Filed: 10/16/2025ACC: 0002085853-25-000103
📋 What this filing means
YEOMANS CONSULTING GROUP, INC. filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $289.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$289.75M
Total AUM (reported)
4.26M
Total Shares
Allocation by class
LARGE CAP ETF$31.35M10.8%
COM$26.56M9.2%
ISHARES NEW$26.54M9.2%
INTERMED TERM$19.02M6.6%
UNIT SER 1$17.83M6.2%
MSCI EMG MKT ETF$15.71M5.4%
MSCI USA MMENTM$15.31M5.3%
Portfolio Concentration
Top 3$76.91M26.5%
4–10$99.00M34.2%
11–25$69.01M23.8%
Rest$44.84M15.5%
Top 3 weight
26.5%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 4.26M
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
4.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings99
Rows:
VANGUARD INDEX FDS
SOLEShares101.44K
TypeSH
Market value$31.35M
10.82%
Sole
0.00
Shared
0.00
None
101.44K
ISHARES GOLD TR
SOLEShares364.16K
TypeSH
Market value$26.54M
9.16%
Sole
0.00
Shared
0.00
None
364.16K
VANGUARD BD INDEX FDS
SOLEShares243.56K
TypeSH
Market value$19.02M
6.56%
Sole
0.00
Shared
0.00
None
243.56K
INVESCO QQQ TR
SOLEShares29.56K
TypeSH
Market value$17.83M
6.15%
Sole
0.00
Shared
0.00
None
29.56K
ISHARES TR
SOLEShares291.96K
TypeSH
Market value$15.71M
5.42%
Sole
0.00
Shared
0.00
None
291.96K
ISHARES TR
SOLEShares59.84K
TypeSH
Market value$15.31M
5.28%
Sole
0.00
Shared
0.00
None
59.84K
ISHARES TR
SOLEShares159.37K
TypeSH
Market value$15.00M
5.18%
Sole
0.00
Shared
0.00
None
159.37K
PACER FDS TR
SOLEShares399.40K
TypeSH
Market value$14.56M
5.03%
Sole
0.00
Shared
0.00
None
399.40K
DIMENSIONAL ETF TRUST
SOLEShares319.09K
TypeSH
Market value$11.42M
3.94%
Sole
0.00
Shared
0.00
None
319.09K
ISHARES U S ETF TR
SOLEShares371.56K
TypeSH
Market value$9.15M
3.16%
Sole
0.00
Shared
0.00
None
371.56K
DIMENSIONAL ETF TRUST
SOLEShares193.75K
TypeSH
Market value$8.97M
3.09%
Sole
0.00
Shared
0.00
None
193.75K
INVESCO EXCH TRADED FD TR II
SOLEShares361.45K
TypeSH
Market value$7.56M
2.61%
Sole
0.00
Shared
0.00
None
361.45K
ISHARES TR
SOLEShares140.38K
TypeSH
Market value$7.15M
2.47%
Sole
0.00
Shared
0.00
None
140.38K
ISHARES TR
SOLEShares81.15K
TypeSH
Market value$6.92M
2.39%
Sole
0.00
Shared
0.00
None
81.15K
VANGUARD MUN BD FDS
SOLEShares108.86K
TypeSH
Market value$5.44M
1.88%
Sole
0.00
Shared
0.00
None
108.86K
DIMENSIONAL ETF TRUST
SOLEShares109.16K
TypeSH
Market value$4.88M
1.69%
Sole
0.00
Shared
0.00
None
109.16K
COCA COLA CO
SOLEShares69.02K
TypeSH
Market value$4.61M
1.59%
Sole
0.00
Shared
0.00
None
69.02K
ISHARES TR
SOLEShares38.88K
TypeSH
Market value$3.69M
1.27%
Sole
0.00
Shared
0.00
None
38.88K
DIMENSIONAL ETF TRUST
SOLEShares113.94K
TypeSH
Market value$3.50M
1.21%
Sole
0.00
Shared
0.00
None
113.94K
VANGUARD MALVERN FDS
SOLEShares64.71K
TypeSH
Market value$3.24M
1.12%
Sole
0.00
Shared
0.00
None
64.71K
VANGUARD WHITEHALL FDS
SOLEShares46.01K
TypeSH
Market value$3.07M
1.06%
Sole
0.00
Shared
0.00
None
46.01K
VANGUARD INDEX FDS
SOLEShares8.47K
TypeSH
Market value$2.79M
0.96%
Sole
0.00
Shared
0.00
None
8.47K
ISHARES TR
SOLEShares23.79K
TypeSH
Market value$2.54M
0.88%
Sole
0.00
Shared
0.00
None
23.79K
VANGUARD SCOTTSDALE FDS
SOLEShares30.05K
TypeSH
Market value$2.53M
0.87%
Sole
0.00
Shared
0.00
None
30.05K
APPLE INC
SOLEShares8.35K
TypeSH
Market value$2.13M
0.74%
Sole
0.00
Shared
0.00
None
8.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 101.44K | SH | $31.35M 10.82% | 0.00 | 0.00 | 101.44K |
ISHARES GOLD TRSOLE | ISHARES NEW | 364.16K | SH | $26.54M 9.16% | 0.00 | 0.00 | 364.16K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 243.56K | SH | $19.02M 6.56% | 0.00 | 0.00 | 243.56K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 29.56K | SH | $17.83M 6.15% | 0.00 | 0.00 | 29.56K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 291.96K | SH | $15.71M 5.42% | 0.00 | 0.00 | 291.96K |
ISHARES TRSOLE | MSCI USA MMENTM | 59.84K | SH | $15.31M 5.28% | 0.00 | 0.00 | 59.84K |
ISHARES TRSOLE | MSCI EAFE ETF | 159.37K | SH | $15.00M 5.18% | 0.00 | 0.00 | 159.37K |
PACER FDS TRSOLE | US LRG CP CASH | 399.40K | SH | $14.56M 5.03% | 0.00 | 0.00 | 399.40K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 319.09K | SH | $11.42M 3.94% | 0.00 | 0.00 | 319.09K |
ISHARES U S ETF TRSOLE | INT RT HD LONG | 371.56K | SH | $9.15M 3.16% | 0.00 | 0.00 | 371.56K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 193.75K | SH | $8.97M 3.09% | 0.00 | 0.00 | 193.75K |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 361.45K | SH | $7.56M 2.61% | 0.00 | 0.00 | 361.45K |
ISHARES TRSOLE | FLTG RATE NT ETF | 140.38K | SH | $7.15M 2.47% | 0.00 | 0.00 | 140.38K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 81.15K | SH | $6.92M 2.39% | 0.00 | 0.00 | 81.15K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 108.86K | SH | $5.44M 1.88% | 0.00 | 0.00 | 108.86K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 109.16K | SH | $4.88M 1.69% | 0.00 | 0.00 | 109.16K |
COCA COLA COSOLE | COM | 69.02K | SH | $4.61M 1.59% | 0.00 | 0.00 | 69.02K |
ISHARES TRSOLE | MSCI USA MIN VOL | 38.88K | SH | $3.69M 1.27% | 0.00 | 0.00 | 38.88K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 113.94K | SH | $3.50M 1.21% | 0.00 | 0.00 | 113.94K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 64.71K | SH | $3.24M 1.12% | 0.00 | 0.00 | 64.71K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 46.01K | SH | $3.07M 1.06% | 0.00 | 0.00 | 46.01K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.47K | SH | $2.79M 0.96% | 0.00 | 0.00 | 8.47K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 23.79K | SH | $2.54M 0.88% | 0.00 | 0.00 | 23.79K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 30.05K | SH | $2.53M 0.87% | 0.00 | 0.00 | 30.05K |
APPLE INCSOLE | COM | 8.35K | SH | $2.13M 0.74% | 0.00 | 0.00 | 8.35K |
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