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 % |
Yukon 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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVY | iShares Select Dividend ETF | 159,292 | 21,391.3 | 0% | 8.880 | 0% | 0.110 | +7.75% | +3.30% | 20,057.6 | ||
AAPL | Apple Inc | 94,464 | 20,983.3 | 0% | 8.710 | 0% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
IVV | iShares Core S&P 500 ETF | 34,576 | 19,428.3 | 0% | 8.070 | 0% | 0.000 | +19.29% | +7.13% | 634,518.9 | ||
NVDA | NVIDIA Corp | 145,980 | 15,821.4 | 0% | 6.570 | 0% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
SCHD | Schwab US Dividend Equity ETF | 443,335 | 12,395.6 | 0% | 5.150 | 0% | 0.020 | +6.29% | -1.10% | 70,469.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 39,518 | 7,666.1 | 0% | 3.180 | 0% | 0.010 | +12.10% | +5.24% | 89,349.2 | ||
MSFT | Microsoft Corp | 19,070 | 7,158.7 | 0% | 2.970 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 153,396 | 7,068.5 | 0% | 2.930 | 0% | 0.020 | +0.51% | +1.26% | 32,719.8 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 49,940 | 6,088.1 | 0% | 2.530 | 0% | 0.050 | +19.52% | +6.40% | 13,911.1 | ||
QQQ | INVESCO QQQ Trust | 12,355 | 5,793.7 | 0% | 2.410 | 0% | 0.000 | +26.38% | +9.79% | 357,775.2 |
Yukon Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Yukon Wealth Management, Inc. Total Holding History ($B)
Yukon Wealth Management, Inc.'s Asset Allocation
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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