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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 2024-03-31, filed 2024-04-30, with 72 holding rows worth $228,391,610.

Accession
0002014739-24-000002
Filer
CIK 2014739
Filed
2024-04-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 72 entries on the cover page, a total value of $228,391,610 stated on the cover page (in dollars after the unit check, H1), rows summing to $228,391,610 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 TR46090E103COM52,184$23,170,218dollars as filed
PACER FDS TR69374H857US SMALL CAP CAS451,039$22,173,077dollars as filed
Vanguard Growth922908736COM62,015$21,345,563dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL415,754$20,829,275dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS100,971$18,916,917dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF730,619$15,452,592dollars as filed
ISHARES U S ETF TR46431W812INT RT HD LONG557,213$13,707,440dollars as filed
iShares Gold Trust464285204COM212,383$8,922,210dollars as filed
Vanguard Total World Stock ETF922042742SHS59,370$6,560,385dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF204,043$6,141,694dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF51,218$5,364,061dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF75,430$5,346,478dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF89,264$4,516,758dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE99,715$4,078,344dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS131,388$3,572,440dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS38,059$3,064,130dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS36,267$3,031,196dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT94,395$2,543,001dollars as filed
ISHARES TR464287168COM19,307$2,378,236dollars as filed
Coca-Cola Company191216100COM37,643$2,302,999dollars as filed
VTI922908769COM8,393$2,181,341dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF12,383$2,035,146dollars as filed
Dimensional International Value ETF25434V807SHS47,757$1,755,070dollars as filed
Home Depot, Inc437076102COM4,547$1,744,229dollars as filed
Apple Inc037833100COM9,191$1,576,073dollars as filed
Microsoft Corp594918104COM3,360$1,413,619dollars as filed
SPY78462F103SHS2,377$1,243,337dollars as filed
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI47,324$1,174,582dollars as filed
VanEck High Yield Muni ETF92189H409SHS22,129$1,156,462dollars as filed
SPDR SERIES TRUST78464A607ST STR DOW REIT12,146$1,144,761dollars as filed
VANGUARD MALVERN FDS922020805SHS23,367$1,119,046dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH40,042$1,028,679dollars as filed
NVIDIA Corp67066G104COM1,083$978,555dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 12,114$840,865dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock2,756$730,671dollars as filed
META PLATFORMS INC CL A30303M102COM1,398$678,841dollars as filed
Broadcom Inc.11135F101COM503$666,681dollars as filed
Amazon.com, Inc023135106COM3,275$590,745dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock7,152$584,104dollars as filed
NRG ENERGY INC COM NEW629377508Stock8,430$570,627dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,772$568,085dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM13,199$561,617dollars as filed
Southern Company842587107COM7,543$541,135dollars as filed
PULTE GROUP INC COM745867101Stock4,398$530,487dollars as filed
Berkshire Hathaway Inc084670702COM1,191$500,839dollars as filed
Advanced Micro Devices,Inc.007903107COM2,770$499,957dollars as filed
FAIR ISAAC CORP COM303250104Stock392$489,847dollars as filed
ARISTA NETWORKS INC040413106COM1,671$484,557dollars as filed
United Parcel Service,Inc. Class B911312106COM3,145$467,441dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,126$442,782dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,892$436,490dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock11,294$420,814dollars as filed
EXXON MOBIL CORP30231G102COM3,532$410,560dollars as filed
3M CO COM88579Y101Stock3,418$362,547dollars as filed
ISHARES TR464288513IBOXX HI YD ETF4,489$348,930dollars as filed
UnitedHealth Group Inc91324P102COM666$329,470dollars as filed
Uber Technologies90353T100COM4,185$322,203dollars as filed
ZSCALERINC98980G102STOK1,658$319,381dollars as filed
Costco Wholesale Corporation22160K105COM424$310,635dollars as filed
JPMorgan Chase & Co46625H100COM1,519$304,256dollars as filed
International Business Machines Corporation459200101COM1,592$304,008dollars as filed
PALO ALTO NETWORKS INC697435105COM1,025$291,233dollars as filed
Visa Inc92826C839COM1,030$287,452dollars as filed
Cisco Systems,Inc.17275R102COM5,752$287,082dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF2,084$261,188dollars as filed
Merck & Co.,Inc.58933Y105COM1,968$259,678dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS1,654$257,875dollars as filed
Walt Disney Co254687106COM1,985$242,885dollars as filed
iShares MSCI EAFE Value ETF464288877SHS4,430$240,992dollars as filed
Netflix, Inc64110L106COM381$231,393dollars as filed
TRUIST FINL CORP COM89832Q109Stock5,885$229,397dollars as filed
Chevron Corporation166764100COM1,369$215,946dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002014739-24-000002this filing2024-04-30acceptance time not in the bulk data set