YARGER WEALTH STRATEGIES, LLC
Q1 2025 13F Holdings
- Locationwesterville, OH
- Num holdings
97
- Value ($000)
$171,443
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001908607
- 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 |
|---|---|---|---|---|---|---|---|
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $17.67M | 10 % | 190,423 | ||
TDVG T ROWE PRICE ETF INC | PRICE DIV GRWT | 87283Q404 | $13.00M | 8 % | 321,783 | ||
HTAB HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | 41653L404 | $9.25M | 5 % | 482,421 | ||
AAPL APPLE INC | COM | 037833100 | $7.60M | 4 % | 34,216 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $7.26M | 4 % | 117,472 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $7.09M | 4 % | 55,016 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $6.20M | 4 % | 122,170 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.50M | 3 % | 28,906 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.39M | 3 % | 31,215 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $5.26M | 3 % | 98,355 |
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