Yhb Investment Advisors, Inc. ETFs

Yhb Investment Advisors, Inc.

$1.17 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VNQ Vanguard Specialized Funds Van	$0	$699,000 0.06% of portfolio	7,731	Q1 2025 Reduced 1.39%
SCHM Schwab Strategic U.S. Mid Cap	$0	$694,000 0.06% of portfolio	26,516	Q1 2025 Added 1.05%
VUG Vanguard Growth ETF	$0	$665,000 0.06% of portfolio	1,796	Q1 2025 Added 2.69%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$643,000 0.06% of portfolio	12,477	Q1 2025 Added 5.93%
PIO Invesco Exchange Traded Fd Tr	$0	$590,000 0.05% of portfolio	14,720	Q4 2024 Reduced 11.24%
VIG Vanguard Dividend Appreciation	$0	$589,000 0.05% of portfolio	3,238	Q1 2025 Reduced 4.2%
USRT Ishares Core U.S. Reit ETF	$0	$575,000 0.05% of portfolio	9,992	Q1 2025 Added 4.81%
SDY Spdr Series Tr Spdr S&P Divide	$0	$540,000 0.05% of portfolio	3,980	Q1 2025 Added 1.3%
GLDM World Gold Trust	$9.75B	$538,000 0.05% of portfolio	8,700	Q1 2025 Added 25.18%
VEU Vanguard Ftse All World Ex Us	$0	$491,000 0.04% of portfolio	8,110	Q1 2025 Added 0.85%
XLF Financial Sector Spdr	$0	$480,000 0.04% of portfolio	9,650	Q1 2025 Reduced 9.8%
IWD Ishares Russell 1000 Val ETF	$0	$479,000 0.04% of portfolio	2,547	Q1 2025 Reduced 4.75%
EFA Ishares Tr Msci Eafe ETF	$0	$449,000 0.04% of portfolio	5,502	Q1 2025 Added 0.55%
XLK Technology Sector Spdr	$0	$447,000 0.04% of portfolio	2,169	Q1 2025 Reduced 19.99%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$318,000 0.03% of portfolio	15,417	Q1 2025 Reduced 10.12%
ICSH Blackrock Ultra Short Term Bon	$0	$311,000 0.03% of portfolio	6,152	Q1 2025 Added 14.41%
VO Vanguard Mid Cap ETF	$0	$310,000 0.03% of portfolio	1,200	Q4 2024 Reduced 2.04%
VWO Vanguard Ftse Emerging Mkts Et	$0	$302,000 0.03% of portfolio	6,678	Q1 2025 Reduced 4.97%
SCHK Schwab Strategic Tr 1000 Index	$0	$295,000 0.03% of portfolio	10,978	Q1 2025 Reduced 24.86%
IJT Ishares S&P Small Cap 600 Grow	$0	$292,000 0.03% of portfolio	2,346	Q4 2024 Reduced 1.05%
XLU Utilities Sector Spdr	$0	$280,000 0.02% of portfolio	3,557	Q1 2025 Reduced 11.76%
SCHF Schwab Strategic Tr Intl Eqty	$0	$254,000 0.02% of portfolio	12,854	Q1 2025 Reduced 2.8%
IWP Ishares Russell Mid Cap Growth	$0	$242,000 0.02% of portfolio	2,064	Q1 2025 Reduced 8.83%
VTV Vanguard Value ETF	$0	$232,000 0.02% of portfolio	1,347	Q1 2025 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$232,000 0.02% of portfolio	11,933	Q1 2025 Added 0.04%
IYF Ishares Tr	$0	$220,000 0.02% of portfolio	1,950	Q3 2024 New
XLC Select Sector Spdr Tr Communic	$0	$220,000 0.02% of portfolio	2,286	Q1 2025 Reduced 21.69%
VB Vanguard Small Cap ETF	$0	$218,000 0.02% of portfolio	986	Q1 2025 Reduced 14.78%
JAAA Janus Detroit Str Tr Janus Hen	$0	$217,000 0.02% of portfolio	4,280	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$217,000 0.02% of portfolio	3,501	Q1 2025 Added 0.72%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$200,000 0.02% of portfolio	4,036	Q1 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.