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Yeomans Consulting Group, Inc.
Period ended Dec 31, 2025 · Latest filing Jan 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $341,282,473
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · LARGE CAP ETF · 922908637 · shares: $31,816,836
- ISHARES GOLD TR · ISHARES NEW · 464285204 · shares: $26,902,822
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $22,639,781
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $19,683,684
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $19,243,016
- SEI EXCHANGE TRADED FUNDS · ENHANCED US LRG · 81589A205 · shares: $16,949,777
- ISHARES TR · EAFE VALUE ETF · 464288877 · shares: $15,749,476
- VANGUARD MUN BD FDS · TAX EXEMPT BD · 922907746 · shares: $15,638,933
- ISHARES TR · MSCI EMG MKT ETF · 464287234 · shares: $15,607,559
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $15,406,381
Reported holdings
113 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 101,070 shares | $31,816,836 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 331,438 shares | $26,902,822 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 36,854 shares | $22,639,781 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 407,361 shares | $19,683,684 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 259,795 shares | $19,243,016 |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A205 | — | 367,435 shares | $16,949,777 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 220,550 shares | $15,749,476 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 310,975 shares | $15,638,933 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 285,278 shares | $15,607,559 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 160,433 shares | $15,406,381 |
| ISHARES TR | MICRO-CAP ETF | 464288869 | — | 66,718 shares | $10,521,429 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 151,299 shares | $7,483,249 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | — | 107,410 shares | $7,242,656 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 82,525 shares | $7,117,781 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 140,272 shares | $5,330,336 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 49,074 shares | $5,236,196 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 112,065 shares | $5,221,108 |
| COCA COLA CO | COM | 191216100 | — | 68,942 shares | $4,819,735 |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A106 | — | 109,229 shares | $4,252,285 |
| ISHARES U S ETF TR | INT RT HD LONG | 46431W812 | — | 168,508 shares | $4,150,352 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | — | 44,547 shares | $4,070,705 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 11,768 shares | $3,945,457 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | — | 39,679 shares | $3,736,175 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 115,905 shares | $3,670,132 |
| SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 81589A304 | — | 85,421 shares | $3,544,972 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 30,461 shares | $2,551,109 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 22,722 shares | $2,503,737 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | — | 59,722 shares | $2,481,749 |
| APPLE INC | COM | 037833100 | — | 8,292 shares | $2,254,263 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 15,231 shares | $2,149,703 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 | — | 58,722 shares | $1,893,785 |
| MICROSOFT CORP | COM | 594918104 | — | 3,615 shares | $1,748,286 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,548 shares | $1,736,524 |
| HOME DEPOT INC | COM | 437076102 | — | 4,901 shares | $1,686,434 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 2,414 shares | $1,646,155 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 24,418 shares | $1,641,378 |
| ISHARES TR | US TELECOM ETF | 464287713 | — | 39,670 shares | $1,344,813 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 6,529 shares | $1,303,711 |
| ISHARES TR | US HLTHCARE ETF | 464287762 | — | 19,961 shares | $1,299,461 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A284 | — | 51,317 shares | $1,279,846 |
| ISHARES TR | U.S. UTILITS ETF | 464287697 | — | 11,586 shares | $1,255,459 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | — | 24,432 shares | $1,248,964 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 5,784 shares | $1,078,716 |
| BROADCOM INC | COM | 11135F101 | — | 2,640 shares | $913,704 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 30,159 shares | $869,182 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 3,035 shares | $866,219 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 1,250 shares | $842,275 |
| TESLA INC | COM | 88160R101 | — | 1,857 shares | $835,130 |
| KLA CORP | COM NEW | 482480100 | — | 675 shares | $820,179 |
| AMAZON COM INC | COM | 023135106 | — | 3,347 shares | $772,555 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 10,489 shares | $655,248 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | — | 8,176 shares | $638,668 |
| SOUTHERN CO | COM | 842587107 | — | 7,265 shares | $633,508 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,061 shares | $610,489 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,942 shares | $598,194 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | — | 4,062 shares | $584,806 |
| CISCO SYS INC | COM | 17275R102 | — | 6,971 shares | $536,976 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 | — | 7,244 shares | $526,132 |
| META PLATFORMS INC | CL A | 30303M102 | — | 790 shares | $521,471 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 12,019 shares | $515,255 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,334 shares | $499,849 |
| NEWMONT CORP | COM | 651639106 | — | 4,597 shares | $459,010 |
| CIENA CORP | COM NEW | 171779309 | — | 1,943 shares | $454,409 |
| COHERENT CORP | COM | 19247G107 | — | 2,388 shares | $440,753 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 2,556 shares | $437,536 |
| CATERPILLAR INC | COM | 149123101 | — | 757 shares | $433,663 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 1,345 shares | $433,386 |
| ALBEMARLE CORP | COM | 012653101 | — | 3,052 shares | $431,675 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 1,163 shares | $428,670 |
| TERADYNE INC | COM | 880770102 | — | 2,211 shares | $427,961 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 2,404 shares | $427,311 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 2,430 shares | $418,616 |
| CORNING INC | COM | 219350105 | — | 4,766 shares | $417,311 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 1,759 shares | $400,190 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 454 shares | $399,066 |
| NETFLIX INC | COM | 64110L106 | — | 4,245 shares | $398,011 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 3,492 shares | $394,945 |
| FIRST SOLAR INC | COM | 336433107 | — | 1,499 shares | $391,584 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | — | 3,362 shares | $390,295 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 3,235 shares | $389,300 |
| AMPHENOL CORP NEW | CL A | 032095101 | — | 2,846 shares | $384,608 |
| BELITE BIO INC | SPONSORED ADS | 07782B104 | — | 2,399 shares | $383,744 |
| INTEL CORP | COM | 458140100 | — | 10,342 shares | $381,620 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 755 shares | $379,501 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 1,374 shares | $378,386 |
| DEUTSCHE BANK A G | NAMEN AKT | D18190898 | — | 9,759 shares | $376,307 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 411 shares | $372,514 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 2,285 shares | $370,193 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | — | 5,380 shares | $370,144 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 4,263 shares | $363,549 |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | 48138M105 | — | 28,780 shares | $359,462 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 13,175 shares | $344,922 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 6,483 shares | $327,521 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 1,871 shares | $325,629 |
| AT&T INC | COM | 00206R102 | — | 12,958 shares | $321,877 |
| CANAAN INC | SPONSORED ADS | 134748102 | — | 463,223 shares | $319,624 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,002 shares | $314,428 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 1,713 shares | $303,835 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 3,669 shares | $295,831 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 341 shares | $294,058 |