Yeomans Consulting Group, Inc.
CIK 2014739 · Holdings on Dec 31, 2023 · First reported Mar 14, 2024
Top ten holdings
Q4 2023- QQQ16.86%
- SPYV11.02%
- EFA8.81%
- BKLN7.79%
- VUG7.07%
- EFV4.62%
- DFIV4.49%
- SUB3.68%
- DFSV3.10%
- IAU2.90%
Share classes counted separately70.34%
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 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $33.87M | 16.86% | 82.69K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $22.13M | 11.02% | 474.50K shares | Prior unavailable — | — | ↗▾ |
| 03 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $17.70M | 8.81% | 234.88K shares | Prior unavailable — | — | ↗▾ |
| 04 | BKLNINVESCO SENIOR LOAN ETFSR LN ETF View history and evidence | $15.65M | 7.79% | 738.96K shares | Prior unavailable — | — | ↗▾ |
| 05 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $14.19M | 7.07% | 45.65K shares | Prior unavailable — | — | ↗▾ |
| 06 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $9.28M | 4.62% | 178.15K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $9.01M | 4.49% | 262.29K shares | Prior unavailable — | — | ↗▾ |
| 08 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $7.40M | 3.68% | 70.17K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $6.23M | 3.10% | 214.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $5.83M | 2.90% | 149.32K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2014739 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-03-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 200844895
}Research all 66 reported holdings.
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