YW

Yoder Wealth Management, Inc.

13F
Yoder Wealth Management, Inc.
Last update 2025-07-22 112 Stocks (5 new)
Value $192.00 Mil Turnover 4 %
Countries:
Top Holdings: FTEC(6.17%)AAPL(5.17%)VUG(4.75%)VIG(4.25%)QUAL(4.24%)
Summary Stock Picks Current Portfolio
Yoder Wealth Management, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FTEC
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
60,027
11,838.5
+6.47%
6.170
+0.37%
0.090
+31.81%
+10.32%
13,939.2
 
AAPL
Apple Inc
48,309
9,911.6
+0.71%
5.170
+0.04%
0.000
+4.98%
-14.13%
3,203,884.0
Hardware
VUG
Vanguard Growth ETF
20,795
9,104.6
-0.30%
4.750
-0.01%
0.010
+24.91%
+9.84%
165,147.5
 
VIG
Vanguard Dividend Appreciation FTF
39,852
8,156.5
-1.55%
4.250
-0.07%
0.010
+12.39%
+7.16%
90,146.8
 
QUAL
iShares MSCI USA Quality Factor ETF
44,730
8,143.0
-2.26%
4.240
-0.10%
0.020
+13.92%
+4.94%
53,448.1
 
RYT
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
151,804
6,190.6
+6.42%
3.230
+0.19%
-
+31.02%
+11.37%
0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
68,929
5,712.5
-2.08%
2.980
-0.07%
0.010
+3.77%
+5.25%
53,384.1
 
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
103,904
5,451.8
+5.94%
2.840
+0.16%
0.800
+0.79%
+1.33%
668.7
 
FIDU
Fidelity MSCI Industrials Index ETF
69,564
5,393.3
+6.91%
2.810
+0.18%
0.390
+22.55%
+15.69%
1,440.2
 
FHLC
Fidelity MSCI Health Care Index ETF
80,327
5,136.9
+5.08%
2.680
+0.13%
0.210
+1.92%
-0.43%
2,512.3
 

Yoder Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Yoder Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-06-30
Sold Out
Sold Out
-1.49%
●
456.74 ($525.37) 568.03
$582.11
10.80%
Sold Out
0
-5,144
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-06-30
Reduce
Reduce
-0.72%
●
50.29 ($50.37) 50.47
$50.45
0.17%
Reduce -21.45%
93,775
-25,603
FTEC
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
2025-06-30
Add
Add
+0.37%
●
139.8 ($172.84) 197.22
$203.42
17.69%
Add 6.47%
60,027
3,647
IBTL
iShares iBonds Dec 2031 Term Treasury ETF
iShares iBonds Dec 2031 Term Treasury ETF
2025-06-30
Add
Add
+0.37%
●
20.04 ($20.25) 20.55
$20.33
0.40%
Add 20.12%
204,491
34,255
FXE
Invesco CurrencyShares Euro Trust
2025-06-30
New Buy
New Buy
+0.24%
●
99.56 ($104.56) 108.79
$108.62
3.88%
New holding
4,200
4,200
IBTM
ISHARES TRUST
2025-06-30
Add
Add
+0.20%
●
22.46 ($22.74) 23.12
$22.80
0.29%
Add 45.62%
52,282
16,380
RYT
Invesco S P 500 Equal Weight Technology ETF
Invesco S P 500 Equal Weight Technology ETF
2025-06-30
Add
Add
+0.19%
●
29.52 ($36.17) 40.78
$282.01
679.68%
Add 6.42%
151,804
9,153
FIDU
Fidelity MSCI Industrials Index ETF
2025-06-30
Add
Add
+0.18%
●
60.99 ($71.5) 77.53
$80.87
13.11%
Add 6.91%
69,564
4,498
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
2025-06-30
Add
Add
+0.16%
●
50.23 ($51.83) 54.84
$51.56
-0.53%
Add 5.94%
103,904
5,830
AMZN
Amazon.com Inc
2025-06-30
Reduce
Reduce
-0.15%
●
167.32 ($197.77) 223.3
$228.42
15.50%
Reduce -11.8%
10,091
-1,350

Yoder Wealth Management, Inc. Total Holding History ($B)

To

Yoder Wealth Management, Inc.'s Asset Allocation

To

Yoder Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Yoder Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30

Yoder Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Yoder Wealth Management, Inc.'s Holdings Heat Map

Size field:

Yoder Wealth Management, Inc.'s Holdings Bubble Chart

Yoder Wealth Management, Inc. News

  • 1

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