The Analysis of Yoder Wealth Management, Inc.'s Holdings

Currently, Yoder Wealth Management, Inc. holds 119 types of securities in its portfolio with a total value $219.6M. In the most recent quarter, they have increased their positions in FTEC (+17.4K shares, valued at $3.9M), XLK (+12.2K shares, valued at $1.8M), FCOM (+14.8K shares, valued at $1.1M); decreased their positions in VIG (-7.0K shares, valued at $1.5M), VUG (-3.1K shares, valued at $1.5M), QUAL (-6.1K shares, valued at $1.2M); initiated new positions in BOXX (+3.6K shares, valued at $414.4K), LLY (+253 shares, valued at $271.9K), AMD (+1.1K shares, valued at $239.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTEC FIDELITY COVINGTON TRUST86.6K shares25.11%2025-12-312026-01-22

AAPL APPLE INC46.9K shares-3.06%2025-12-312026-01-22

VUG VANGUARD INDEX FDS17.6K shares-14.84%2025-12-312026-01-22

FCOM FIDELITY COVINGTON TRUST97.7K shares17.88%2025-12-312026-01-22

FHLC FIDELITY COVINGTON TRUST95.2K shares8.95%2025-12-312026-01-22

QUAL ISHARES TR35.7K shares-14.54%2025-12-312026-01-22

RSPT INVESCO EXCHANGE TRADED FD T153.5K shares-2.51%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS30.4K shares-18.60%2025-12-312026-01-22

Sponsored

FNCL FIDELITY COVINGTON TRUST81.8K shares19.42%2025-12-312026-01-22

FIDU FIDELITY COVINGTON TRUST74.6K shares3.58%2025-12-312026-01-22

LTPZ PIMCO ETF TR114.5K shares2.62%2025-12-312026-01-22

VCIT VANGUARD SCOTTSDALE FDS68.4K shares-0.59%2025-12-312026-01-22

FDIS FIDELITY COVINGTON TRUST51.9K shares16.05%2025-12-312026-01-22

USFR WISDOMTREE TR92.8K shares-12.62%2025-12-312026-01-22

IBTL ISHARES TR216.5K shares-2.00%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR27.1K shares81.71%2025-12-312026-01-22

Sponsored

VTI VANGUARD INDEX FDS11.4K shares0.55%2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T77.3K shares-1.15%2025-12-312026-01-22

ABNB AIRBNB INC26.4K shares0.32%2025-12-312026-01-22

RSPF INVESCO EXCHANGE TRADED FD T43.3K shares-1.16%2025-12-312026-01-22

IBIH ISHARES TR129.8K shares3.17%2025-12-312026-01-22

FENY FIDELITY COVINGTON TRUST121.9K shares9.37%2025-12-312026-01-22

TFLO ISHARES TR53.1K shares-17.31%2025-12-312026-01-22

FUTY FIDELITY COVINGTON TRUST48.2K shares7.37%2025-12-312026-01-22

Sponsored

TLT ISHARES TR29.4K shares-1.47%2025-12-312026-01-22

ALPHABET INC ALPHABET INC8.0K shares4.28%2025-12-312026-01-22

FNDA SCHWAB STRATEGIC TR76.7K shares0.00%2025-12-312026-01-22

AMZN AMAZON COM INC10.4K shares-0.58%2025-12-312026-01-22

IBTM ISHARES TR100.4K shares47.14%2025-12-312026-01-22

XYZ BLOCK INC34.4K shares-4.18%2025-12-312026-01-22

DFUS DIMENSIONAL ETF TRUST30.1K shares-2.06%2025-12-312026-01-22

FSTA FIDELITY COVINGTON TRUST44.6K shares22.78%2025-12-312026-01-22

Sponsored

XSOE WISDOMTREE TR55.8K shares-0.92%2025-12-312026-01-22

RSPH INVESCO EXCHANGE TRADED FD T67.8K shares-4.50%2025-12-312026-01-22

MSFT MICROSOFT CORP4.3K shares6.27%2025-12-312026-01-22

DFAE DIMENSIONAL ETF TRUST64.3K shares-0.68%2025-12-312026-01-22

NVDA NVIDIA CORPORATION11.2K shares6.48%2025-12-312026-01-22

TDTF FLEXSHARES TR85.2K shares-0.37%2025-12-312026-01-22

FNDB SCHWAB STRATEGIC TR72.6K shares-0.57%2025-12-312026-01-22

RSPD INVESCO EXCHANGE TRADED FD T31.4K shares-5.14%2025-12-312026-01-22

Sponsored

FNDX SCHWAB STRATEGIC TR64.2K shares0.00%2025-12-312026-01-22

IQLT ISHARES TR31.7K shares0.00%2025-12-312026-01-22

FMAT FIDELITY COVINGTON TRUST25.3K shares8.28%2025-12-312026-01-22

RSPC INVESCO EXCHANGE TRADED FD T32.8K shares-0.80%2025-12-312026-01-22

META META PLATFORMS INC1.8K shares3.81%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC6.1K shares-1.47%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR37.9K shares-3.80%2025-12-312026-01-22

DFAU DIMENSIONAL ETF TRUST21.9K shares-16.06%2025-12-312026-01-22

Sponsored

BROADCOM INC BROADCOM INC2.9K shares6.12%2025-12-312026-01-22

SCHH SCHWAB STRATEGIC TR46.6K shares38.46%2025-12-312026-01-22

RSPS INVESCO EXCHANGE TRADED FD T32.5K shares2.73%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS14.8K shares0.00%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares1.78%2025-12-312026-01-22

IBTK ISHARES TR40.5K shares0.37%2025-12-312026-01-22

FALN ISHARES TR28.6K shares3.62%2025-12-312026-01-22

VCR VANGUARD WORLD FD2.0K shares2.33%2025-12-312026-01-22

Sponsored

IBDW ISHARES TR32.7K shares38.62%2025-12-312026-01-22

TSLA TESLA INC1.5K shares4.77%2025-12-312026-01-22

IWY ISHARES TR2.4K shares0.00%2025-12-312026-01-22

SPDW SPDR INDEX SHS FDS14.3K shares0.00%2025-12-312026-01-22

VTV VANGUARD INDEX FDS3.2K shares0.00%2025-12-312026-01-22

VHT VANGUARD WORLD FD2.1K shares-7.95%2025-12-312026-01-22

V VISA INC1.7K shares0.85%2025-12-312026-01-22

FXE INVESCO CURRENCYSHARES EURO5.0K shares127.27%2025-12-312026-01-22

Sponsored

IBTG ISHARES TR23.2K shares6.41%2025-12-312026-01-22

DFAC DIMENSIONAL ETF TRUST13.4K shares-36.18%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.1.6K shares2.71%2025-12-312026-01-22

VOE VANGUARD INDEX FDS2.9K shares0.00%2025-12-312026-01-22

VV VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.6K shares-4.53%2025-12-312026-01-22

SCHP SCHWAB STRATEGIC TR18.4K shares0.00%2025-12-312026-01-22

DFAR DIMENSIONAL ETF TRUST19.5K shares3.25%2025-12-312026-01-22

Sponsored

VGT VANGUARD WORLD FD571 shares0.00%2025-12-312026-01-22

VOX VANGUARD WORLD FD2.2K shares0.00%2025-12-312026-01-22

FNDC SCHWAB STRATEGIC TR9.3K shares-14.61%2025-12-312026-01-22

BOXX EA SERIES TRUST3.6K sharesnew addition2025-12-312026-01-22

VAW VANGUARD WORLD FD1.9K shares-9.07%2025-12-312026-01-22

IBDV ISHARES TR16.9K shares17.36%2025-12-312026-01-22

MA MASTERCARD INCORPORATED641 shares1.91%2025-12-312026-01-22

IYY ISHARES TR2.2K shares0.00%2025-12-312026-01-22

Sponsored

CRM SALESFORCE INC1.4K shares0.51%2025-12-312026-01-22

CITIGROUP INC CITIGROUP INC3.0K shares0.00%2025-12-312026-01-22

VDE VANGUARD WORLD FD2.7K shares-0.58%2025-12-312026-01-22

IWX ISHARES TR3.7K shares0.00%2025-12-312026-01-22

DFAT DIMENSIONAL ETF TRUST5.5K shares0.00%2025-12-312026-01-22

IEF ISHARES TR3.4K shares0.00%2025-12-312026-01-22

IBTH ISHARES TR14.6K shares0.00%2025-12-312026-01-22

IBDR ISHARES TR12.9K shares17.73%2025-12-312026-01-22

Sponsored

CSCO CISCO SYS INC4.0K shares2.21%2025-12-312026-01-22

PSCT INVESCO EXCH TRADED FD TR II5.4K shares0.00%2025-12-312026-01-22

IBDS ISHARES TR12.6K shares3.72%2025-12-312026-01-22

O REALTY INCOME CORP5.4K shares4.43%2025-12-312026-01-22

VBR VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-22

PLD PROLOGIS INC.2.3K shares6.15%2025-12-312026-01-22

IBTI ISHARES TR13.1K shares19.14%2025-12-312026-01-22

RSPM INVESCO EXCHANGE TRADED FD T8.5K shares-6.62%2025-12-312026-01-22

Sponsored

WMT WALMART INC2.6K shares12.28%2025-12-312026-01-22

BSCS INVESCO EXCH TRD SLF IDX FD13.4K shares0.00%2025-12-312026-01-22

LLY ELI LILLY & CO253 sharesnew addition2025-12-312026-01-22

JNJ JOHNSON & JOHNSON1.3K shares5.21%2025-12-312026-01-22

AMT AMERICAN TOWER CORP NEW1.5K shares5.08%2025-12-312026-01-22

DIS DISNEY WALT CO2.3K shares3.02%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO1.8K shares0.50%2025-12-312026-01-22

PSA PUBLIC STORAGE OPER CO973 shares5.42%2025-12-312026-01-22

Sponsored

VZ VERIZON COMMUNICATIONS INC6.2K shares0.57%2025-12-312026-01-22

BSCQ INVESCO EXCH TRD SLF IDX FD12.7K shares0.00%2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE767 shares0.00%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR379 shares0.00%2025-12-312026-01-22

IBII ISHARES TR8.6K shares0.00%2025-12-312026-01-22

ABBV ABBVIE INC952 shares5.31%2025-12-312026-01-22

NOW SERVICENOW INC1.4K shares412.87%2025-12-312026-01-22

Sponsored

TMO THERMO FISHER SCIENTIFIC INC368 sharesnew addition2025-12-312026-01-22

ADBE ADOBE INC608 shares2.70%2025-12-312026-01-22

RSPG INVESCO EXCHANGE TRADED FD T2.6K sharesnew addition2025-12-312026-01-22

XOM EXXON MOBIL CORP1.7K sharesnew addition2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC1.9K sharesnew addition2025-12-312026-01-22

ICE INTERCONTINENTAL EXCHANGE IN1.2K sharesnew addition2025-12-312026-01-22

BSCV INVESCO EXCH TRD SLF IDX FD10.1K shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available