Yeomans Consulting Group, Inc. Top Holdings and 13F Report (2024) About Yeomans Consulting Group, Inc.Investment ActivityYeomans Consulting Group, Inc. has $267.47 million in total holdings as of September 30, 2024.Yeomans Consulting Group, Inc. owns shares of 85 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 19.24% of the portfolio was purchased this quarter.About 19.96% of the portfolio was sold this quarter.This quarter, Yeomans Consulting Group, Inc. has purchased 90 new stocks and bought additional shares in 28 stocks.Yeomans Consulting Group, Inc. sold shares of 39 stocks and completely divested from 20 stocks this quarter.Largest Holdings iShares Gold Trust $21,330,743Invesco QQQ $20,542,378Vanguard Intermediate-Term Bond ETF $20,081,137iShares S&P Mid-Cap 400 Growth ETF $19,639,006Vanguard Growth ETF $18,892,811 Largest New Holdings this Quarter Vanguard Intermediate-Term Bond ETF $20,081,137 HoldingCarvana $649,082 HoldingiShares U.S. Real Estate ETF $596,449 HoldingCAVA Group $591,260 HoldingIron Mountain $562,185 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 256,235 shares (about $20.08M)SPDR Portfolio S&P 500 Value ETF 207,737 shares (about $10.98M)iShares Gold Trust 176,888 shares (about $8.79M)iShares MSCI EAFE Min Vol Factor ETF 36,098 shares (about $2.77M)Carvana 3,728 shares (about $649.08K) Largest Sales this Quarter iShares Interest Rate Hedged Long-Term Corporate Bond ETF 571,776 shares (about $13.88M)Invesco Senior Loan ETF 402,821 shares (about $8.46M)iShares MSCI USA Quality Factor ETF 17,199 shares (about $3.08M)iShares MSCI USA Momentum Factor ETF 12,292 shares (about $2.49M)Vanguard Growth ETF 5,304 shares (about $2.04M) Sector Allocation Over TimeMap of 500 Largest Holdings ofYeomans Consulting Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$21,330,743$8,791,334 ▲70.1%429,1908.0%FinanceQQQInvesco QQQ$20,542,378$1,888,343 ▼-8.4%42,0897.7%FinanceBIVVanguard Intermediate-Term Bond ETF$20,081,137$20,081,137 ▲New Holding256,2357.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$19,639,006$1,495,425 ▼-7.1%213,6307.3%ETFVUGVanguard Growth ETF$18,892,811$2,036,365 ▼-9.7%49,2097.1%ETFQUALiShares MSCI USA Quality Factor ETF$18,083,302$3,083,781 ▼-14.6%100,8556.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$16,591,445$2,492,326 ▼-13.1%81,8286.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$14,977,405$10,980,978 ▲274.8%283,3415.6%ETFBKLNInvesco Senior Loan ETF$13,482,705$8,463,269 ▼-38.6%641,7285.0%ETFIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$11,470,487$13,877,003 ▼-54.7%472,6204.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$8,630,054$2,768,717 ▲47.2%112,5173.2%ETFDFSVDimensional US Small Cap Value ETF$6,396,760$17,864 ▲0.3%207,6872.4%ETFVTEBVanguard Tax-Exempt Bond ETF$4,617,721$44,679 ▼-1.0%90,3311.7%ETFVTIVanguard Total Stock Market ETF$4,608,429$228,510 ▼-4.7%16,2751.7%ETFDFUVDimensional US Marketwide Value ETF$4,168,583$9,339 ▼-0.2%99,9901.6%ETFDISVDimensional International Small Cap Value ETF$3,820,954$7,614 ▼-0.2%131,4851.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,134,763$44,304 ▲1.4%37,4301.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,122,163$214,122 ▼-6.4%34,1931.2%ETFKOCoca-Cola$2,979,028$25,582 ▼-0.9%41,4561.1%Consumer StaplesDIHPDimensional International High Profitability ETF$2,739,862$63,599 ▲2.4%98,9121.0%ETFHDHome Depot$2,621,239$1,216 ▼0.0%6,4691.0%Retail/WholesaleDVYiShares Select Dividend ETF$2,565,520$24,988 ▼-1.0%18,9941.0%ETFAAPLApple$2,435,549$243,252 ▲11.1%10,4530.9%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$2,430,403$5,376 ▼-0.2%36,6190.9%ETFSUBiShares Short-Term National Muni Bond ETF$2,269,705$79,642 ▼-3.4%21,3740.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,664,508$593,890 ▼-26.3%33,7560.6%ManufacturingSOSouthern$1,654,082$29,399 ▲1.8%18,3420.6%UtilitiesVTVanguard Total World Stock ETF$1,599,312$1,494,335 ▼-48.3%13,3610.6%ETFMSFTMicrosoft$1,595,983$3,873 ▼-0.2%3,7090.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,395,958$49,343 ▲3.7%2,4330.5%FinanceDEHPDimensional Emerging Markets High Profitability ETF$1,333,871$30,873 ▲2.4%49,6420.5%ETFCALFPacer US Small Cap Cash Cows 100 ETF$1,221,383$10,653 ▼-0.9%26,2550.5%ETFNVDANVIDIA$1,191,084$121,197 ▲11.3%9,8080.4%Computer and TechnologyHYDVanEck High Yield Muni ETF$1,144,720$42,244 ▼-3.6%21,5700.4%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,103,393$21,699 ▲2.0%42,0020.4%ETFCVXChevron$753,875$3,093 ▼-0.4%5,1190.3%Oils/EnergyIYWiShares U.S. Technology ETF$649,388$428,478 ▲194.0%4,2830.2%ManufacturingCVNACarvana$649,082$649,082 ▲New Holding3,7280.2%Retail/WholesaleIDUiShares U.S. Utilities ETF$635,585$403,285 ▲173.6%6,2300.2%ETFAMZNAmazon.com$621,783$56,272 ▼-8.3%3,3370.2%Retail/WholesaleIYFiShares U.S. Financials ETF$611,140$383,287 ▲168.2%5,8820.2%ETFGEGeneral Electric$602,890$104,850 ▼-14.8%3,1970.2%TransportationIYRiShares U.S. Real Estate ETF$596,449$596,449 ▲New Holding5,8550.2%ETFHWMHowmet Aerospace$592,678$194,485 ▲48.8%5,9120.2%AerospaceCAVACAVA Group$591,260$591,260 ▲New Holding4,7740.2%Retail/WholesalePGProcter & Gamble$590,439$1,732 ▼-0.3%3,4090.2%Consumer StaplesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$583,652$16,500 ▲2.9%13,4420.2%ETFAPPLOVIN CORP$578,337$76,111 ▼-11.6%4,4300.2%COM CL AIRMIron Mountain$562,185$562,185 ▲New Holding4,7310.2%FinanceFICOFair Isaac$544,186$544,186 ▲New Holding2800.2%Computer and TechnologyBRK.BBerkshire Hathaway$536,203$460 ▼-0.1%1,1650.2%FinanceFASTFastenal$530,4360.0%7,4270.2%Retail/WholesaleVSTVistra$525,843$7,231 ▲1.4%4,4360.2%UtilitiesAVGOBroadcom$521,123$486,968 ▲1,425.8%3,0210.2%Computer and TechnologyMMM3M$497,861$497,861 ▲New Holding3,6420.2%Multi-Sector ConglomeratesIBMInternational Business Machines$495,440$141,270 ▲39.9%2,2410.2%Computer and TechnologyGOOGLAlphabet$484,945$1,493 ▲0.3%2,9240.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$458,519$14,674 ▼-3.1%2,0310.2%ETFXOMExxon Mobil$455,165$22,623 ▲5.2%3,8830.2%Oils/EnergyHOODRobinhood Markets$454,770$99,582 ▲28.0%19,4180.2%FinanceVZVerizon Communications$453,6360.0%10,1010.2%Computer and TechnologyCOSTCostco Wholesale$429,076$57,624 ▼-11.8%4840.2%Retail/WholesaleTRGPTarga Resources$406,879$406,879 ▲New Holding2,7490.2%Oils/EnergyUNHUnitedHealth Group$388,228$2,923 ▲0.8%6640.1%MedicalUPSUnited Parcel Service$381,888$2,318 ▼-0.6%2,8010.1%TransportationPLTRPalantir Technologies$369,991$369,991 ▲New Holding9,9460.1%Business ServicesNFLXNetflix$357,472$113,483 ▲46.5%5040.1%Consumer DiscretionaryHYGiShares iBoxx $ High Yield Corporate Bond ETF$344,246$401 ▲0.1%4,2870.1%ETFHRLHormel Foods$331,6450.0%10,4620.1%Consumer StaplesSPOTSpotify Technology$326,149$68,547 ▼-17.4%8850.1%Business ServicesJPMJPMorgan Chase & Co.$319,242$43,226 ▼-11.9%1,5140.1%FinanceMPWRMonolithic Power Systems$318,028$318,028 ▲New Holding3440.1%Computer and TechnologyANETArista Networks$310,894$310,894 ▲New Holding8100.1%Computer and TechnologyNTAPNetApp$308,651$308,651 ▲New Holding2,4990.1%Computer and TechnologyMETAMeta Platforms$307,973$427,613 ▼-58.1%5380.1%Computer and TechnologyCSCOCisco Systems$298,777$8,888 ▼-2.9%5,6140.1%Computer and TechnologyVVisa$270,276$7,149 ▼-2.6%9830.1%Business ServicesTAT&T$268,774$47,256 ▲21.3%12,2170.1%Computer and TechnologyKKRKKR & Co. Inc.$258,940$258,940 ▲New Holding1,9830.1%FinanceGLWCorning$258,484$258,484 ▲New Holding5,7250.1%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$256,861$2,435 ▲1.0%1,0550.1%ETFTFCTruist Financial$217,528$64,112 ▼-22.8%5,0860.1%FinanceMAMastercard$216,284$55,799 ▼-20.5%4380.1%Business ServicesADBEAdobe$208,665$518 ▼-0.2%4030.1%Computer and TechnologyMCDMcDonald's$204,022$204,022 ▲New Holding6700.1%Retail/WholesaleSLViShares Silver Trust$0$8,726,013 ▼-100.0%00.0%ETFDFIVDimensional International Value ETF$0$1,472,570 ▼-100.0%00.0%ETFMUMicron Technology$0$522,174 ▼-100.0%00.0%Computer and TechnologyTTTrane Technologies$0$504,579 ▼-100.0%00.0%ConstructionCEGConstellation Energy$0$470,835 ▼-100.0%00.0%Oils/EnergyWDCWestern Digital$0$409,613 ▼-100.0%00.0%Computer and TechnologyNRGNRG Energy$0$407,519 ▼-100.0%00.0%UtilitiesCRWDCrowdStrike$0$388,171 ▼-100.0%00.0%Computer and TechnologyQCOMQUALCOMM$0$377,446 ▼-100.0%00.0%Computer and TechnologyVRTVertiv$0$373,896 ▼-100.0%00.0%Computer and TechnologyWSMWilliams-Sonoma$0$356,916 ▼-100.0%00.0%Retail/WholesaleGRMNGarmin$0$324,862 ▼-100.0%00.0%Computer and TechnologyETNEaton$0$309,474 ▼-100.0%00.0%Industrial ProductsCOINCoinbase Global$0$305,566 ▼-100.0%00.0%Business ServicesWABWestinghouse Air Brake Technologies$0$284,332 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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