13F-HR filed by Yeomans Consulting Group, Inc.
Yeomans Consulting Group, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-05, with 68 holding rows worth $258,682,361.
- Accession
- 0001667731-25-000589
- Filer
- CIK 2014739
- Filed
- 2025-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 68 entries on the cover page, a total value of $258,682,361 stated on the cover page (in dollars after the unit check, H1), rows summing to $258,682,361 with VALUE read as dollars as filed, 13F file number 028-24018. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 55,350 | $30,962,237 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 398,706 | $23,507,706 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 46,438 | $19,498,387 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 204,453 | $18,979,372 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 239,364 | $18,328,101 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 27,610 | $12,946,881 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 623,333 | $12,902,993 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 30,030 | $11,135,725 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 64,190 | $11,057,369 | dollars as filed | |
| PACER FDS TR | 69374H360 | US LRG CP CASH | 358,662 | $11,043,203 | dollars as filed | |
| ISHARES U S ETF TR | 46431W812 | INT RT HD LONG | 395,139 | $9,487,287 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 263,991 | $7,431,347 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 57,800 | $6,701,910 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 80,103 | $6,241,626 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 102,436 | $5,082,874 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 102,289 | $4,215,330 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 137,718 | $4,010,348 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 37,243 | $3,488,179 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 38,832 | $3,174,904 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 106,177 | $2,860,408 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 36,473 | $2,612,196 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 18,401 | $2,471,070 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 22,509 | $2,376,950 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 35,679 | $2,290,592 | dollars as filed | |
| VTI | 922908769 | COM | 8,263 | $2,271,003 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,229 | $2,050,038 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 36,209 | $1,806,829 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,644 | $1,701,980 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,595 | $1,349,527 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V757 | EMERGING MKTS HI | 53,382 | $1,346,294 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 21,956 | $1,123,708 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 44,511 | $1,122,567 | dollars as filed | |
| Southern Company | 842587107 | COM | 9,208 | $846,676 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,999 | $745,731 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 2,686 | $716,383 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,056 | $656,349 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 629 | $586,561 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,990 | $568,877 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 11,738 | $499,100 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,036 | $469,487 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,031 | $419,361 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 782 | $416,478 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,518 | $372,365 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 629 | $362,530 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,027 | $359,922 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,707 | $352,179 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 368 | $348,047 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,995 | $333,744 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 11,366 | $321,430 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 611 | $320,011 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3,906 | $308,144 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,883 | $298,889 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,633 | $295,028 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 3,416 | $286,500 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,374 | $282,340 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 2,081 | $271,550 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,566 | $262,195 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,052 | $257,361 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 2,572 | $247,581 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,104 | $244,812 | dollars as filed | |
| VERONA PHARMA PLC | 925050106 | SPONSORED ADS | 3,802 | $241,389 | dollars as filed | |
| QFIN HOLDINGS INC AMERICAN DEP | 88557W101 | ADR | 5,368 | $241,077 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 1,318 | $240,891 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 418 | $229,114 | dollars as filed | |
| EMBRAER S.A. | 29082A107 | SPONSORED ADS | 4,778 | $220,744 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 699 | $218,347 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 5,062 | $208,301 | dollars as filed | |
| BRANDYWINE RLTY TR | 105368203 | SH BEN INT NEW | 12,091 | $53,926 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000589 | this filing | 2025-05-05 | acceptance time not in the bulk data set |