YANKCOM Partnership
CIK 2036975 · Holdings on Jun 30, 2026 · First reported Jul 21, 2026
Top ten holdings
Q2 2026- VEA8.27%
- SCHV7.31%
- VOO6.49%
- IJH5.36%
- IWY4.30%
- AAPL2.68%
- AMZN2.53%
- MSFT2.44%
- NVDA2.32%
- VWO2.16%
Share classes counted separately43.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHVWeight increased · +0.59 pp6.72% → 7.31%Shares +49.44K (+9.22%)
- VOOWeight increased · +0.46 pp6.03% → 6.49%Shares +1.79K (+7.30%)
- IJHWeight increased · +0.44 pp4.92% → 5.36%Shares +16.30K (+9.19%)
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 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $23.06M | 8.27% | 323.59K shares | 7.91% → 8.27%+0.36 pp +23.52K (+7.84%) | Added | ▾ |
| 02 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $20.38M | 7.31% | 585.53K shares | 6.72% → 7.31%+0.59 pp +49.44K (+9.22%) | Added | ▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $18.09M | 6.49% | 26.34K shares | 6.03% → 6.49%+0.46 pp +1.79K (+7.30%) | Added | ▾ |
| 04 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $14.93M | 5.36% | 193.62K shares | 4.92% → 5.36%+0.44 pp +16.30K (+9.19%) | Added | ▾ |
| 05 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $11.98M | 4.30% | 41.22K shares | 3.86% → 4.30%+0.44 pp +3.52K (+9.35%) | Added | ▾ |
| 06 | AAPLAPPLE INC View history and evidence | $7.48M | 2.68% | 25.86K shares | 2.67% → 2.68%+0.01 pp +240 (+0.94%) | Added | ▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $7.05M | 2.53% | 29.59K shares | 2.57% → 2.53%-0.04 pp -420 (-1.40%) | Reduced | ▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $6.79M | 2.44% | 18.20K shares | 2.45% → 2.44%-0.01 pp +2.11K (+13.10%) | Added | ▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $6.46M | 2.32% | 32.26K shares | 2.23% → 2.32%+0.09 pp +1.10K (+3.55%) | Added | ▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $6.01M | 2.16% | 100.69K shares | 2.04% → 2.16%+0.12 pp +8.84K (+9.62%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 80
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HON HONEYWELL INTERNATIONAL INC | Non-derivative | -7,329 | -$1.66M | SEC filing ↗ | SEC filing ↗ |
| DOW DOW INC | Non-derivative | -15,813 | -$658.62K | SEC filing ↗ | SEC filing ↗ |
| KLAC KLA CORP | Non-derivative | -360 | -$530.07K | SEC filing ↗ | SEC filing ↗ |
3 / 80 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 2036975 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-21
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 278789827
}Research all 308 reported holdings.
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