Yeomans Consulting Group
Marietta, GAfiles as Yeomans Consulting Group, Inc.
$341m in 113 US stocks at the end of 31 December 2025. The top 10 are 58.5% of the money. It changed about 40.0% of the portfolio this quarter.
Value
$341m
Stocks
113
Top 10 share
58.5%
Turnover
40.0%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Charlotte FDSBNDX5.8% of the fund
- Vanguard BD Index FDSBND5.6% of the fund
- SEI Exchange Traded FundsSEIM5.0% of the fund
- Ishares TREFV4.6% of the fund
- Ishares TRIWC3.1% of the fund
- SEI Exchange Traded FundsSEIQ1.2% of the fund
- Spdr Series TrustBIL1.2% of the fund
- SEI Exchange Traded FundsSEIV1.0% of the fund
- Ishares TRLQD0.7% of the fund
- Dimensional ETF TrustDFIP0.7% of the fund
- IsharesIEMG0.5% of the fund
- Ishares TRIYH0.4% of the fund
- Ishares TRIDU0.4% of the fund
- Micron TechnologyMU0.3% of the fund
- KLAKLAC0.2% of the fund
- Vanguard Tax-Managed FDSVEA0.2% of the fund
- Vanguard Malvern FDSVPLS0.2% of the fund
- Advanced Micro DevicesAMD0.1% of the fund
- CienaCIEN0.1% of the fund
- CoherentCOHR0.1% of the fund
- CaterpillarCAT0.1% of the fund
- AlbemarleALB0.1% of the fund
- TeradyneTER0.1% of the fund
- TE ConnectivityTEL0.1% of the fund
- First SolarFSLR0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ6.6% of the fund+25%
- Vanguard MUN BD FDSVTEB4.6% of the fund+186%
- Vanguard Malvern FDSVTIP2.2% of the fund+134%
- Vanguard Whitehall FDSVWOB2.1% of the fund+133%
- Ishares TRSUB1.5% of the fund+106%
- Dimensional ETF TrustDFUV1.5% of the fund+3%
- Vanguard Index FDSVTI1.2% of the fund+39%
- Ishares TRUSMV1.1% of the fund+2%
- AlphabetGOOGL0.5% of the fund+88%
- Home DepotHD0.5% of the fund+17%
- State STR Spdr S&P 500 ETF TSPY0.5% of the fund+3%
- Ishares TRIYZ0.4% of the fund+10%
- Ishares TRIYW0.4% of the fund+6%
- Spdr Series TrustHYMB0.4% of the fund+7%
- Vaneck ETF TrustHYD0.4% of the fund+7%
- Warner Bros. DiscoveryWBD0.3% of the fund+59%
- TeslaTSLA0.2% of the fund+72%
- Amazon.comAMZN0.2% of the fund+8%
- International Business MachinesIBM0.2% of the fund+2%
- Cisco SystemsCSCO0.2% of the fund+5%
- AST SpaceMobileASTS0.2% of the fund+17%
- Meta PlatformsMETA0.2% of the fund+16%
- Ishares TRSHYG0.2% of the fund+3%
- Berkshire HathawayBRK-B0.1% of the fund+5%
- MP MaterialsMP<0.1% of the fund+29%
Cut
Sold some of their stake.
- Ishares Gold TRIAU7.9% of the fund-9%
- Ishares TREEM4.6% of the fund-2%
- Dimensional ETF TrustDISV1.6% of the fund-56%
- Ishares U S ETF TRIGBH1.2% of the fund-55%
- MicrosoftMSFT0.5% of the fund-2%
- NvidiaNVDA0.3% of the fund-19%
- BroadcomAVGO0.3% of the fund-27%
- AppLovinAPP0.2% of the fund-11%
- Southern CompanySO0.2% of the fund-5%
- General ElectricGE0.2% of the fund-5%
- NewmontNEM0.1% of the fund-18%
- Lam ResearchLRCX0.1% of the fund-23%
- JPMorgan ChaseJPM0.1% of the fund-4%
- Lumentum HoldingsLITE0.1% of the fund-43%
- Palantir TechnologiesPLTR0.1% of the fund-9%
- Western DigitalWDC0.1% of the fund-34%
- CorningGLW0.1% of the fund-16%
- Goldman Sachs GroupGS0.1% of the fund-14%
- NetflixNFLX0.1% of the fund-33%
- Bank of New York MellonBNY0.1% of the fund-5%
- ExxonMobil HoldingsXOM0.1% of the fund-5%
- AmphenolAPH0.1% of the fund-6%
- Seagate Technology HoldingsSTX0.1% of the fund-22%
- Deutsche Bank AktiengesellschaftDB0.1% of the fund-4%
- Jumia Technologies AGJMIA0.1% of the fund-26%
Sold out
Sold their entire stake.
- Vanguard BD Index FDSBIV-100%
- Ishares TRMTUM-100%
- Pacer FDS TRCOWG-100%
- Dimensional ETF TrustDFIV-100%
- Invesco Exch Traded FD TR IIBKLN-100%
- Ishares TRFLOT-100%
- Ishares TRIYC-100%
- Ishares TRIYF-100%
- OracleORCL-100%
- Astera LabsALAB-100%
- TapestryTPR-100%
- QuantumScapeQS-100%
- eBayEBAY-100%
- Alnylam PharmaceuticalsALNY-100%
- Idexx LaboratoriesIDXX-100%
- Rocket LabRKLB-100%
- RobloxRBLX-100%
- GE VernovaGEV-100%
- Arista NetworksANET-100%
- DoorDashDASH-100%
- RedditRDDT-100%
- Futu HldgsFUTU-100%
- Tencent Music Entmt GroupTME-100%
- McDonald'sMCD-100%
Holdings
- Vanguard Index FDSVV
- Share
- 9.3%
- Value
- $32m
- Shares
- 101,070
Held
- Ishares Gold TRIAU
- Share
- 7.9%
- Value
- $27m
- Shares
- 331,438
-9%
- Invesco QQQ TRQQQ
- Share
- 6.6%
- Value
- $23m
- Shares
- 36,854
+25%
- Vanguard Charlotte FDSBNDX
- Share
- 5.8%
- Value
- $20m
- Shares
- 407,361
New
- Vanguard BD Index FDSBND
- Share
- 5.6%
- Value
- $19m
- Shares
- 259,795
New
- SEI Exchange Traded FundsSEIM
- Share
- 5.0%
- Value
- $17m
- Shares
- 367,435
New
- Ishares TREFV
- Share
- 4.6%
- Value
- $16m
- Shares
- 220,550
New
- Vanguard MUN BD FDSVTEB
- Share
- 4.6%
- Value
- $16m
- Shares
- 310,975
+186%
- Ishares TREEM
- Share
- 4.6%
- Value
- $16m
- Shares
- 285,278
-2%
- Ishares TREFA
- Share
- 4.5%
- Value
- $15m
- Shares
- 160,433
Held
- Ishares TRIWC
- Share
- 3.1%
- Value
- $11m
- Shares
- 66,718
New
- Vanguard Malvern FDSVTIP
- Share
- 2.2%
- Value
- $7m
- Shares
- 151,299
+134%
- Vanguard Whitehall FDSVWOB
- Share
- 2.1%
- Value
- $7m
- Shares
- 107,410
+133%
- Ishares TREFAV
- Share
- 2.1%
- Value
- $7m
- Shares
- 82,525
Held
- Dimensional ETF TrustDISV
- Share
- 1.6%
- Value
- $5m
- Shares
- 140,272
-56%
- Ishares TRSUB
- Share
- 1.5%
- Value
- $5m
- Shares
- 49,074
+106%
- Dimensional ETF TrustDFUV
- Share
- 1.5%
- Value
- $5m
- Shares
- 112,065
+3%
- SEI Exchange Traded FundsSEIQ
- Share
- 1.2%
- Value
- $4m
- Shares
- 109,229
New
- Ishares U S ETF TRIGBH
- Share
- 1.2%
- Value
- $4m
- Shares
- 168,508
-55%
- Spdr Series TrustBIL
- Share
- 1.2%
- Value
- $4m
- Shares
- 44,547
New
- Vanguard Index FDSVTI
- Share
- 1.2%
- Value
- $4m
- Shares
- 11,768
+39%
- Ishares TRUSMV
- Share
- 1.1%
- Value
- $4m
- Shares
- 39,679
+2%
- Dimensional ETF TrustDIHP
- Share
- 1.1%
- Value
- $4m
- Shares
- 115,905
Held
- SEI Exchange Traded FundsSEIV
- Share
- 1.0%
- Value
- $4m
- Shares
- 85,421
New
- Vanguard Scottsdale FDSVCIT
- Share
- 0.7%
- Value
- $3m
- Shares
- 30,461
Held
- Ishares TRLQD
- Share
- 0.7%
- Value
- $3m
- Shares
- 22,722
New
- Dimensional ETF TrustDFIP
- Share
- 0.7%
- Value
- $2m
- Shares
- 59,722
New
- Ishares TRDVY
- Share
- 0.6%
- Value
- $2m
- Shares
- 15,231
Held
- Dimensional ETF TrustDEHP
- Share
- 0.6%
- Value
- $2m
- Shares
- 58,722
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $2m
- Shares
- 2,414
+3%
- IsharesIEMG
- Share
- 0.5%
- Value
- $2m
- Shares
- 24,418
New
- Ishares TRIYZ
- Share
- 0.4%
- Value
- $1m
- Shares
- 39,670
+10%
- Ishares TRIYW
- Share
- 0.4%
- Value
- $1m
- Shares
- 6,529
+6%
- Ishares TRIYH
- Share
- 0.4%
- Value
- $1m
- Shares
- 19,961
New
- Spdr Series TrustHYMB
- Share
- 0.4%
- Value
- $1m
- Shares
- 51,317
+7%
- Ishares TRIDU
- Share
- 0.4%
- Value
- $1m
- Shares
- 11,586
New
- Vaneck ETF TrustHYD
- Share
- 0.4%
- Value
- $1m
- Shares
- 24,432
+7%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $655,248
- Shares
- 10,489
New
- Vanguard Malvern FDSVPLS
- Share
- 0.2%
- Value
- $638,668
- Shares
- 8,176
New
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $584,806
- Shares
- 4,062
Held
- Ishares TRSHYG
- Share
- 0.2%
- Value
- $515,255
- Shares
- 12,019
+3%
- Belite BIOBLTE
- Share
- 0.1%
- Value
- $383,744
- Shares
- 2,399
New
- Jumia Technologies AGJMIA
- Share
- 0.1%
- Value
- $359,462
- Shares
- 28,780
-26%
- CanaanCAN
- Share
- <0.1%
- Value
- $319,624
- Shares
- 463,223
New
- Vanguard Index FDSVOE
- Share
- <0.1%
- Value
- $303,835
- Shares
- 1,713
New
- Ishares TRHYG
- Share
- <0.1%
- Value
- $295,831
- Shares
- 3,669
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVV | 9.3% | $32m | 101,070 | Held |
| Ishares Gold TRIAU | 7.9% | $27m | 331,438 | -9% |
| Invesco QQQ TRQQQ | 6.6% | $23m | 36,854 | +25% |
| Vanguard Charlotte FDSBNDX | 5.8% | $20m | 407,361 | New |
| Vanguard BD Index FDSBND | 5.6% | $19m | 259,795 | New |
| SEI Exchange Traded FundsSEIM | 5.0% | $17m | 367,435 | New |
| Ishares TREFV | 4.6% | $16m | 220,550 | New |
| Vanguard MUN BD FDSVTEB | 4.6% | $16m | 310,975 | +186% |
| Ishares TREEM | 4.6% | $16m | 285,278 | -2% |
| Ishares TREFA | 4.5% | $15m | 160,433 | Held |
| Ishares TRIWC | 3.1% | $11m | 66,718 | New |
| Vanguard Malvern FDSVTIP | 2.2% | $7m | 151,299 | +134% |
| Vanguard Whitehall FDSVWOB | 2.1% | $7m | 107,410 | +133% |
| Ishares TREFAV | 2.1% | $7m | 82,525 | Held |
| Dimensional ETF TrustDISV | 1.6% | $5m | 140,272 | -56% |
| Ishares TRSUB | 1.5% | $5m | 49,074 | +106% |
| Dimensional ETF TrustDFUV | 1.5% | $5m | 112,065 | +3% |
| Coca-ColaKO | 1.4% | $5m | 68,942 | Held |
| SEI Exchange Traded FundsSEIQ | 1.2% | $4m | 109,229 | New |
| Ishares U S ETF TRIGBH | 1.2% | $4m | 168,508 | -55% |
| Spdr Series TrustBIL | 1.2% | $4m | 44,547 | New |
| Vanguard Index FDSVTI | 1.2% | $4m | 11,768 | +39% |
| Ishares TRUSMV | 1.1% | $4m | 39,679 | +2% |
| Dimensional ETF TrustDIHP | 1.1% | $4m | 115,905 | Held |
| SEI Exchange Traded FundsSEIV | 1.0% | $4m | 85,421 | New |
| Vanguard Scottsdale FDSVCIT | 0.7% | $3m | 30,461 | Held |
| Ishares TRLQD | 0.7% | $3m | 22,722 | New |
| Dimensional ETF TrustDFIP | 0.7% | $2m | 59,722 | New |
| AppleAAPL | 0.7% | $2m | 8,292 | Held |
| Ishares TRDVY | 0.6% | $2m | 15,231 | Held |
| Dimensional ETF TrustDEHP | 0.6% | $2m | 58,722 | Held |
| MicrosoftMSFT | 0.5% | $2m | 3,615 | -2% |
| AlphabetGOOGL | 0.5% | $2m | 5,548 | +88% |
| Home DepotHD | 0.5% | $2m | 4,901 | +17% |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $2m | 2,414 | +3% |
| IsharesIEMG | 0.5% | $2m | 24,418 | New |
| Ishares TRIYZ | 0.4% | $1m | 39,670 | +10% |
| Ishares TRIYW | 0.4% | $1m | 6,529 | +6% |
| Ishares TRIYH | 0.4% | $1m | 19,961 | New |
| Spdr Series TrustHYMB | 0.4% | $1m | 51,317 | +7% |
| Ishares TRIDU | 0.4% | $1m | 11,586 | New |
| Vaneck ETF TrustHYD | 0.4% | $1m | 24,432 | +7% |
| NvidiaNVDA | 0.3% | $1m | 5,784 | -19% |
| BroadcomAVGO | 0.3% | $913,704 | 2,640 | -27% |
| Warner Bros. DiscoveryWBD | 0.3% | $869,182 | 30,159 | +59% |
| Micron TechnologyMU | 0.3% | $866,219 | 3,035 | New |
| AppLovinAPP | 0.2% | $842,275 | 1,250 | -11% |
| TeslaTSLA | 0.2% | $835,130 | 1,857 | +72% |
| KLAKLAC | 0.2% | $820,179 | 675 | New |
| Amazon.comAMZN | 0.2% | $772,555 | 3,347 | +8% |
| Vanguard Tax-Managed FDSVEA | 0.2% | $655,248 | 10,489 | New |
| Vanguard Malvern FDSVPLS | 0.2% | $638,668 | 8,176 | New |
| Southern CompanySO | 0.2% | $633,508 | 7,265 | -5% |
| International Business MachinesIBM | 0.2% | $610,489 | 2,061 | +2% |
| General ElectricGE | 0.2% | $598,194 | 1,942 | -5% |
| Select Sector Spdr TRXLK | 0.2% | $584,806 | 4,062 | Held |
| Cisco SystemsCSCO | 0.2% | $536,976 | 6,971 | +5% |
| AST SpaceMobileASTS | 0.2% | $526,132 | 7,244 | +17% |
| Meta PlatformsMETA | 0.2% | $521,471 | 790 | +16% |
| Ishares TRSHYG | 0.2% | $515,255 | 12,019 | +3% |
| Advanced Micro DevicesAMD | 0.1% | $499,849 | 2,334 | New |
| NewmontNEM | 0.1% | $459,010 | 4,597 | -18% |
| CienaCIEN | 0.1% | $454,409 | 1,943 | New |
| CoherentCOHR | 0.1% | $440,753 | 2,388 | New |
| Lam ResearchLRCX | 0.1% | $437,536 | 2,556 | -23% |
| CaterpillarCAT | 0.1% | $433,663 | 757 | New |
| JPMorgan ChaseJPM | 0.1% | $433,386 | 1,345 | -4% |
| AlbemarleALB | 0.1% | $431,675 | 3,052 | New |
| Lumentum HoldingsLITE | 0.1% | $428,670 | 1,163 | -43% |
| TeradyneTER | 0.1% | $427,961 | 2,211 | New |
| Palantir TechnologiesPLTR | 0.1% | $427,311 | 2,404 | -9% |
| Western DigitalWDC | 0.1% | $418,616 | 2,430 | -34% |
| CorningGLW | 0.1% | $417,311 | 4,766 | -16% |
| TE ConnectivityTEL | 0.1% | $400,190 | 1,759 | New |
| Goldman Sachs GroupGS | 0.1% | $399,066 | 454 | -14% |
| NetflixNFLX | 0.1% | $398,011 | 4,245 | -33% |
| Robinhood MarketsHOOD | 0.1% | $394,945 | 3,492 | Held |
| First SolarFSLR | 0.1% | $391,584 | 1,499 | New |
| Bank of New York MellonBNY | 0.1% | $390,295 | 3,362 | -5% |
| ExxonMobil HoldingsXOM | 0.1% | $389,300 | 3,235 | -5% |
| AmphenolAPH | 0.1% | $384,608 | 2,846 | -6% |
| Belite BIOBLTE | 0.1% | $383,744 | 2,399 | New |
| IntelINTC | 0.1% | $381,620 | 10,342 | New |
| Berkshire HathawayBRK-B | 0.1% | $379,501 | 755 | +5% |
| Seagate Technology HoldingsSTX | 0.1% | $378,386 | 1,374 | -22% |
| Deutsche Bank AktiengesellschaftDB | 0.1% | $376,307 | 9,759 | -4% |
| Monolithic Power SystemsMPWR | 0.1% | $372,514 | 411 | New |
| Vertiv HoldingsVRT | 0.1% | $370,193 | 2,285 | New |
| Chemical & Mining CO of ChileSQM | 0.1% | $370,144 | 5,380 | New |
| AngloGold AshantiAU | 0.1% | $363,549 | 4,263 | New |
| Jumia Technologies AGJMIA | 0.1% | $359,462 | 28,780 | -26% |
| SoFi TechnologiesSOFI | 0.1% | $344,922 | 13,175 | -26% |
| MP MaterialsMP | <0.1% | $327,521 | 6,483 | +29% |
| InsmedINSM | <0.1% | $325,629 | 1,871 | New |
| AT&TT | <0.1% | $321,877 | 12,958 | +8% |
| CanaanCAN | <0.1% | $319,624 | 463,223 | New |
| AlphabetGOOG | <0.1% | $314,428 | 1,002 | New |
| Vanguard Index FDSVOE | <0.1% | $303,835 | 1,713 | New |
| Ishares TRHYG | <0.1% | $295,831 | 3,669 | Held |
| Costco WholesaleCOST | <0.1% | $294,058 | 341 | Held |
Showing the largest 100 of 113.
Over time and by industry
Value over time
Jun '25
Dec '25
Value is up 41.0% since 30 June 2025.
Where the money is
Technology4.4%
Media & telecom1.6%
Everyday goods1.6%
Retail & consumer1.1%
Financial services1.0%
Industrials0.6%
Materials0.6%
Energy0.2%
Utilities0.2%
Health care0.2%
Other88.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.