Yeomans Consulting Group, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Yeomans Consulting Group, Inc. 13F Holdings
CIK 0002014739
As of Sep 30, 2025, Yeomans Consulting Group, Inc. reported
99 positions worth $289.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 101,441 | $31.3M | 10.82% |
| ISHARES GOLD TRUST | IAU | — | 364,162 | $26.5M | 9.16% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 243,563 |
|
9.0M6.56% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 29,559 |
7.8M | 6.15% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 291,957 |
5.7M | 5.42% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 59,839 |
5.3M | 5.28% |
| ISHARES MSCI EAFE ETF | EFA | — | 159,371 |
5.0M | 5.18% |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | COWG | — | 399,396 |
4.6M | 5.03% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 319,094 |
1.4M | 3.94% |
| ISHARES INTEREST | IGBH | — | 371,564 | $9.2M | 3.16% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 193,749 | $9.0M | 3.09% |
| INVESCO SENIOR LOAN ETF | BKLN | — | 361,454 | $7.6M | 2.61% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 140,385 | $7.1M | 2.47% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 81,152 | $6.9M | 2.39% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 108,857 | $5.4M | 1.88% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 109,164 | $4.9M | 1.69% |
| COCA COLA CO | KO | Consumer Defensive | 69,020 | $4.6M | 1.59% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 38,879 | $3.7M | 1.27% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 113,936 | $3.5M | 1.21% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 64,714 | $3.2M | 1.12% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 46,012 | $3.1M | 1.06% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 8,475 | $2.8M | 0.96% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 23,786 | $2.5M | 0.88% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 30,045 | $2.5M | 0.87% |
| APPLE INC | AAPL | Technology | 8,352 | $2.1M | 0.74% |