| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 6 | Q2 2024 | 9.1% |
| WISDOMTREE TR | 6 | Q2 2024 | 6.8% |
| VANGUARD SPECIALIZED FUNDS | 6 | Q2 2024 | 6.7% |
| ISHARES TR | 6 | Q2 2024 | 5.9% |
| PIMCO ETF TR | 6 | Q2 2024 | 7.0% |
| VANGUARD INDEX FDS | 6 | Q2 2024 | 5.1% |
| VANGUARD SCOTTSDALE FDS | 6 | Q2 2024 | 4.7% |
| INVESCO EXCHANGE TRADED FD T | 6 | Q2 2024 | 3.1% |
| FIDELITY COVINGTON TRUST | 6 | Q2 2024 | 3.5% |
| FIDELITY COVINGTON TRUST | 6 | Q2 2024 | 3.0% |
View Yoder Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-15 |
View Yoder Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.