Yhb Investment Advisors, Inc. ETFs

Yhb Investment Advisors, Inc.

$1.26 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EUSA Ishares Msci Usa Equal Weighte	$0	$763,000 0.06% of portfolio	7,700	Q3 2020 New
SUB Ishares Short Term National Mu	$0	$749,000 0.06% of portfolio	7,045	Q2 2025 Added 2.41%
SCHM Schwab Strategic U.S. Mid Cap	$0	$742,000 0.06% of portfolio	26,468	Q2 2025 Reduced 0.18%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$740,000 0.06% of portfolio	14,415	Q2 2025 Added 15.53%
PIO Invesco Exchange Traded Fd Tr	$0	$657,000 0.05% of portfolio	14,720	Q4 2024 Reduced 11.24%
GLDM World Gold Trust	$9.76B	$609,000 0.05% of portfolio	9,301	Q2 2025 Added 6.91%
VNQ Vanguard Specialized Funds Van	$0	$597,000 0.05% of portfolio	6,707	Q2 2025 Reduced 13.25%
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	$567,000 0.05% of portfolio	10,032	Q2 2025 Added 0.4%
VEU Vanguard Ftse All World Ex Us	$0	$545,000 0.04% of portfolio	8,108	Q2 2025 Reduced 0.02%
SDY Spdr Series Tr Spdr S&P Divide	$0	$525,000 0.04% of portfolio	3,870	Q2 2025 Reduced 2.76%
EFA Ishares Tr Msci Eafe ETF	$0	$511,000 0.04% of portfolio	5,726	Q2 2025 Added 4.07%
IWD Ishares Russell 1000 Val ETF	$0	$506,000 0.04% of portfolio	2,610	Q2 2025 Added 2.47%
XLF Financial Sector Spdr	$0	$504,000 0.04% of portfolio	9,635	Q2 2025 Reduced 0.16%
XLP Consumer Staples Sector Spdr	$0	$473,000 0.04% of portfolio	6,229	Q2 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$449,000 0.04% of portfolio	8,581	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$388,000 0.03% of portfolio	5,617	Q2 2025 Added 60.44%
VWO Vanguard Ftse Emerging Mkts Et	$0	$348,000 0.03% of portfolio	7,048	Q2 2025 Added 5.54%
SCHF Schwab Strategic Tr Intl Eqty	$0	$337,000 0.03% of portfolio	15,279	Q2 2025 Added 18.87%
VO Vanguard Mid Cap ETF	$0	$334,000 0.03% of portfolio	1,195	Q2 2025 Reduced 0.42%
SCHK Schwab Strategic Tr 1000 Index	$0	$327,000 0.03% of portfolio	10,980	Q2 2025 Added 0.02%
IJT Ishares S&P Small Cap 600 Grow	$0	$312,000 0.02% of portfolio	2,346	Q4 2024 Reduced 1.05%
XLU Utilities Sector Spdr	$0	$291,000 0.02% of portfolio	3,567	Q2 2025 Added 0.28%
ICSH Blackrock Ultra Short Term Bon	$0	$290,000 0.02% of portfolio	5,727	Q2 2025 Reduced 6.91%
IWP Ishares Russell Mid Cap Growth	$0	$286,000 0.02% of portfolio	2,064	Q1 2025 Reduced 8.83%
JAAA Janus Detroit Str Tr Janus Hen	$0	$267,000 0.02% of portfolio	5,270	Q2 2025 Added 23.13%
IHI Ishares Tr Dow Jones Us Medica	$0	$254,000 0.02% of portfolio	4,055	Q2 2025 New
VGT Vanguard Information Technolog	$0	$250,000 0.02% of portfolio	377	Q2 2025 New
XLC Select Sector Spdr Tr Communic	$0	$246,000 0.02% of portfolio	2,271	Q2 2025 Reduced 0.66%
IYF Ishares Tr	$0	$235,000 0.02% of portfolio	1,950	Q3 2024 New
VTV Vanguard Value ETF	$0	$234,000 0.02% of portfolio	1,327	Q2 2025 Reduced 1.48%
VB Vanguard Small Cap ETF	$0	$233,000 0.02% of portfolio	987	Q2 2025 Added 0.1%
IHF Ishares Tr	$0	$220,000 0.02% of portfolio	4,532	Q2 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$214,000 0.02% of portfolio	378	Q2 2025 New
QUS Spdr Ser Tr Msci Usa Strategic	$0	$213,000 0.02% of portfolio	1,308	Q2 2025 New
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$201,000 0.02% of portfolio	9,762	Q2 2025 Reduced 36.68%

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.