Filed: 5/5/2025ACC: 0001667731-25-000589
📋 What this filing means
YEOMANS CONSULTING GROUP, INC. filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $258.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$258.68M
Total AUM (reported)
3.79M
Total Shares
Allocation by class
TR UNIT$30.96M12.0%
ISHARES NEW$23.51M9.1%
UT SER 1$19.50M7.5%
S&P 500 GRWT ETF$18.98M7.3%
INTERMED TERM$18.33M7.1%
COM$15.98M6.2%
UNIT SER 1$12.95M5.0%
Portfolio Concentration
Top 3$73.97M28.6%
4–10$96.39M37.3%
11–25$64.72M25.0%
Rest$23.60M9.1%
Top 3 weight
28.6%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 3.79M
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
3.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
SPDR S&P 500 ETF TR
SOLEShares55.35K
TypeSH
Market value$30.96M
11.97%
Sole
0.00
Shared
0.00
None
55.35K
ISHARES GOLD TR
SOLEShares398.71K
TypeSH
Market value$23.51M
9.09%
Sole
0.00
Shared
0.00
None
398.71K
SPDR DOW JONES INDL AVERAGE
SOLEShares46.44K
TypeSH
Market value$19.50M
7.54%
Sole
0.00
Shared
0.00
None
46.44K
ISHARES TR
SOLEShares204.45K
TypeSH
Market value$18.98M
7.34%
Sole
0.00
Shared
0.00
None
204.45K
VANGUARD BD INDEX FDS
SOLEShares239.36K
TypeSH
Market value$18.33M
7.09%
Sole
0.00
Shared
0.00
None
239.36K
INVESCO QQQ TR
SOLEShares27.61K
TypeSH
Market value$12.95M
5.00%
Sole
0.00
Shared
0.00
None
27.61K
INVESCO EXCH TRADED FD TR II
SOLEShares623.33K
TypeSH
Market value$12.90M
4.99%
Sole
0.00
Shared
0.00
None
623.33K
VANGUARD INDEX FDS
SOLEShares30.03K
TypeSH
Market value$11.14M
4.30%
Sole
0.00
Shared
0.00
None
30.03K
VANGUARD INDEX FDS
SOLEShares64.19K
TypeSH
Market value$11.06M
4.27%
Sole
0.00
Shared
0.00
None
64.19K
PACER FDS TR
SOLEShares358.66K
TypeSH
Market value$11.04M
4.27%
Sole
0.00
Shared
0.00
None
358.66K
ISHARES U S ETF TR
SOLEShares395.14K
TypeSH
Market value$9.49M
3.67%
Sole
0.00
Shared
0.00
None
395.14K
DIMENSIONAL ETF TRUST
SOLEShares263.99K
TypeSH
Market value$7.43M
2.87%
Sole
0.00
Shared
0.00
None
263.99K
VANGUARD INTL EQUITY INDEX F
SOLEShares57.80K
TypeSH
Market value$6.70M
2.59%
Sole
0.00
Shared
0.00
None
57.80K
ISHARES TR
SOLEShares80.10K
TypeSH
Market value$6.24M
2.41%
Sole
0.00
Shared
0.00
None
80.10K
VANGUARD MUN BD FDS
SOLEShares102.44K
TypeSH
Market value$5.08M
1.96%
Sole
0.00
Shared
0.00
None
102.44K
DIMENSIONAL ETF TRUST
SOLEShares102.29K
TypeSH
Market value$4.22M
1.63%
Sole
0.00
Shared
0.00
None
102.29K
DIMENSIONAL ETF TRUST
SOLEShares137.72K
TypeSH
Market value$4.01M
1.55%
Sole
0.00
Shared
0.00
None
137.72K
ISHARES TR
SOLEShares37.24K
TypeSH
Market value$3.49M
1.35%
Sole
0.00
Shared
0.00
None
37.24K
VANGUARD SCOTTSDALE FDS
SOLEShares38.83K
TypeSH
Market value$3.17M
1.23%
Sole
0.00
Shared
0.00
None
38.83K
DIMENSIONAL ETF TRUST
SOLEShares106.18K
TypeSH
Market value$2.86M
1.11%
Sole
0.00
Shared
0.00
None
106.18K
COCA COLA CO
SOLEShares36.47K
TypeSH
Market value$2.61M
1.01%
Sole
0.00
Shared
0.00
None
36.47K
ISHARES TR
SOLEShares18.40K
TypeSH
Market value$2.47M
0.96%
Sole
0.00
Shared
0.00
None
18.40K
ISHARES TR
SOLEShares22.51K
TypeSH
Market value$2.38M
0.92%
Sole
0.00
Shared
0.00
None
22.51K
VANGUARD WHITEHALL FDS
SOLEShares35.68K
TypeSH
Market value$2.29M
0.89%
Sole
0.00
Shared
0.00
None
35.68K
VANGUARD INDEX FDS
SOLEShares8.26K
TypeSH
Market value$2.27M
0.88%
Sole
0.00
Shared
0.00
None
8.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 55.35K | SH | $30.96M 11.97% | 0.00 | 0.00 | 55.35K |
ISHARES GOLD TRSOLE | ISHARES NEW | 398.71K | SH | $23.51M 9.09% | 0.00 | 0.00 | 398.71K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 46.44K | SH | $19.50M 7.54% | 0.00 | 0.00 | 46.44K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 204.45K | SH | $18.98M 7.34% | 0.00 | 0.00 | 204.45K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 239.36K | SH | $18.33M 7.09% | 0.00 | 0.00 | 239.36K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 27.61K | SH | $12.95M 5.00% | 0.00 | 0.00 | 27.61K |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 623.33K | SH | $12.90M 4.99% | 0.00 | 0.00 | 623.33K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 30.03K | SH | $11.14M 4.30% | 0.00 | 0.00 | 30.03K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 64.19K | SH | $11.06M 4.27% | 0.00 | 0.00 | 64.19K |
PACER FDS TRSOLE | US LRG CP CASH | 358.66K | SH | $11.04M 4.27% | 0.00 | 0.00 | 358.66K |
ISHARES U S ETF TRSOLE | INT RT HD LONG | 395.14K | SH | $9.49M 3.67% | 0.00 | 0.00 | 395.14K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 263.99K | SH | $7.43M 2.87% | 0.00 | 0.00 | 263.99K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 57.80K | SH | $6.70M 2.59% | 0.00 | 0.00 | 57.80K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 80.10K | SH | $6.24M 2.41% | 0.00 | 0.00 | 80.10K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 102.44K | SH | $5.08M 1.96% | 0.00 | 0.00 | 102.44K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 102.29K | SH | $4.22M 1.63% | 0.00 | 0.00 | 102.29K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 137.72K | SH | $4.01M 1.55% | 0.00 | 0.00 | 137.72K |
ISHARES TRSOLE | MSCI USA MIN VOL | 37.24K | SH | $3.49M 1.35% | 0.00 | 0.00 | 37.24K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 38.83K | SH | $3.17M 1.23% | 0.00 | 0.00 | 38.83K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 106.18K | SH | $2.86M 1.11% | 0.00 | 0.00 | 106.18K |
COCA COLA COSOLE | COM | 36.47K | SH | $2.61M 1.01% | 0.00 | 0.00 | 36.47K |
ISHARES TRSOLE | SELECT DIVID ETF | 18.40K | SH | $2.47M 0.96% | 0.00 | 0.00 | 18.40K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 22.51K | SH | $2.38M 0.92% | 0.00 | 0.00 | 22.51K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 35.68K | SH | $2.29M 0.89% | 0.00 | 0.00 | 35.68K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.26K | SH | $2.27M 0.88% | 0.00 | 0.00 | 8.26K |
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