YEOMANS CONSULTING GROUP, INC.

Filed: 7/21/2025ACC: 0001667731-25-000898

📋 What this filing means

YEOMANS CONSULTING GROUP, INC. filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $242.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

100

Positions

$242.02M

Total AUM (reported)

3.33M

Total Shares

Allocation by class

ISHARES NEW$23.40M9.7%

COM$21.41M8.8%

TR UNIT$18.96M7.8%

INTERMED TERM$13.34M5.5%

UT SER 1$12.82M5.3%

US LRG CP CASH$12.08M5.0%

U.S. REAL ES ETF$11.70M4.8%

Portfolio Concentration

Top 3$55.71M23.0%

4–10$75.61M31.2%

11–25$68.60M28.3%

Rest$42.10M17.4%

Top 3 weight

23.0%

Top 10 weight

54.3%

Voting Authority Distribution

Total shares with voting rights: 3.33M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.33M

% of voting shares100.0%

Investment Discretion (by position count)

Sole100

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings100

Rows:

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares371.97K

TypeSH

Market value$23.40M

9.67%

Sole

0.00

Shared

0.00

None

371.97K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares30.70K

TypeSH

Market value$18.96M

7.83%

Sole

0.00

Shared

0.00

None

30.70K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares173.25K

TypeSH

Market value$13.34M

5.51%

Sole

0.00

Shared

0.00

None

173.25K

SPDR DOW JONES INDL AVERAGE

SOLE

UT SER 1

Shares28.81K

TypeSH

Market value$12.82M

5.30%

Sole

0.00

Shared

0.00

None

28.81K

PACER FDS TR

SOLE

US LRG CP CASH

Shares345.85K

TypeSH

Market value$12.08M

4.99%

Sole

0.00

Shared

0.00

None

345.85K

ISHARES TR

SOLE

U.S. REAL ES ETF

Shares122.62K

TypeSH

Market value$11.70M

4.84%

Sole

0.00

Shared

0.00

None

122.62K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares19.57K

TypeSH

Market value$10.70M

4.42%

Sole

0.00

Shared

0.00

None

19.57K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares119.13K

TypeSH

Market value$10.63M

4.39%

Sole

0.00

Shared

0.00

None

119.13K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares151.70K

TypeSH

Market value$9.65M

3.99%

Sole

0.00

Shared

0.00

None

151.70K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares28.15K

TypeSH

Market value$8.02M

3.32%

Sole

0.00

Shared

0.00

None

28.15K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares33.40K

TypeSH

Market value$7.91M

3.27%

Sole

0.00

Shared

0.00

None

33.40K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares136.39K

TypeSH

Market value$6.93M

2.86%

Sole

0.00

Shared

0.00

None

136.39K

ISHARES TR

SOLE

MSCI EAFE MIN VL

Shares81.47K

TypeSH

Market value$6.87M

2.84%

Sole

0.00

Shared

0.00

None

81.47K

INVESCO EXCH TRADED FD TR II

SOLE

SR LN ETF

Shares321.23K

TypeSH

Market value$6.72M

2.78%

Sole

0.00

Shared

0.00

None

321.23K

ISHARES U S ETF TR

SOLE

INT RT HD LONG

Shares266.25K

TypeSH

Market value$6.44M

2.66%

Sole

0.00

Shared

0.00

None

266.25K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares105.80K

TypeSH

Market value$5.18M

2.14%

Sole

0.00

Shared

0.00

None

105.80K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP V

Shares141.61K

TypeSH

Market value$4.66M

1.92%

Sole

0.00

Shared

0.00

None

141.61K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares106.27K

TypeSH

Market value$4.55M

1.88%

Sole

0.00

Shared

0.00

None

106.27K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares38.25K

TypeSH

Market value$3.61M

1.49%

Sole

0.00

Shared

0.00

None

38.25K

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares110.95K

TypeSH

Market value$3.27M

1.35%

Sole

0.00

Shared

0.00

None

110.95K

COCA COLA CO

SOLE

COM

Shares36.54K

TypeSH

Market value$2.62M

1.08%

Sole

0.00

Shared

0.00

None

36.54K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares8.36K

TypeSH

Market value$2.54M

1.05%

Sole

0.00

Shared

0.00

None

8.36K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares30.29K

TypeSH

Market value$2.50M

1.03%

Sole

0.00

Shared

0.00

None

30.29K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares23.40K

TypeSH

Market value$2.48M

1.03%

Sole

0.00

Shared

0.00

None

23.40K

VANGUARD WHITEHALL FDS

SOLE

EM MK GOV BD ETF

Shares35.55K

TypeSH

Market value$2.32M

0.96%

Sole

0.00

Shared

0.00

None

35.55K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES GOLD TRSOLE	ISHARES NEW	371.97K	SH	$23.40M 9.67%	371.97K
SPDR S&P 500 ETF TRSOLE	TR UNIT	30.70K	SH	$18.96M 7.83%	30.70K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	173.25K	SH	$13.34M 5.51%	173.25K
SPDR DOW JONES INDL AVERAGESOLE	UT SER 1	28.81K	SH	$12.82M 5.30%	28.81K
PACER FDS TRSOLE	US LRG CP CASH	345.85K	SH	$12.08M 4.99%	345.85K
ISHARES TRSOLE	U.S. REAL ES ETF	122.62K	SH	$11.70M 4.84%	122.62K
INVESCO QQQ TRSOLE	UNIT SER 1	19.57K	SH	$10.70M 4.42%	19.57K
ISHARES TRSOLE	MSCI EAFE ETF	119.13K	SH	$10.63M 4.39%	119.13K
ISHARES TRSOLE	EAFE VALUE ETF	151.70K	SH	$9.65M 3.99%	151.70K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	28.15K	SH	$8.02M 3.32%	28.15K
ISHARES TRSOLE	MSCI USA MMENTM	33.40K	SH	$7.91M 3.27%	33.40K
ISHARES TRSOLE	FLTG RATE NT ETF	136.39K	SH	$6.93M 2.86%	136.39K
ISHARES TRSOLE	MSCI EAFE MIN VL	81.47K	SH	$6.87M 2.84%	81.47K
INVESCO EXCH TRADED FD TR IISOLE	SR LN ETF	321.23K	SH	$6.72M 2.78%	321.23K
ISHARES U S ETF TRSOLE	INT RT HD LONG	266.25K	SH	$6.44M 2.66%	266.25K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	105.80K	SH	$5.18M 2.14%	105.80K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP V	141.61K	SH	$4.66M 1.92%	141.61K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	106.27K	SH	$4.55M 1.88%	106.27K
ISHARES TRSOLE	MSCI USA MIN VOL	38.25K	SH	$3.61M 1.49%	38.25K
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	110.95K	SH	$3.27M 1.35%	110.95K
COCA COLA COSOLE	COM	36.54K	SH	$2.62M 1.08%	36.54K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	8.36K	SH	$2.54M 1.05%	8.36K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	30.29K	SH	$2.50M 1.03%	30.29K
ISHARES TRSOLE	SHRT NAT MUN ETF	23.40K	SH	$2.48M 1.03%	23.40K
VANGUARD WHITEHALL FDSSOLE	EM MK GOV BD ETF	35.55K	SH	$2.32M 0.96%	35.55K

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