4.58%
- EEM4.57%
- EFA4.51%
Share classes counted separately58.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTEBWeight increased · +2.70 pp1.88% → 4.58%Shares +202.12K (+185.67%)
- DISVWeight decreased · -2.38 pp3.94% → 1.56%Shares -178.82K (-56.04%)
- IGBHWeight decreased · -1.94 pp3.16% → 1.22%Shares -203.06K (-54.65%)
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 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $31.82M | 9.32% | 101.07K shares | 10.82% → 9.32%-1.50 pp -371 (-0.37%) | Reduced | ↗▾ |
| 02 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $26.90M | 7.88% | 331.44K shares | 9.16% → 7.88%-1.28 pp -32.72K (-8.99%) | Reduced | ↗▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $22.64M | 6.63% | 36.85K shares | 6.15% → 6.63%+0.48 pp +7.29K (+24.68%) | Added | ↗▾ |
| 04 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $19.68M | 5.77% | 407.36K shares | Prior unavailable +407.36K | New | ↗▾ |
| 05 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $19.24M | 5.64% | 259.80K shares | Prior unavailable +259.80K | New | ↗▾ |
| 06 | SEIMSEI QIM US LARGE CAP MOMENTUENHANCED US LRG View history and evidence | $16.95M | 4.97% | 367.44K shares | Prior unavailable +367.44K | New | ↗▾ |
| 07 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $15.75M | 4.61% | 220.55K shares | Prior unavailable +220.55K | New | ↗▾ |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $15.64M | 4.58% | 310.98K shares | 1.88% → 4.58%+2.70 pp +202.12K (+185.67%) | Added | ↗▾ |
| 09 | EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | $15.61M | 4.57% | 285.28K shares | 5.42% → 4.57%-0.85 pp -6.68K (-2.29%) | Reduced | ↗▾ |
| 10 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $15.41M | 4.51% | 160.43K shares | 5.18% → 4.51%-0.67 pp +1.06K (+0.67%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIV VANGUARD INTERMEDIATE-TERM B | Non-derivative | -243,563 | -$19.02M | SEC filing ↗ | SEC filing ↗ |
| MTUM ISHARES MSCI USA MOMENTUM FA | Non-derivative | -59,839 | -$15.31M | SEC filing ↗ | SEC filing ↗ |
| COWG PACER US LRG CAP COWS GR LD | Non-derivative | -399,396 | -$14.56M | SEC filing ↗ | SEC filing ↗ |
3 / 24 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 2014739 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 341282473
}Research all 113 reported holdings.
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