Yoder Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
108
- Value ($000)
$177,683
- Date Filed04/22/2025
- Form type13F-HR
- CIK0001973967
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $10.66M | 6 % | 47,968 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $9.09M | 5 % | 56,380 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $7.85M | 4 % | 40,480 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $7.80M | 4 % | 45,763 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.73M | 4 % | 20,857 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $6.01M | 3 % | 119,378 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $5.75M | 3 % | 70,392 | ||
LTPZ PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $5.38M | 3 % | 98,074 | ||
FHLC FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | $5.22M | 3 % | 76,447 | ||
RSPT INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $4.88M | 3 % | 142,651 |
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