Yeomans Consulting Group, Inc.
data from 31/12/2025
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Yeomans Consulting Group, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | VV | VANGUARD INDEX FDS | 9.32% | 31.817 M $ | 101070 | 2025/06/30 | 704.000 K $ | 2.25 % |
| 2025/12/31 | IAU | ISHARES GOLD TR | 7.88% | 26.903 M $ | 331438 | 2023/12/31 | 3.059 M $ | 11.53 % |
| 2025/12/31 | QQQ | INVESCO QQQ TR | 6.63% | 22.640 M $ | 36854 | 2023/12/31 | 412.052 K $ | 2.31 % |
| 2025/12/31 | BNDX | VANGUARD CHARLOTTE FDS | 5.77% | 19.684 M $ | 407361 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | BND | VANGUARD BD INDEX FDS | 5.64% | 19.243 M $ | 259795 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | SEIM | SEI EXCHANGE TRADED FUNDS | 4.97% | 16.950 M $ | 367435 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | EFV | ISHARES TR | 4.61% | 15.749 M $ | 220550 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/12/31 | VTEB | VANGUARD MUN BD FDS | 4.58% | 15.639 M $ | 310975 | 2023/12/31 | 23.948 K $ | 0.44 % |
| 2025/12/31 | EEM | ISHARES TR | 4.57% | 15.608 M $ | 285278 | 2025/09/30 | 382.463 K $ | 2.43 % |
| 2025/12/31 | EFA | ISHARES TR | 4.51% | 15.406 M $ | 160433 | 2025/06/30 | 423.926 K $ | 2.83 % |
| 2025/12/31 | IWC | ISHARES TR | 3.08% | 10.521 M $ | 66718 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | VTIP | VANGUARD MALVERN FDS | 2.19% | 7.483 M $ | 151299 | 2023/12/31 | -75.715 K $ | -2.34 % |
| 2025/12/31 | VWOB | VANGUARD WHITEHALL FDS | 2.12% | 7.243 M $ | 107410 | 2024/06/30 | 24.386 K $ | 0.79 % |
| 2025/12/31 | EFAV | ISHARES TR | 2.09% | 7.118 M $ | 82525 | 2023/12/31 | 115.235 K $ | 1.67 % |
| 2025/12/31 | DISV | DIMENSIONAL ETF TRUST | 1.56% | 5.330 M $ | 140272 | 2023/12/31 | 737.107 K $ | 6.45 % |
| 2025/12/31 | SUB | ISHARES TR | 1.53% | 5.236 M $ | 49074 | 2023/12/31 | -1.902 K $ | -0.08 % |
| 2025/12/31 | DFUV | DIMENSIONAL ETF TRUST | 1.53% | 5.221 M $ | 112065 | 2023/12/31 | 207.411 K $ | 4.25 % |
| 2025/12/31 | KO | COCA COLA CO | 1.41% | 4.820 M $ | 68942 | 2023/12/31 | 247.781 K $ | 5.38 % |
| 2025/12/31 | SEIQ | SEI EXCHANGE TRADED FUNDS | 1.25% | 4.252 M $ | 109229 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | IGBH | ISHARES U S ETF TR | 1.22% | 4.150 M $ | 168508 | 2024/03/31 | 3.715 K $ | 0.04 % |
| 2025/12/31 | BIL | SPDR SERIES TRUST | 1.19% | 4.071 M $ | 44547 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | VTI | VANGUARD INDEX FDS | 1.16% | 3.945 M $ | 11768 | 2023/12/31 | 60.172 K $ | 2.16 % |
| 2025/12/31 | USMV | ISHARES TR | 1.09% | 3.736 M $ | 39679 | 2023/12/31 | -38.101 K $ | -1.03 % |
| 2025/12/31 | DIHP | DIMENSIONAL ETF TRUST | 1.08% | 3.670 M $ | 115905 | 2023/12/31 | 144.698 K $ | 4.14 % |
| 2025/12/31 | SEIV | SEI EXCHANGE TRADED FUNDS | 1.04% | 3.545 M $ | 85421 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | VCIT | VANGUARD SCOTTSDALE FDS | 0.75% | 2.551 M $ | 30461 | 2023/12/31 | -10.816 K $ | -0.43 % |
| 2025/12/31 | LQD | ISHARES TR | 0.73% | 2.504 M $ | 22722 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | DFIP | DIMENSIONAL ETF TRUST | 0.73% | 2.482 M $ | 59722 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | AAPL | APPLE INC | 0.66% | 2.254 M $ | 8292 | 2023/12/31 | 143.904 K $ | 6.75 % |
| 2025/12/31 | DVY | ISHARES TR | 0.63% | 2.150 M $ | 15231 | 2023/12/31 | -14.362 K $ | -0.67 % |
| 2025/12/31 | DEHP | DIMENSIONAL ETF TRUST | 0.55% | 1.894 M $ | 58722 | 2023/12/31 | 98.802 K $ | 5.55 % |
| 2025/12/31 | MSFT | MICROSOFT CORP | 0.51% | 1.748 M $ | 3615 | 2023/12/31 | -126.712 K $ | -6.61 % |
| 2025/12/31 | GOOGL | ALPHABET INC | 0.51% | 1.737 M $ | 5548 | 2023/12/31 | 206.065 K $ | 28.54 % |
| 2025/12/31 | HD | HOME DEPOT INC | 0.49% | 1.686 M $ | 4901 | 2023/12/31 | -255.844 K $ | -15.39 % |
| 2025/12/31 | SPY | SPDR S&P 500 ETF TR | 0.48% | 1.646 M $ | 2414 | 2023/12/31 | 36.973 K $ | 2.35 % |
| 2025/12/31 | IEMG | ISHARES INC | 0.48% | 1.641 M $ | 24418 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | IYZ | ISHARES TR | 0.39% | 1.345 M $ | 39670 | 2024/12/31 | 59.287 K $ | 5.04 % |
| 2025/12/31 | IYW | ISHARES TR | 0.38% | 1.304 M $ | 6529 | 2025/06/30 | 23.515 K $ | 1.94 % |
| 2025/12/31 | IYH | ISHARES TR | 0.38% | 1.299 M $ | 19961 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | HYMB | SPDR SERIES TRUST | 0.38% | 1.280 M $ | 51317 | 2024/03/31 | 478.000 $ | 0.04 % |
| 2025/12/31 | IDU | ISHARES TR | 0.37% | 1.255 M $ | 11586 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2025/12/31 | HYD | VANECK ETF TRUST | 0.37% | 1.249 M $ | 24432 | 2023/12/31 | 5.046 K $ | 0.43 % |
| 2025/12/31 | NVDA | NVIDIA CORPORATION | 0.32% | 1.079 M $ | 5784 | 2023/12/31 | -574.000 $ | -0.04 % |
| 2025/12/31 | AVGO | BROADCOM INC | 0.27% | 913.704 K $ | 2640 | 2023/12/31 | 58.154 K $ | 4.86 % |
| 2025/12/31 | WBD | WARNER BROS DISCOVERY INC | 0.25% | 869.182 K $ | 30159 | 2025/09/30 | 176.194 K $ | 48.01 % |
| 2025/12/31 | MU | MICRON TECHNOLOGY INC | 0.25% | 866.219 K $ | 3035 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | APP | APPLOVIN CORP | 0.25% | 842.275 K $ | 1250 | 2024/06/30 | -62.563 K $ | -6.35 % |
| 2025/12/31 | TSLA | TESLA INC | 0.24% | 835.130 K $ | 1857 | 2025/09/30 | 5.390 K $ | 1.09 % |
| 2025/12/31 | KLAC | KLA CORP | 0.24% | 820.179 K $ | 675 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | AMZN | AMAZON COM INC | 0.23% | 772.555 K $ | 3347 | 2023/12/31 | 34.830 K $ | 5.10 % |
| 2025/12/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.19% | 655.248 K $ | 10489 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | VPLS | VANGUARD MALVERN FDS | 0.19% | 638.668 K $ | 8176 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | SO | SOUTHERN CO | 0.19% | 633.508 K $ | 7265 | 2023/12/31 | -57.978 K $ | -7.99 % |
| 2025/12/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.18% | 610.489 K $ | 2061 | 2023/12/31 | 28.338 K $ | 4.90 % |
| 2025/12/31 | GE | GE AEROSPACE | 0.18% | 598.194 K $ | 1942 | 2025/06/30 | 14.773 K $ | 2.40 % |
| 2025/12/31 | XLK | SELECT SECTOR SPDR TR | 0.17% | 584.806 K $ | 4062 | 2023/12/31 | -280.054 K $ | -48.45 % |
| 2025/12/31 | CSCO | CISCO SYS INC | 0.16% | 536.976 K $ | 6971 | 2023/12/31 | 57.359 K $ | 12.52 % |
| 2025/12/31 | ASTS | AST SPACEMOBILE INC | 0.15% | 526.132 K $ | 7244 | 2025/09/30 | 145.232 K $ | 41.36 % |
| 2025/12/31 | META | META PLATFORMS INC | 0.15% | 521.471 K $ | 790 | 2023/12/31 | -50.442 K $ | -10.36 % |
| 2025/12/31 | SHYG | ISHARES TR | 0.15% | 515.255 K $ | 12019 | 2023/12/31 | -5.006 K $ | -1.00 % |
| 2025/12/31 | AMD | ADVANCED MICRO DEVICES INC | 0.15% | 499.849 K $ | 2334 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | NEM | NEWMONT CORP | 0.13% | 459.010 K $ | 4597 | 2025/09/30 | 86.899 K $ | 18.08 % |
| 2025/12/31 | CIEN | CIENA CORP | 0.13% | 454.409 K $ | 1943 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | COHR | COHERENT CORP | 0.13% | 440.753 K $ | 2388 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | LRCX | LAM RESEARCH CORP | 0.13% | 437.536 K $ | 2556 | 2025/09/30 | 124.254 K $ | 26.11 % |
| 2025/12/31 | CAT | CATERPILLAR INC | 0.13% | 433.663 K $ | 757 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | JPM | JPMORGAN CHASE & CO. | 0.13% | 433.386 K $ | 1345 | 2023/12/31 | 9.499 K $ | 2.19 % |
| 2025/12/31 | ALB | ALBEMARLE CORP | 0.13% | 431.675 K $ | 3052 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | LITE | LUMENTUM HLDGS INC | 0.13% | 428.670 K $ | 1163 | 2025/09/30 | 419.377 K $ | 120.12 % |
| 2025/12/31 | TER | TERADYNE INC | 0.13% | 427.961 K $ | 2211 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.13% | 427.311 K $ | 2404 | 2024/09/30 | -12.314 K $ | -2.53 % |
| 2025/12/31 | WDC | WESTERN DIGITAL CORP | 0.12% | 418.616 K $ | 2430 | 2025/09/30 | 191.454 K $ | 39.98 % |
| 2025/12/31 | GLW | CORNING INC | 0.12% | 417.311 K $ | 4766 | 2025/09/30 | 31.305 K $ | 6.65 % |
| 2025/12/31 | TEL | TE CONNECTIVITY PLC | 0.12% | 400.190 K $ | 1759 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | GS | GOLDMAN SACHS GROUP INC | 0.12% | 399.066 K $ | 454 | 2025/09/30 | 43.556 K $ | 10.52 % |
| 2025/12/31 | NFLX | NETFLIX INC | 0.12% | 398.011 K $ | 4245 | 2024/03/31 | -699.566 K $ | -94.39 % |
| 2025/12/31 | HOOD | ROBINHOOD MKTS INC | 0.12% | 394.945 K $ | 3492 | 2024/06/30 | -104.317 K $ | -21.62 % |
| 2025/12/31 | FSLR | FIRST SOLAR INC | 0.11% | 391.584 K $ | 1499 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | BK | BANK NEW YORK MELLON CORP | 0.11% | 390.295 K $ | 3362 | 2025/03/31 | 25.275 K $ | 6.67 % |
| 2025/12/31 | XOM | EXXON MOBIL CORP | 0.11% | 389.300 K $ | 3235 | 2023/12/31 | 25.843 K $ | 6.78 % |
| 2025/12/31 | APH | AMPHENOL CORP NEW | 0.11% | 384.608 K $ | 2846 | 2025/06/30 | 34.568 K $ | 9.14 % |
| 2025/12/31 | BLTE | BELITE BIO INC | 0.11% | 383.744 K $ | 2399 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | INTC | INTEL CORP | 0.11% | 381.620 K $ | 10342 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.11% | 379.501 K $ | 755 | 2023/12/31 | -64.000 $ | -0.02 % |
| 2025/12/31 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.11% | 378.386 K $ | 1374 | 2025/09/30 | 69.378 K $ | 15.31 % |
| 2025/12/31 | DB | DEUTSCHE BANK A G | 0.11% | 376.307 K $ | 9759 | 2025/06/30 | 31.966 K $ | 8.87 % |
| 2025/12/31 | MPWR | MONOLITHIC PWR SYS INC | 0.11% | 372.514 K $ | 411 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | VRT | VERTIV HOLDINGS CO | 0.11% | 370.193 K $ | 2285 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | SQM | SOCIEDAD QUIMICA Y MINERA DE | 0.11% | 370.144 K $ | 5380 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | AU | ANGLOGOLD ASHANTI PLC | 0.11% | 363.549 K $ | 4263 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | JMIA | JUMIA TECHNOLOGIES AG | 0.11% | 359.462 K $ | 28780 | 2025/09/30 | 34.403 K $ | 7.46 % |
| 2025/12/31 | SOFI | SOFI TECHNOLOGIES INC | 0.10% | 344.922 K $ | 13175 | 2025/09/30 | -4.284 K $ | -0.93 % |
| 2025/12/31 | MP | MP MATERIALS CORP | 0.10% | 327.521 K $ | 6483 | 2025/06/30 | -83.428 K $ | -24.47 % |
| 2025/12/31 | INSM | INSMED INC | 0.10% | 325.629 K $ | 1871 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | T | AT&T INC | 0.09% | 321.877 K $ | 12958 | 2024/06/30 | -40.789 K $ | -12.34 % |
| 2025/12/31 | CAN | CANAAN INC | 0.09% | 319.624 K $ | 463223 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | GOOG | ALPHABET INC | 0.09% | 314.428 K $ | 1002 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | VOE | VANGUARD INDEX FDS | 0.09% | 303.835 K $ | 1713 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2025/12/31 | HYG | ISHARES TR | 0.09% | 295.831 K $ | 3669 | 2023/12/31 | -2.032 K $ | -0.69 % |
| 2025/12/31 | COST | COSTCO WHSL CORP NEW | 0.09% | 294.058 K $ | 341 | 2023/12/31 | -21.581 K $ | -6.90 % |