Yoder Wealth Management, Inc.
- SEC CIK
- 0001973967
- Latest filing
- Jul 22, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 23, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 112
- +9 vs. Q2 2024
- Portfolio value
- $166.5M
- +$12.1M (+7.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 1,156 | $239.0K | 0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 791 | $232.4K | 0.1% | +791 | New | History |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 9,765 | $229.6K | 0.1% | +9,765 | New | – |
| VZVerizon Communications Inc | Stock | 5,095 | $228.8K | 0.1% | 00.0% | Unchanged | History |
| EQIXEquinix Inc | COM | 248 | $220.1K | 0.1% | +248 | New | History |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 8,300 | $218.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,052 | $207.8K | 0.1% | +2,052 | New | – |
| NOWServiceNow, Inc. | Stock | 232 | $207.5K | 0.1% | +232 | New | History |
| TERTeradyne, Inc | Stock | 1,508 | $202.0K | 0.1% | −260−14.7% | Reduced | History |
| DISWalt Disney Co | Stock | 2,091 | $201.1K | 0.1% | +19+0.9% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 10,100 | $168.4K | 0.1% | 00.0% | Unchanged | – |
| MQMarqeta, Inc. | CLASS A COM | 14,734 | $72.5K | <0.1% | −600−3.9% | Reduced | History |