YW
| |
Yoder Wealth Management, Inc.13F | |
| Yoder Wealth Management, Inc. | |
| Last update 2025-04-22 | 108 Stocks (3 new) |
| Value $178.00 Mil | Turnover 4 % |
Yoder Wealth Management, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 47,968 | 10,655.1 | -1.36% | 6.000 | -0.09% | 0.000 | +7.23% | -15.56% | 3,150,712.5 | Hardware | |
FTEC |
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
| 56,380 | 9,092.4 | +15.70% | 5.120 | +0.69% | 0.070 | +36.07% | +10.74% | 14,306.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 40,480 | 7,852.7 | -5.01% | 4.420 | -0.23% | 0.010 | +12.76% | +6.38% | 89,496.6 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 45,763 | 7,795.5 | -1.19% | 4.390 | -0.05% | 0.020 | +14.48% | +4.01% | 53,218.9 | ||
VUG | Vanguard Growth ETF | 20,857 | 7,727.7 | -1.28% | 4.350 | -0.06% | 0.000 | +27.43% | +9.47% | 167,059.9 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 119,378 | 6,008.3 | -1.87% | 3.380 | -0.06% | 0.030 | +1.09% | +2.33% | 18,629.6 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 70,392 | 5,752.8 | -0.43% | 3.240 | -0.01% | 0.010 | +2.84% | +4.61% | 53,215.7 | ||
LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
| 98,074 | 5,378.4 | +2.95% | 3.030 | +0.09% | 0.740 | +1.00% | +0.95% | 661.0 | ||
FHLC | Fidelity MSCI Health Care Index ETF | 76,447 | 5,222.9 | +25.35% | 2.940 | +0.59% | 0.180 | +0.44% | -2.12% | 2,411.3 | ||
RYT |
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
| 142,651 | 4,878.7 | -0.83% | 2.750 | -0.02% | - | +31.51% | +10.81% | 0 |
Yoder Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Yoder Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RCD |
Invesco S P 500 Equal Weight Consumer Discretionary ETF
Invesco S P 500 Equal Weight Consumer Discretionary ETF
| 2025-03-31 | Sold Out Sold Out | -0.92% | 23.38 ($24.62) 25.44 | $23.53 | -4.45% | Sold Out | 0 | -31,330 | |
RSPD |
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
| 2025-03-31 | New Buy New Buy | +0.85% | 48.88 ($53.15) 55.84 | $54.78 | 3.07% | New holding | 30,104 | 30,104 | |
FTEC |
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
| 2025-03-31 | Add Add | +0.69% | 161.27 ($179.26) 192.3 | $204.24 | 13.94% | Add 15.7% | 56,380 | 7,652 | |
FHLC | Fidelity MSCI Health Care Index ETF | 2025-03-31 | Add Add | +0.59% | 65.44 ($68.65) 70.64 | $63.30 | -7.79% | Add 25.35% | 76,447 | 15,460 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.47% | 190.26 ($217) 242.06 | $223.75 | 3.11% | Add 62.42% | 11,441 | 4,397 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2025-03-31 | Add Add | +0.31% | 50.48 ($50.58) 50.68 | $50.58 | -0.01% | Add 23.09% | 58,736 | 11,020 | |
IBTL |
iShares iBonds Dec 2031 Term Treasury ETF
iShares iBonds Dec 2031 Term Treasury ETF
| 2025-03-31 | Add Add | +0.24% | 19.55 ($19.98) 20.33 | $20.23 | 1.28% | Add 14.16% | 170,236 | 21,115 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Reduce Reduce | -0.23% | 190.34 ($198.85) 205.23 | $206.47 | 3.83% | Reduce -5.01% | 40,480 | -2,135 | |
FCOM |
Fidelity MSCI Communication Services Index ETF
Fidelity MSCI Communication Services Index ETF
| 2025-03-31 | Add Add | +0.18% | 55.97 ($60.22) 64.13 | $64.45 | 7.02% | Add 8.38% | 72,492 | 5,608 | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 2025-03-31 | New Buy New Buy | +0.17% | 24.05 ($24.13) 24.21 | $24.18 | 0.23% | New holding | 12,300 | 12,300 |
Yoder Wealth Management, Inc. Total Holding History ($B)
Yoder Wealth Management, Inc.'s Asset Allocation
Yoder Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Yoder Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Yoder Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Yoder Wealth Management, Inc.'s Holdings Heat Map
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Yoder Wealth Management, Inc.'s Holdings Bubble Chart
Yoder Wealth Management, Inc. News
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