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Portfolio (Quarterly) Guide ↗

Yeomans Consulting Group, Inc.

· CIK 0002014739
13F Portfolio $341M AUM 113 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 38 New 38 Added 32 Reduced 24 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BNDX VANGUARD CHARLOTTE FDS 407,361.0 $19.7M 5.77% NEW $48.32 -0.2%
2 BND VANGUARD BD INDEX FDS 259,795.0 $19.2M 5.64% NEW $74.07 -1.2%
3 SEIM SEI EXCHANGE TRADED FUNDS 367,435.0 $16.9M 4.97% NEW $46.13 +16.8%
4 EFV ISHARES TR 220,550.0 $15.7M 4.62% NEW $71.41 +11.2%
5 IWC ISHARES TR 66,718.0 $10.5M 3.08% NEW $157.70 +21.0%
6 SEIQ SEI EXCHANGE TRADED FUNDS 109,229.0 $4.3M 1.25% NEW $38.93 +3.0%
7 BIL SPDR SERIES TRUST 44,547.0 $4.1M 1.19% NEW $91.38 +0.3%
8 SEIV SEI EXCHANGE TRADED FUNDS 85,421.0 $3.5M 1.04% NEW $41.50 +14.3%
9 LQD ISHARES TR 22,722.0 $2.5M 0.73% NEW $110.19 -1.3%
10 DFIP DIMENSIONAL ETF TRUST 59,722.0 $2.5M 0.73% NEW $41.56 +0.5%
11 IEMG ISHARES INC 24,418.0 $1.6M 0.48% NEW $67.22 +24.4%
12 IYH ISHARES TR 19,961.0 $1.3M 0.38% NEW $65.10 -4.0%
13 IDU ISHARES TR 11,586.0 $1.3M 0.37% NEW $108.36 +5.6%
14 MU MICRON TECHNOLOGY INC Technology 3,035.0 $866K 0.25% NEW $285.41 +213.9%
15 KLAC KLA CORP Technology 675.0 $820K 0.24% NEW $1215.08 +65.5%
16 VEA VANGUARD TAX-MANAGED FDS 10,489.0 $655K 0.19% NEW $62.47 +14.9%
17 VPLS VANGUARD MALVERN FDS 8,176.0 $639K 0.19% NEW $78.11 -1.0%
18 AMD ADVANCED MICRO DEVICES INC Technology 2,334.0 $500K 0.15% NEW $214.16 +135.3%
19 CIEN CIENA CORP Technology 1,943.0 $454K 0.13% NEW $233.87 +157.6%
20 COHR COHERENT CORP Technology 2,388.0 $441K 0.13% NEW $184.57 +106.6%
Page 1 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.9%
Technology 18.1%
Consumer Defensive 5.9%
Communication Services 4.6%
Consumer Cyclical 4.6%
Industrials 2.3%
Basic Materials 1.8%
Energy 1.2%
Healthcare 1.0%
Utilities 0.7%