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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) |
|---|---|---|---|---|---|
| LOWES COS INC | COM | 548661107 | — | 1,159 shares | $279,504 |
| CHEVRON CORP NEW | COM | 166764100 | — | 1,808 shares | $275,557 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | — | 925 shares | $258,205 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | — | 2,522 shares | $250,157 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 400 shares | $228,352 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 4,555 shares | $224,152 |
| 3M CO | COM | 88579Y101 | — | 1,382 shares | $221,258 |
| VISA INC | COM CL A | 92826C839 | — | 620 shares | $217,440 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 442 shares | $215,634 |
| YUM BRANDS INC | COM | 988498101 | — | 1,421 shares | $214,969 |
| ELI LILLY & CO | COM | 532457108 | — | 198 shares | $212,787 |
| WALMART INC | COM | 931142103 | — | 1,908 shares | $212,570 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 234 shares | $205,677 |