Yoder Wealth Management, Inc.
- SEC CIK
- 0001973967
- 最新申報
- 2026/7/22
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位。
- 持股檔數
- 74
- 2022 年第 4 季沒有申報
- 總值
- $1.20 億
- 2022 年第 4 季沒有申報
Yoder Wealth Management, Inc. 沒有申報 2022 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 60,492 | $997.5 萬 | 8.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 136,274 | $840.5 萬 | 7.0% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 52,351 | $806.3 萬 | 6.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 148,448 | $746.2 萬 | 6.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 56,804 | $704.7 萬 | 5.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,944 | $572.3 萬 | 4.8% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 59,495 | $477.3 萬 | 4.0% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 13,527 | $373.3 萬 | 3.1% | – | – | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 67,754 | $358.4 萬 | 3.0% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 111,050 | $309.2 萬 | 2.6% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 19,403 | $304.2 萬 | 2.5% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 23,841 | $271.7 萬 | 2.3% | – | – | – |
| XYZBlock, Inc. | CL A | 39,543 | $271.5 萬 | 2.3% | – | – | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 35,554 | $218.6 萬 | 1.8% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 39,559 | $217.3 萬 | 1.8% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 17,292 | $215.1 萬 | 1.8% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 48,327 | $214.7 萬 | 1.8% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,860 | $209.3 萬 | 1.7% | – | – | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 31,780 | $208.1 萬 | 1.7% | – | – | – |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 39,587 | $199.8 萬 | 1.7% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 37,047 | $180.3 萬 | 1.5% | – | – | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 45,246 | $165.6 萬 | 1.4% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 35,438 | $159.8 萬 | 1.3% | – | – | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 70,251 | $157.6 萬 | 1.3% | – | – | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 28,539 | $154.5 萬 | 1.3% | – | – | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 5,215 | $152.1 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,961 | $142.1 萬 | 1.2% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 38,635 | $136.4 萬 | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V381 | S&P500 EQL DIS | 10,140 | $129.7 萬 | 1.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,880 | $127.7 萬 | 1.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,135 | $110.7 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,247 | $93.6 萬 | 0.8% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V373 | S&P500 EQL STP | 5,282 | $90.0 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 8,451 | $87.3 萬 | 0.7% | – | – | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 19,889 | $87.2 萬 | 0.7% | – | – | – |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 17,209 | $77.7 萬 | 0.6% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 22,279 | $73.8 萬 | 0.6% | – | – | – |
| Flexshares Tr33939L605 | IBOXX 5YR TRGT | 28,513 | $69.8 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 23,245 | $66.9 萬 | 0.6% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 32,654 | $63.7 萬 | 0.5% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 25,126 | $63.5 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 5,658 | $58.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,322 | $58.6 萬 | 0.5% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 24,355 | $56.1 萬 | 0.5% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 21,145 | $53.9 萬 | 0.4% | – | – | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 11,787 | $53.7 萬 | 0.4% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,249 | $53.6 萬 | 0.4% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 4,698 | $50.0 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 2,890 | $47.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,181 | $46.0 萬 | 0.4% | – | – | – |
| Vanguard Materials ETF92204A801 | ETF | 2,458 | $43.7 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137Y609 | S&P 500A EQL | 14,595 | $40.0 萬 | 0.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,943 | $39.3 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,264 | $39.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 3,667 | $35.4 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,207 | $32.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 2,696 | $30.8 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V316 | S&P500 EQL MAT | 1,865 | $30.4 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,312 | $27.8 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,413 | $27.0 萬 | 0.2% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 5,541 | $24.7 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,122 | $22.4 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 8,300 | $22.1 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A789 | ST STR SP INS | 5,595 | $22.0 萬 | 0.2% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 2,190 | $21.9 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 1,636 | $21.5 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 1,140 | $21.4 萬 | 0.2% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,445 | $21.3 萬 | 0.2% | – | – | – |
| CMCSAComcast Corp | Stock | 5,591 | $21.2 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 990 | $21.0 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 323 | $20.7 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,116 | $20.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 17,700 | $20.3 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,211 | $20.3 萬 | 0.2% | – | – | 歷史 |