Filed: 1/17/2025ACC: 0001667731-25-000059
📋 What this filing means
YEOMANS CONSULTING GROUP, INC. filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $267.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$267.01M
Total AUM (reported)
6.72M
Total Shares
Allocation by class
COM$24.44M9.2%
ISHARES NEW$21.06M7.9%
GROWTH ETF$20.68M7.7%
MSCI USA MMENTM$18.01M6.7%
UNIT SER 1$17.94M6.7%
INTERMED TERM$17.69M6.6%
SH BEN INT NEW$16.62M6.2%
Portfolio Concentration
Top 3$59.74M22.4%
4–10$109.21M40.9%
11–25$59.08M22.1%
Rest$38.99M14.6%
Top 3 weight
22.4%
Top 10 weight
63.3%
Voting Authority Distribution
Total shares with voting rights: 6.72M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings97
Rows:
ISHARES GOLD TR
SOLEShares425.36K
TypeSH
Market value$21.06M
7.89%
Sole
0.00
Shared
0.00
None
425.36K
VANGUARD INDEX FDS
SOLEShares50.38K
TypeSH
Market value$20.68M
7.74%
Sole
0.00
Shared
0.00
None
50.38K
ISHARES TR
SOLEShares87.02K
TypeSH
Market value$18.01M
6.74%
Sole
0.00
Shared
0.00
None
87.02K
INVESCO QQQ TR
SOLEShares35.10K
TypeSH
Market value$17.94M
6.72%
Sole
0.00
Shared
0.00
None
35.10K
VANGUARD BD INDEX FDS
SOLEShares236.74K
TypeSH
Market value$17.69M
6.63%
Sole
0.00
Shared
0.00
None
236.74K
BRANDYWINE RLTY TR
SOLEShares2.97M
TypeSH
Market value$16.62M
6.22%
Sole
0.00
Shared
0.00
None
2.97M
VANGUARD INDEX FDS
SOLEShares78.63K
TypeSH
Market value$14.94M
5.59%
Sole
0.00
Shared
0.00
None
78.63K
ISHARES TR
SOLEShares82.48K
TypeSH
Market value$14.69M
5.50%
Sole
0.00
Shared
0.00
None
82.48K
SPDR SER TR
SOLEShares284.44K
TypeSH
Market value$14.55M
5.45%
Sole
0.00
Shared
0.00
None
284.44K
INVESCO EXCH TRADED FD TR II
SOLEShares606.64K
TypeSH
Market value$12.78M
4.79%
Sole
0.00
Shared
0.00
None
606.64K
ISHARES U S ETF TR
SOLEShares389.99K
TypeSH
Market value$9.48M
3.55%
Sole
0.00
Shared
0.00
None
389.99K
DIMENSIONAL ETF TRUST
SOLEShares246.95K
TypeSH
Market value$7.60M
2.85%
Sole
0.00
Shared
0.00
None
246.95K
ISHARES TR
SOLEShares76.59K
TypeSH
Market value$5.42M
2.03%
Sole
0.00
Shared
0.00
None
76.59K
VANGUARD MUN BD FDS
SOLEShares95.82K
TypeSH
Market value$4.80M
1.80%
Sole
0.00
Shared
0.00
None
95.82K
DIMENSIONAL ETF TRUST
SOLEShares99.17K
TypeSH
Market value$4.06M
1.52%
Sole
0.00
Shared
0.00
None
99.17K
VANGUARD INDEX FDS
SOLEShares13.72K
TypeSH
Market value$3.98M
1.49%
Sole
0.00
Shared
0.00
None
13.72K
DIMENSIONAL ETF TRUST
SOLEShares132.90K
TypeSH
Market value$3.53M
1.32%
Sole
0.00
Shared
0.00
None
132.90K
ISHARES TR
SOLEShares35.03K
TypeSH
Market value$3.11M
1.16%
Sole
0.00
Shared
0.00
None
35.03K
VANGUARD SCOTTSDALE FDS
SOLEShares37.77K
TypeSH
Market value$3.03M
1.14%
Sole
0.00
Shared
0.00
None
37.77K
DIMENSIONAL ETF TRUST
SOLEShares97.86K
TypeSH
Market value$2.47M
0.92%
Sole
0.00
Shared
0.00
None
97.86K
COCA COLA CO
SOLEShares38.55K
TypeSH
Market value$2.40M
0.90%
Sole
0.00
Shared
0.00
None
38.55K
ISHARES TR
SOLEShares18.09K
TypeSH
Market value$2.38M
0.89%
Sole
0.00
Shared
0.00
None
18.09K
VANGUARD WHITEHALL FDS
SOLEShares36.46K
TypeSH
Market value$2.30M
0.86%
Sole
0.00
Shared
0.00
None
36.46K
APPLE INC
SOLEShares9.03K
TypeSH
Market value$2.26M
0.85%
Sole
0.00
Shared
0.00
None
9.03K
ISHARES TR
SOLEShares21.40K
TypeSH
Market value$2.26M
0.85%
Sole
0.00
Shared
0.00
None
21.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TRSOLE | ISHARES NEW | 425.36K | SH | $21.06M 7.89% | 0.00 | 0.00 | 425.36K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 50.38K | SH | $20.68M 7.74% | 0.00 | 0.00 | 50.38K |
ISHARES TRSOLE | MSCI USA MMENTM | 87.02K | SH | $18.01M 6.74% | 0.00 | 0.00 | 87.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 35.10K | SH | $17.94M 6.72% | 0.00 | 0.00 | 35.10K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 236.74K | SH | $17.69M 6.63% | 0.00 | 0.00 | 236.74K |
BRANDYWINE RLTY TRSOLE | SH BEN INT NEW | 2.97M | SH | $16.62M 6.22% | 0.00 | 0.00 | 2.97M |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 78.63K | SH | $14.94M 5.59% | 0.00 | 0.00 | 78.63K |
ISHARES TRSOLE | MSCI USA QLT FCT | 82.48K | SH | $14.69M 5.50% | 0.00 | 0.00 | 82.48K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 284.44K | SH | $14.55M 5.45% | 0.00 | 0.00 | 284.44K |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 606.64K | SH | $12.78M 4.79% | 0.00 | 0.00 | 606.64K |
ISHARES U S ETF TRSOLE | INT RT HD LONG | 389.99K | SH | $9.48M 3.55% | 0.00 | 0.00 | 389.99K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 246.95K | SH | $7.60M 2.85% | 0.00 | 0.00 | 246.95K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 76.59K | SH | $5.42M 2.03% | 0.00 | 0.00 | 76.59K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 95.82K | SH | $4.80M 1.80% | 0.00 | 0.00 | 95.82K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 99.17K | SH | $4.06M 1.52% | 0.00 | 0.00 | 99.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.72K | SH | $3.98M 1.49% | 0.00 | 0.00 | 13.72K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 132.90K | SH | $3.53M 1.32% | 0.00 | 0.00 | 132.90K |
ISHARES TRSOLE | MSCI USA MIN VOL | 35.03K | SH | $3.11M 1.16% | 0.00 | 0.00 | 35.03K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 37.77K | SH | $3.03M 1.14% | 0.00 | 0.00 | 37.77K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 97.86K | SH | $2.47M 0.92% | 0.00 | 0.00 | 97.86K |
COCA COLA COSOLE | COM | 38.55K | SH | $2.40M 0.90% | 0.00 | 0.00 | 38.55K |
ISHARES TRSOLE | SELECT DIVID ETF | 18.09K | SH | $2.38M 0.89% | 0.00 | 0.00 | 18.09K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 36.46K | SH | $2.30M 0.86% | 0.00 | 0.00 | 36.46K |
APPLE INCSOLE | COM | 9.03K | SH | $2.26M 0.85% | 0.00 | 0.00 | 9.03K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 21.40K | SH | $2.26M 0.85% | 0.00 | 0.00 | 21.40K |
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