Yoder Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
112
- Value ($000)
$191,869
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $11.84M | 6 % | 60,027 | ||
AAPL APPLE INC | COM | 037833100 | $9.91M | 5 % | 48,309 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.10M | 5 % | 20,795 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.16M | 4 % | 39,852 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $8.14M | 4 % | 44,730 | ||
RSPT INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $6.19M | 3 % | 151,804 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $5.71M | 3 % | 68,929 | ||
LTPZ PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $5.45M | 3 % | 103,904 | ||
FIDU FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | $5.39M | 3 % | 69,564 | ||
FHLC FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | $5.14M | 3 % | 80,327 |
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