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Disclosery

13F-HR filed by Yeomans Consulting Group, Inc.

Yeomans Consulting Group, Inc. filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-03-14, with 66 holding rows worth $200,844,895.

Accession
0002014739-24-000001
Filer
CIK 2014739
Filed
2024-03-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 66 entries on the cover page, a total value of $200,844,895 stated on the cover page (in dollars after the unit check, H1), rows summing to $200,844,895 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 filedCUSIPClassAmountValueValue read asType
INVESCO QQQ TR46090E103COM82,695$33,865,256dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL474,505$22,126,168dollars as filed
ISHARES TR464287465MSCI EAFE ETF234,879$17,698,133dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF738,957$15,651,109dollars as filed
Vanguard Growth922908736COM45,645$14,190,118dollars as filed
iShares MSCI EAFE Value ETF464288877SHS178,145$9,281,355dollars as filed
Dimensional International Value ETF25434V807SHS262,294$9,012,422dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF70,172$7,398,234dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF213,999$6,231,651dollars as filed
iShares Gold Trust464285204COM149,322$5,828,038dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF74,579$5,171,308dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF89,429$4,565,350dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE99,824$3,715,449dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS129,374$3,335,910dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS36,120$2,935,834dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS35,912$2,802,213dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT91,728$2,353,740dollars as filed
VanEck High Yield Muni ETF92189H409SHS44,452$2,295,057dollars as filed
Coca-Cola Company191216100COM37,873$2,231,856dollars as filed
ISHARES TR464287168COM19,023$2,229,876dollars as filed
VANGUARD MALVERN FDS922020805SHS46,953$2,229,798dollars as filed
VTI922908769COM8,812$2,090,383dollars as filed
Apple Inc037833100COM8,895$1,712,554dollars as filed
Home Depot, Inc437076102COM4,523$1,567,446dollars as filed
iShares Silver Trust46428Q109COM63,207$1,376,648dollars as filed
Microsoft Corp594918104COM3,454$1,298,842dollars as filed
SPY78462F103SHS2,377$1,129,812dollars as filed
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI46,002$1,115,452dollars as filed
SPDR SERIES TRUST78464A607ST STR DOW REIT11,677$1,113,052dollars as filed
NVIDIA Corp67066G104COM1,316$651,710dollars as filed
META PLATFORMS INC CL A30303M102COM1,812$641,376dollars as filed
Adobe Inc00724F101COM1,069$637,765dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,959$553,033dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock11,020$541,523dollars as filed
EXXON MOBIL CORP30231G102COM5,228$522,695dollars as filed
Eli Lilly and Company532457108COM876$510,638dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM11,802$498,280dollars as filed
United Parcel Service,Inc. Class B911312106COM3,156$496,218dollars as filed
Southern Company842587107COM7,057$494,837dollars as filed
Amazon.com, Inc023135106COM3,217$488,791dollars as filed
ARISTA NETWORKS INC040413106COM2,040$480,440dollars as filed
SPLUNK INC848637104COM2,762$420,791dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,175$418,644dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock3,502$409,349dollars as filed
Berkshire Hathaway Inc084670702COM1,138$405,879dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS8,176$391,630dollars as filed
TRUIST FINL CORP COM89832Q109Stock10,548$389,432dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A10,967$386,587dollars as filed
3M CO COM88579Y101Stock3,418$373,656dollars as filed
Broadcom Inc.11135F101COM331$369,479dollars as filed
Palantir Technologies Inc. Class A69608A108COM20,662$354,767dollars as filed
ISHARES TR464288513IBOXX HI YD ETF4,318$334,170dollars as filed
Cisco Systems,Inc.17275R102COM6,364$321,509dollars as filed
UnitedHealth Group Inc91324P102COM608$320,094dollars as filed
Chevron Corporation166764100COM1,838$274,156dollars as filed
Costco Wholesale Corporation22160K105COM400$264,032dollars as filed
International Business Machines Corporation459200101COM1,613$263,806dollars as filed
Visa Inc92826C839COM987$256,965dollars as filed
JPMorgan Chase & Co46625H100COM1,489$253,279dollars as filed
Intel Corp458140100COM4,839$243,160dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF2,071$240,837dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,556$225,636dollars as filed
Merck & Co.,Inc.58933Y105COM2,059$224,472dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock1,249$223,021dollars as filed
PepsiCo,Inc.713448108COM1,222$207,544dollars as filed
NRG ENERGY INC COM NEW629377508Stock3,900$201,630dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002014739-24-000001this filing2024-03-14acceptance time not in the bulk data set