YW

Yukon Wealth Management, Inc.

13F
Yukon Wealth Management, Inc.
Last update 2025-04-28 102 Stocks (0 new)
Value $241.00 Mil Turnover 0 %
Countries:
Yukon Wealth Management, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DVY
iShares Select Dividend ETF
159,292
21,391.3
0%
8.880
0%
0.110
+6.98%
+4.63%
20,151.6
 
AAPL
Apple Inc
94,464
20,983.3
0%
8.710
0%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
IVV
iShares Core S&P 500 ETF
34,576
19,428.3
0%
8.070
0%
0.000
+16.09%
+8.31%
642,461.0
 
NVDA
NVIDIA Corp
145,980
15,821.4
0%
6.570
0%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
SCHD
Schwab US Dividend Equity ETF
443,335
12,395.6
0%
5.150
0%
0.020
+6.11%
-0.15%
71,237.6
 
VIG
Vanguard Dividend Appreciation FTF
39,518
7,666.1
0%
3.180
0%
0.010
+10.49%
+6.27%
90,207.5
 
MSFT
Microsoft Corp
19,070
7,158.7
0%
2.970
0%
0.000
+32.15%
+21.67%
3,797,138.0
Software
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
153,396
7,068.5
0%
2.930
0%
0.020
+1.33%
+3.58%
32,821.3
 
ESGU
iShares MSCI USA ESG Optimized ETF
49,940
6,088.1
0%
2.530
0%
0.050
+16.30%
+7.52%
14,058.9
 
QQQ
INVESCO QQQ Trust
12,355
5,793.7
0%
2.410
0%
0.000
+20.90%
+10.52%
360,250.4
 

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

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

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Yukon Wealth Management, Inc.'s Asset Allocation

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Yukon Wealth Management, Inc. Past Portfolios

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

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Yukon Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Yukon Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Yukon Wealth Management, Inc.'s Holdings Heat Map

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Yukon Wealth Management, Inc.'s Holdings Bubble Chart

Yukon Wealth Management, Inc. News

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