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Livermore
Livermore
ZHEN

Yoder Wealth Management, Inc.

SEC CIK
0001973967
Latest filing
Jul 22, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
110
−2 vs. Q3 2024
Portfolio value
$181.0M
+$14.5M (+8.7%) vs. Q3 2024
Filed
Jan 24, 2025
SEC
Holdings of Yoder Wealth Management, Inc. in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Ibonds Dec 2029 Term Corporate ETF46436E205ETF9,765$222.6K0.1%00.0%Unchanged–
iShares Tr46436E858IBONDS 26 TRM TS9,631$219.7K0.1%−5,800−37.6%Reduced–
CCitigroup IncStock3,083$217.0K0.1%+3,083NewHistory
iShares Tr46438G869IBONDS OCT 20328,600$213.5K0.1%+8,600New–
CSCOCisco Systems, Inc.Stock3,594$212.8K0.1%+3,594NewHistory
CMCSAComcast CorpStock5,666$212.6K0.1%−158−2.7%ReducedHistory
PLDPrologis, Inc.REIT1,993$210.7K0.1%−507−20.3%ReducedHistory
EFXEquifax IncCOM791$201.6K0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J429BULETSHS 2031 CP10,100$162.1K0.1%00.0%Unchanged–
MQMarqeta, Inc.CLASS A COM14,734$55.8K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (8)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Yoder Wealth Management, Inc. sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Tr46436E841IBONDS 27 TRM TS17,700$400.6K0.2%–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF13,800$335.3K0.2%–
CVXChevron CorpStock2,257$332.4K0.2%History
SPDR Series Trust78464A789ST STR SP INS4,515$256.2K0.2%–
HONHoneywell International IncCOM1,156$239.0K0.1%History
SPDR Series Trust78464A656ST STR TIPS ETF8,300$218.1K0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,052$207.8K0.1%–
TERTeradyne, IncStock1,508$202.0K0.1%History