Yeomans Consulting Group, Inc.
data from 30/09/2025
Capitalization
$ 289.748 M
19.72 %
Performance
$ 50.186 M
21.08 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VV | VANGUARD INDEX FDS | 10.82% | 31.349 M $ | 101441 | 2025/06/30 | 635.041 K $ | 7.91 % |
| 2025/09/30 | IAU | ISHARES GOLD TR | 9.16% | 26.540 M $ | 364162 | 2023/12/31 | 3.872 M $ | 16.54 % |
| 2025/09/30 | BIV | VANGUARD BD INDEX FDS | 6.56% | 19.020 M $ | 243563 | 2024/09/30 | 129.939 K $ | 0.97 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 6.15% | 17.831 M $ | 29559 | 2023/12/31 | 953.548 K $ | 8.91 % |
| 2025/09/30 | EEM | ISHARES TR | 5.42% | 15.713 M $ | 291957 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MTUM | ISHARES TR | 5.28% | 15.313 M $ | 59839 | 2024/03/31 | 538.725 K $ | 6.81 % |
| 2025/09/30 | EFA | ISHARES TR | 5.18% | 15.003 M $ | 159371 | 2025/06/30 | 474.137 K $ | 4.46 % |
| 2025/09/30 | COWG | PACER FDS TR | 5.03% | 14.562 M $ | 399396 | 2025/03/31 | 411.565 K $ | 3.41 % |
| 2025/09/30 | DISV | DIMENSIONAL ETF TRUST | 3.94% | 11.420 M $ | 319094 | 2023/12/31 | 393.670 K $ | 8.45 % |
| 2025/09/30 | IGBH | ISHARES U S ETF TR | 3.16% | 9.153 M $ | 371564 | 2024/03/31 | 135.785 K $ | 2.11 % |
| 2025/09/30 | DFIV | DIMENSIONAL ETF TRUST | 3.09% | 8.967 M $ | 193749 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BKLN | INVESCO EXCH TRADED FD TR II | 2.61% | 7.558 M $ | 361454 | 2023/12/31 | 3.212 K $ | 0.05 % |
| 2025/09/30 | FLOT | ISHARES TR | 2.47% | 7.146 M $ | 140385 | 2025/06/30 | 9.547 K $ | 0.14 % |
| 2025/09/30 | EFAV | ISHARES TR | 2.39% | 6.916 M $ | 81152 | 2023/12/31 | 62.734 K $ | 0.91 % |
| 2025/09/30 | VTEB | VANGUARD MUN BD FDS | 1.88% | 5.442 M $ | 108857 | 2023/12/31 | 110.027 K $ | 2.13 % |
| 2025/09/30 | DFUV | DIMENSIONAL ETF TRUST | 1.69% | 4.883 M $ | 109164 | 2023/12/31 | 256.108 K $ | 5.63 % |
| 2025/09/30 | KO | COCA COLA CO | 1.59% | 4.609 M $ | 69020 | 2023/12/31 | -161.881 K $ | -6.18 % |
| 2025/09/30 | USMV | ISHARES TR | 1.27% | 3.692 M $ | 38879 | 2023/12/31 | 48.572 K $ | 1.35 % |
| 2025/09/30 | DIHP | DIMENSIONAL ETF TRUST | 1.21% | 3.496 M $ | 113936 | 2023/12/31 | 100.965 K $ | 3.09 % |
| 2025/09/30 | VTIP | VANGUARD MALVERN FDS | 1.12% | 3.238 M $ | 64714 | 2023/12/31 | 13.161 K $ | 0.72 % |
| 2025/09/30 | VWOB | VANGUARD WHITEHALL FDS | 1.06% | 3.074 M $ | 46012 | 2024/06/30 | 55.108 K $ | 2.38 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 0.96% | 2.791 M $ | 8475 | 2023/12/31 | 202.694 K $ | 7.98 % |
| 2025/09/30 | SUB | ISHARES TR | 0.88% | 2.536 M $ | 23786 | 2023/12/31 | 10.297 K $ | 0.41 % |
| 2025/09/30 | VCIT | VANGUARD SCOTTSDALE FDS | 0.87% | 2.526 M $ | 30045 | 2023/12/31 | 36.043 K $ | 1.44 % |
| 2025/09/30 | AAPL | APPLE INC | 0.74% | 2.134 M $ | 8352 | 2023/12/31 | 439.551 K $ | 23.80 % |
| 2025/09/30 | DVY | ISHARES TR | 0.74% | 2.130 M $ | 14961 | 2023/12/31 | 138.996 K $ | 6.86 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.66% | 1.918 M $ | 3691 | 2023/12/31 | 76.840 K $ | 4.17 % |
| 2025/09/30 | DEHP | DIMENSIONAL ETF TRUST | 0.61% | 1.781 M $ | 57779 | 2023/12/31 | 143.426 K $ | 9.07 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.57% | 1.663 M $ | 4188 | 2023/12/31 | 162.488 K $ | 10.33 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.54% | 1.570 M $ | 2349 | 2023/12/31 | 1.484 M $ | 7.82 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.46% | 1.344 M $ | 7178 | 2023/12/31 | 150.926 K $ | 18.65 % |
| 2025/09/30 | IYC | ISHARES TR | 0.42% | 1.214 M $ | 11597 | 2024/12/31 | 52.838 K $ | 5.17 % |
| 2025/09/30 | IYW | ISHARES TR | 0.42% | 1.214 M $ | 6156 | 2025/06/30 | 135.065 K $ | 13.18 % |
| 2025/09/30 | IYF | ISHARES TR | 0.42% | 1.210 M $ | 9687 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.41% | 1.198 M $ | 3592 | 2023/12/31 | 149.377 K $ | 20.50 % |
| 2025/09/30 | HYMB | SPDR SERIES TRUST | 0.41% | 1.192 M $ | 47898 | 2024/03/31 | 7.101 K $ | 0.61 % |
| 2025/09/30 | IYZ | ISHARES TR | 0.41% | 1.175 M $ | 36151 | 2024/12/31 | 87.372 K $ | 8.34 % |
| 2025/09/30 | HYD | VANECK ETF TRUST | 0.40% | 1.165 M $ | 22938 | 2023/12/31 | 15.689 K $ | 1.38 % |
| 2025/09/30 | APP | APPLOVIN CORP | 0.34% | 985.022 K $ | 1399 | 2024/06/30 | 342.299 K $ | 109.44 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.26% | 741.180 K $ | 633 | 2024/03/31 | -120.720 K $ | -10.84 % |
| 2025/09/30 | SO | SOUTHERN CO | 0.25% | 726.073 K $ | 7659 | 2023/12/31 | 25.733 K $ | 3.19 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.25% | 721.965 K $ | 2948 | 2023/12/31 | 202.081 K $ | 38.03 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.24% | 683.070 K $ | 3096 | 2023/12/31 | 568.000 $ | 0.08 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.23% | 667.613 K $ | 2310 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | GE | GE AEROSPACE | 0.21% | 616.503 K $ | 2049 | 2025/06/30 | 85.426 K $ | 17.44 % |
| 2025/09/30 | XLK | SELECT SECTOR SPDR TR | 0.20% | 578.063 K $ | 2031 | 2023/12/31 | 59.120 K $ | 11.41 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.20% | 577.850 K $ | 2017 | 2023/12/31 | -39.185 K $ | -4.33 % |
| 2025/09/30 | SHYG | ISHARES TR | 0.17% | 502.163 K $ | 11643 | 2023/12/31 | 1.670 K $ | 0.37 % |
| 2025/09/30 | TSLA | TESLA INC | 0.17% | 495.298 K $ | 1078 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.17% | 487.713 K $ | 2637 | 2024/09/30 | 236.354 K $ | 35.28 % |
| 2025/09/30 | ALAB | ASTERA LABS INC | 0.17% | 487.612 K $ | 2507 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.17% | 487.074 K $ | 679 | 2023/12/31 | -2.292 K $ | -0.52 % |
| 2025/09/30 | HOOD | ROBINHOOD MKTS INC | 0.17% | 482.538 K $ | 3468 | 2024/06/30 | 220.200 K $ | 53.67 % |
| 2025/09/30 | NEM | NEWMONT CORP | 0.17% | 480.632 K $ | 5592 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | WDC | WESTERN DIGITAL CORP | 0.17% | 478.874 K $ | 3667 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LRCX | LAM RESEARCH CORP | 0.16% | 475.919 K $ | 3333 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TPR | TAPESTRY INC | 0.16% | 471.256 K $ | 4140 | 2025/06/30 | 84.894 K $ | 29.23 % |
| 2025/09/30 | GLW | CORNING INC | 0.16% | 470.542 K $ | 5661 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | QS | QUANTUMSCAPE CORP | 0.16% | 470.250 K $ | 32231 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EBAY | EBAY INC. | 0.16% | 463.211 K $ | 5289 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JMIA | JUMIA TECHNOLOGIES AG | 0.16% | 461.321 K $ | 39095 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SOFI | SOFI TECHNOLOGIES INC | 0.16% | 459.919 K $ | 17854 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.16% | 458.013 K $ | 6662 | 2023/12/31 | -5.884 K $ | -1.39 % |
| 2025/09/30 | ALNY | ALNYLAM PHARMACEUTICALS INC | 0.16% | 453.280 K $ | 984 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.16% | 453.066 K $ | 1764 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IDXX | IDEXX LABS INC | 0.16% | 449.580 K $ | 725 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RKLB | ROCKET LAB CORP | 0.16% | 449.239 K $ | 9365 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RBLX | ROBLOX CORP | 0.15% | 447.928 K $ | 3341 | 2025/06/30 | 129.748 K $ | 33.10 % |
| 2025/09/30 | GEV | GE VERNOVA INC | 0.15% | 436.428 K $ | 720 | 2025/06/30 | 79.576 K $ | 16.95 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.15% | 434.683 K $ | 1399 | 2023/12/31 | 36.365 K $ | 8.79 % |
| 2025/09/30 | GS | GOLDMAN SACHS GROUP INC | 0.14% | 413.964 K $ | 527 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ANET | ARISTA NETWORKS INC | 0.14% | 400.193 K $ | 2681 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DASH | DOORDASH INC | 0.13% | 382.190 K $ | 1428 | 2025/03/31 | 34.882 K $ | 10.71 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.13% | 381.326 K $ | 3405 | 2023/12/31 | 17.404 K $ | 4.53 % |
| 2025/09/30 | BK | BANK NEW YORK MELLON CORP | 0.13% | 378.712 K $ | 3545 | 2025/03/31 | 61.064 K $ | 19.69 % |
| 2025/09/30 | APH | AMPHENOL CORP NEW | 0.13% | 378.343 K $ | 3035 | 2025/06/30 | 78.050 K $ | 25.67 % |
| 2025/09/30 | WBD | WARNER BROS DISCOVERY INC | 0.13% | 366.992 K $ | 18966 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DB | DEUTSCHE BANK A G | 0.12% | 360.355 K $ | 10148 | 2025/06/30 | 64.371 K $ | 21.35 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.12% | 359.202 K $ | 721 | 2023/12/31 | 12.506 K $ | 3.47 % |
| 2025/09/30 | ASTS | AST SPACEMOBILE INC | 0.12% | 351.149 K $ | 6167 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LITE | LUMENTUM HLDGS INC | 0.12% | 349.142 K $ | 2037 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | RDDT | REDDIT INC | 0.12% | 342.191 K $ | 1689 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MP | MP MATERIALS CORP | 0.12% | 340.923 K $ | 5041 | 2025/06/30 | 307.850 K $ | 107.34 % |
| 2025/09/30 | FUTU | FUTU HLDGS LTD | 0.12% | 337.158 K $ | 1911 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TME | TENCENT MUSIC ENTMT GROUP | 0.12% | 337.020 K $ | 14577 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | T | AT&T INC | 0.11% | 330.517 K $ | 11997 | 2024/06/30 | -8.488 K $ | -2.42 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.11% | 312.813 K $ | 341 | 2023/12/31 | -25.209 K $ | -6.52 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.10% | 296.794 K $ | 1920 | 2023/12/31 | 22.626 K $ | 8.31 % |
| 2025/09/30 | HYG | ISHARES TR | 0.10% | 293.885 K $ | 3630 | 2023/12/31 | 1.839 K $ | 0.67 % |
| 2025/09/30 | LOW | LOWES COS INC | 0.10% | 288.908 K $ | 1165 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VOT | VANGUARD INDEX FDS | 0.09% | 271.839 K $ | 925 | 2024/06/30 | 9.099 K $ | 3.32 % |
| 2025/09/30 | V | VISA INC | 0.08% | 230.611 K $ | 663 | 2023/12/31 | -13.492 K $ | -3.85 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 0.08% | 224.918 K $ | 392 | 2024/06/30 | 2.658 K $ | 1.22 % |
| 2025/09/30 | TFC | TRUIST FINL CORP | 0.08% | 222.883 K $ | 4891 | 2023/12/31 | 14.135 K $ | 6.18 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.08% | 222.619 K $ | 462 | 2023/12/31 | 24.767 K $ | 9.50 % |
| 2025/09/30 | YUM | YUM BRANDS INC | 0.07% | 217.070 K $ | 1417 | 2025/06/30 | 5.435 K $ | 2.54 % |
| 2025/09/30 | MMM | 3M CO | 0.07% | 209.196 K $ | 1341 | 2025/06/30 | 3.960 K $ | 1.91 % |
| 2025/09/30 | PH | PARKER-HANNIFIN CORP | 0.07% | 204.665 K $ | 271 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.07% | 203.152 K $ | 676 | 2024/09/30 | 7.957 K $ | 3.94 % |
| 2025/09/30 | JBL | JABIL INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |