Yoder Wealth Management, Inc. Reduced Holdings in Q1 2025

Yoder Wealth Management, Inc.

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-661
- 1.36%
$209.68 - $247.1 $139K - $163K
48K $10.7B
VUG
Vanguard Growth ETF

ETFs
-270
- 1.28%
$369.1 - $427.61 $99.7K - $115K
20.9K $7.73B
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.2K
- 0.83%
N/A
143K $4.88B
VIG
Vanguard Dividend Appreciation

ETFs
-2.14K
- 5.01%
N/A
40.5K $7.85B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-552
- 1.19%
$168.16 - $186.21 $92.8K - $103K
45.8K $7.8B
NVDA
Nvidia Corp

Technology
-225
- 2.74%
$106.98 - $149.43 $24.1K - $33.6K
7.99K $866M
GOOG
Alphabet Inc.

Communication Services
-18
- 0.28%
$156.06 - $207.71 $2.81K - $3.74K
6.53K $1.02B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.33K
- 6.37%
$39.4 - $42.61 $210K - $227K
78.2K $3.16B
DFAU
Dimensional ETF Tr

ETFs
-3.26K
- 10.22%
$37.84 - $42.29 $123K - $138K
28.7K $1.1B
FNDA
Schwab Fundamental U S Small C

ETFs
-100
- 0.13%
$26.87 - $30.99 $2.69K - $3.1K
77.1K $2.11B
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.23K
- 3.91%
N/A
30.1K $1.5B
MSFT
Microsoft Corp

Technology
-27
- 0.8%
$375.39 - $447.2 $10.1K - $12.1K
3.35K $1.26B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-620
- 1.88%
$59.61 - $66.71 $37K - $41.4K
32.3K $1.95B
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.28K
- 1.87%
$50.29 - $50.5 $115K - $115K
119K $6.01B
FNDB
Schwab Fundamental U S Broad M

ETFs
-3.1K
- 4.06%
$22.52 - $24.48 $69.8K - $75.9K
73.2K $1.68B
CRM
Salesforce, Inc.

Technology
-9
- 0.73%
$268.36 - $359.95 $2.42K - $3.24K
1.23K $330M
PG
Procter & Gamble CO

Consumer Defensive
-458
- 22.75%
$158.56 - $176.26 $72.6K - $80.7K
1.56K $265M
FNDX
Schwab Fundamental U S Large C

ETFs
-2.02K
- 2.83%
$23.03 - $25.01 $46.5K - $50.5K
69.3K $1.64B
RYF
Invesco S&P 500 Equal Weight F

ETFs
-588
- 1.46%
N/A
39.7K $2.88B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.64K
- 2.7%
$29.72 - $31.94 $48.7K - $52.4K
59.2K $1.83B
DFAE
Dimensional ETF Tr

ETFs
-2.32K
- 3.36%
$24.64 - $26.86 $57K - $62.2K
66.7K $1.73B
VOX
Vanguard Communication Service

ETFs
-15
- 0.66%
$147.73 - $169.24 $2.22K - $2.54K
2.25K $334M
JPM
Jpmorgan Chase & CO

Financial Services
-91
- 6.34%
$225.19 - $279.95 $20.5K - $25.5K
1.35K $330M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-400
- 1.43%
$26.64 - $27.14 $10.7K - $10.9K
27.5K $738M
FNDC
Schwab Fundamental Intl Small

ETFs
-989
- 6.74%
$33.34 - $37.44 $33K - $37K
13.7K $495M
ICE
Intercontinental Exchange, Inc.

Financial Services
-235
- 15.36%
$142.8 - $176.36 $33.6K - $41.4K
1.3K $223M
VAW
Vanguard Materials ETF

ETFs
-25
- 1.17%
$185.71 - $202.46 $4.64K - $5.06K
2.11K $399M
C
Citigroup Inc

Financial Services
-6
- 0.19%
$67.23 - $84.63 $403 - $508
3.08K $218M
CSCO
Cisco Systems, Inc.

Technology
-36
- 1.0%
$58.74 - $64.87 $2.11K - $2.34K
3.56K $220M
MA
Mastercard Inc

Financial Services
-9
- 1.62%
$504.67 - $576.31 $4.54K - $5.19K
546 $299M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-700
- 1.91%
$21.92 - $22.89 $15.3K - $16K
35.9K $822M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-364
- 1.24%
N/A
29.1K $896M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-320
- 0.79%
$27.01 - $28.54 $8.64K - $9.13K
40.4K $1.13B
V
Visa Inc.

Financial Services
-74
- 4.75%
$306.92 - $362.71 $22.7K - $26.8K
1.48K $520M
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
-173
- 0.54%
N/A
31.8K $1.12B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-260
- 0.79%
$36.91 - $41.03 $9.6K - $10.7K
32.6K $1.29B
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
-650
- 0.69%
$23.17 - $24.25 $15.1K - $15.8K
93.1K $2.26B
VCIT
Vanguard Intermediate Term Cor

ETFs
-305
- 0.43%
$79.17 - $82.04 $24.1K - $25K
70.4K $5.75B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-30
- 1.86%
$442.66 - $534.52 $13.3K - $16K
1.59K $845M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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