StockDriftsStockDriftsTop 50 Yoder Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTEC | FIDELITY COVINGTON TRUST | 9.3% | 98.1K | $20.4M | +13.20%(+11.44K) | $172.41(+57.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.19% | 44.8K | $11.4M | -4.32%(-2.03K) | $144.23(+107.22%) | 2026-03-31 | |
| FCOM | FIDELITY COVINGTON TRUST | 3.29% | 105.8K | $7.2M | +8.30%(+8.11K) | $49.66(+49.98%) | 2026-03-31 | |
| RSPT | INVESCO EXCHANGE TRADED FD T | 3.25% | 157.4K | $7.1M | +2.53%(+3.88K) | $29.18(+99.90%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.06% | 15.4K | $6.7M | -12.26%(-2.15K) | $38.86(+125.17%) | 2026-03-31 | |
| FIDU | FIDELITY COVINGTON TRUST | 3% | 76.2K | $6.6M | +2.04%(+1.52K) | $58.28(+61.32%) | 2026-03-31 | |
| FNCL | FIDELITY COVINGTON TRUST | 3% | 93.6K | $6.6M | +14.47%(+11.84K) | $59.25(+22.55%) | 2026-03-31 | |
| FHLC | FIDELITY COVINGTON TRUST | 2.88% | 89.9K | $6.3M | -5.57%(-5.31K) | $65.43(+8.43%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.78% | 32.0K | $6.1M | -10.26%(-3.66K) | $119.01(+77.26%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.78% | 28.3K | $6.1M | -6.94%(-2.11K) | $152.93(+49.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.70% | +32.03% |
| Top 20 Holdings Unweighted | +9.84% | +32.52% |
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