Yoder Wealth Management, Inc. Reduced Holdings in Q3 2024

Yoder Wealth Management, Inc.

  • $167 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-18.6K
- 45.18%
$50.42 - $50.66 $939K - $943K
22.6K $1.14B
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.36K
- 4.6%
$50.2 - $50.48 $319K - $321K
132K $6.62B
TER
Teradyne, Inc

Technology
-260
- 14.71%
$114.25 - $163.0 $29.7K - $42.4K
1.51K $202M
FNDC
Schwab Fundamental Intl Small

ETFs
-3.35K
- 16.57%
$33.85 - $38.5 $113K - $129K
16.9K $642M
KIE
Spdr S&P Insurance ETF

ETFs
-1.15K
- 20.23%
$49.44 - $56.87 $56.6K - $65.1K
4.52K $256M
IEF
Ishares Barclays

ETFs
-400
- 8.14%
$92.67 - $99.14 $37.1K - $39.7K
4.52K $440M
VEA
Vanguard Ftse Developed Market

ETFs
-1K
- 9.73%
$47.6 - $53.31 $47.6K - $53.3K
9.28K $490M
MQ
Marqeta, Inc.

Technology
-600
- 3.91%
$4.67 - $5.61 $2.8K - $3.37K
14.7K $72.5M
V
Visa Inc.

Financial Services
-65
- 3.96%
$253.74 - $291.56 $16.5K - $19K
1.58K $434M
PG
Procter & Gamble CO

Consumer Defensive
-56
- 2.78%
$160.76 - $177.82 $9K - $9.96K
1.96K $339M
VAW
Vanguard Materials ETF

ETFs
-14
- 0.64%
$189.89 - $213.71 $2.66K - $2.99K
2.16K $456M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-164
- 1.31%
$21.91 - $26.03 $3.59K - $4.27K
12.4K $318M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-3.39K
- 5.17%
$29.23 - $33.51 $99.1K - $114K
62.1K $2.05B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-500
- 1.49%
$56.04 - $62.2 $28K - $31.1K
33K $2.05B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-143
- 1.01%
$77.02 - $85.06 $11K - $12.2K
14K $1.18B
DFAE
Dimensional ETF Tr

ETFs
-75
- 0.11%
$24.46 - $27.82 $1.83K - $2.09K
67.9K $1.86B
AAPL
Apple Inc.

Technology
-4.74K
- 8.78%
$207.23 - $234.82 $981K - $1.11M
49.2K $11.5B
FNDX
Schwab Fundamental U S Large C

ETFs
-70
- 0.29%
$65.36 - $71.76 $4.58K - $5.02K
23.9K $1.72B
FNDA
Schwab Fundamental U S Small C

ETFs
-12
- 0.03%
$54.26 - $60.01 $651 - $720
38.9K $2.32B
VUG
Vanguard Growth ETF

ETFs
-57
- 0.27%
$341.08 - $391.94 $19.4K - $22.3K
21.1K $8.11B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-670
- 0.8%
$37.33 - $40.63 $25K - $27.2K
83.5K $3.39B
VCIT
Vanguard Intermediate Term Cor

ETFs
-714
- 0.98%
$79.29 - $84.02 $56.6K - $60K
71.9K $6.02B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-1.07K
- 1.13%
$53.17 - $58.71 $56.7K - $62.6K
93.7K $5.41B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-316
- 0.67%
$162.64 - $179.3 $51.4K - $56.7K
46.8K $8.35B
VIG
Vanguard Dividend Appreciation

ETFs
-368
- 0.84%
$182.15 - $182.15 $67K - $67K
43.2K $8.57B
Activity Summary
Buys All Purchases 55 New Holdings 9 Increased Positions 46 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Yoder Wealth Management, Inc. Portfolio

Follow Yoder Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yoder Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yoder Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email