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Yeomans Consulting Group, Inc.

Portfolio Manager
Yeomans Consulting Group, Inc.
Performance
+2.69% (2025 Q4)
AUM (13F)
$341.28M
# of Holdings
113
Performance Rank
Allocation (Top 20)
76.46%

Yeomans Consulting Group, Inc. Holdings Map

Top 50 Yeomans Consulting Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VV
VANGUARD INDEX FDS
9.32%101.1K$31.8M
-0.37%(-371)
2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 28.1K shares2025-Q3: 101.4K shares2025-Q4: 101.1K shares
$289.31(+11.26%)
2025-12-31
IAU
ISHARES GOLD TR
7.88%331.4K$26.9M
-8.99%(-32.72K)
2024-Q4: 425.4K shares2025-Q1: 398.7K shares2025-Q2: 372.0K shares2025-Q3: 364.2K shares2025-Q4: 331.4K shares
$42.12(+114.24%)
2025-12-31
QQQ
INVESCO QQQ TR
6.63%36.9K$22.6M
+24.68%(+7.29K)
2024-Q4: 35.1K shares2025-Q1: 27.6K shares2025-Q2: 19.6K shares2025-Q3: 29.6K shares2025-Q4: 36.9K shares
$480.20(+32.74%)
2025-12-31
BNDX
VANGUARD CHARLOTTE FDS
5.77%407.4K$19.7Mnew2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 407.4K shares
$48.89(-1.57%)
2025-12-31
BND
VANGUARD BD INDEX FDS
5.64%259.8K$19.2Mnew2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 259.8K shares
$74.22(-0.46%)
2025-12-31
SEIM
SEI EXCHANGE TRADED FUNDS
4.97%367.4K$16.9Mnew2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 367.4K shares
$45.77(+8.93%)
2025-12-31
EFV
ISHARES TR
4.61%220.6K$15.7Mnew2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 151.7K shares2025-Q3: 0 shares2025-Q4: 220.6K shares
$63.80(+22.65%)
2025-12-31
VTEB
VANGUARD MUN BD FDS
4.58%311.0K$15.6M
+185.67%(+202.12K)
2024-Q4: 95.8K shares2025-Q1: 102.4K shares2025-Q2: 105.8K shares2025-Q3: 108.9K shares2025-Q4: 311.0K shares
$49.99(+0.53%)
2025-12-31
EEM
ISHARES TR
4.57%285.3K$15.6M
-2.29%(-6.68K)
2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 292.0K shares2025-Q4: 285.3K shares
$50.82(+22.39%)
2025-12-31
EFA
ISHARES TR
4.51%160.4K$15.4M
+0.67%(+1.06K)
2024-Q4: 0 shares2025-Q1: 0 shares2025-Q2: 119.1K shares2025-Q3: 159.4K shares2025-Q4: 160.4K shares
$77.11(+33.97%)
2025-12-31

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