Yoder Wealth Management, Inc. Reduced Holdings in Q3 2025

Yoder Wealth Management, Inc.

  • $211 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
-1K
- 3.66%
$118.3 - $142.16 $118K - $142K
26.3K $3.19B
FXE
Invesco Currency Shares Euro Trust

ETFs
-2K
- 47.62%
$105.31 - $109.29 $211K - $219K
2.2K $238M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
-7.15K
- 7.72%
$23.9 - $24.45 $171K - $175K
85.5K $2.08B
VIG
Vanguard Dividend Appreciation

ETFs
-2.47K
- 6.2%
N/A
37.4K $8.07B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.96K
- 6.61%
$182.33 - $194.5 $539K - $575K
41.8K $8.08B
SQ
Block, Inc.

Technology
-3K
- 7.72%
N/A
35.9K $2.59B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.3K
- 10.57%
N/A
11K $267M
DIS
Walt Disney CO

Communication Services
-40
- 1.77%
$112.25 - $124.0 $4.49K - $4.96K
2.22K $254M
TFLO
Ishares Treasury Floating Rate

ETFs
-355
- 0.55%
$50.45 - $50.65 $17.9K - $18K
64.2K $3.25B
IEF
Ishares Barclays

ETFs
-170
- 4.7%
$93.91 - $97.26 $16K - $16.5K
3.45K $330M
RTM
Invesco S&P 500 Equal Weight M

ETFs
-123
- 1.34%
N/A
9.06K $297M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-460
- 1.43%
$41.43 - $44.2 $19.1K - $20.3K
31.7K $1.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-610
- 1.52%
$26.38 - $27.95 $16.1K - $17K
39.4K $1.08B
MO
Altria Group, Inc.

Consumer Defensive
-150
- 4.37%
$57.75 - $67.68 $8.66K - $10.2K
3.28K $217M
FNDC
Schwab Fundamental Intl Small

ETFs
-230
- 2.06%
$41.81 - $45.21 $9.62K - $10.4K
11K $486M
FNDX
Schwab Fundamental U S Large C

ETFs
-3.52K
- 5.19%
$24.38 - $26.34 $85.7K - $92.6K
64.2K $1.69B
VV
Vanguard Large Cap ETF

ETFs
-31
- 1.89%
$285.05 - $309.14 $8.84K - $9.58K
1.61K $494M
GE
General Electric CO

Industrials
-14
- 1.79%
$244.75 - $305.63 $3.43K - $4.28K
767 $231M
DFAU
Dimensional ETF Tr

ETFs
-1.35K
- 4.93%
$42.42 - $45.96 $57.4K - $62.2K
26.1K $1.19B
VOX
Vanguard Communication Service

ETFs
-23
- 1.03%
$169.0 - $192.17 $3.89K - $4.42K
2.2K $414M
C
Citigroup Inc

Financial Services
-50
- 1.62%
$85.57 - $103.49 $4.28K - $5.17K
3.03K $307M
VCR
Vanguard Consumer Discretionar

ETFs
-52
- 2.63%
$359.61 - $401.35 $18.7K - $20.9K
1.93K $764M
VCIT
Vanguard Intermediate Term Cor

ETFs
-120
- 0.17%
$81.75 - $84.54 $9.81K - $10.1K
68.8K $5.78B
GOOGL
Alphabet Inc.

Communication Services
-74
- 4.28%
$174.36 - $254.72 $12.9K - $18.8K
1.66K $402M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-788
- 2.5%
$67.01 - $72.84 $52.8K - $57.4K
30.8K $2.23B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.42K
- 2.46%
$34.31 - $38.09 $48.7K - $54.1K
56.3K $2.13B
DFAE
Dimensional ETF Tr

ETFs
-820
- 1.25%
$28.84 - $31.84 $23.6K - $26.1K
64.7K $2.04B
PLTR
Palantir Technologies Inc.

Technology
-845
- 11.99%
$130.68 - $186.97 $110K - $158K
6.2K $1.13B
FNDA
Schwab Fundamental U S Small C

ETFs
-155
- 0.2%
$28.75 - $31.93 $4.46K - $4.95K
76.7K $2.39B
VTI
Vanguard Total Stock Market Et

ETFs
-117
- 1.03%
$303.93 - $329.86 $35.6K - $38.6K
11.3K $3.71B
VUG
Vanguard Growth ETF

ETFs
-181
- 0.87%
$433.97 - $484.08 $78.5K - $87.6K
20.6K $9.87B
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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