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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 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIL SPDR SERIES TRUST 44,547.0 $4.1M 1.19% NEW $91.38 +0.3%
22 VTI VANGUARD INDEX FDS 11,768.0 $3.9M 1.16% +3K +38.9% $335.27 +10.2%
23 USMV ISHARES TR 39,679.0 $3.7M 1.09% +800.0 +2.1% $94.16 +2.5%
24 DIHP DIMENSIONAL ETF TRUST 115,905.0 $3.7M 1.07% +2K +1.7% $31.67 +8.3%
25 SEIV SEI EXCHANGE TRADED FUNDS 85,421.0 $3.5M 1.04% NEW $41.50 +14.3%
26 VCIT VANGUARD SCOTTSDALE FDS 30,461.0 $2.6M 0.75% +416.0 +1.4% $83.75 -1.4%
27 LQD ISHARES TR 22,722.0 $2.5M 0.73% NEW $110.19 -1.3%
28 DFIP DIMENSIONAL ETF TRUST 59,722.0 $2.5M 0.73% NEW $41.56 +0.5%
29 AAPL APPLE INC Technology 8,292.0 $2.3M 0.66% -60.0 -0.7% $271.86 +13.4%
30 DVY ISHARES TR 15,231.0 $2.1M 0.63% +270.0 +1.8% $141.14 +10.0%
31 DEHP DIMENSIONAL ETF TRUST 58,722.0 $1.9M 0.56% +943.0 +1.6% $32.25 +33.9%
32 MSFT MICROSOFT CORP Technology 3,615.0 $1.7M 0.51% -76.0 -2.1% $483.62 -14.0%
33 GOOGL ALPHABET INC Communication Services 5,548.0 $1.7M 0.51% +3K +88.2% $313.00 +24.2%
34 HD HOME DEPOT INC Consumer Cyclical 4,901.0 $1.7M 0.49% +713.0 +17.0% $344.10 -9.8%
35 SPY SPDR S&P 500 ETF TR Financial Services 2,414.0 $1.6M 0.48% +65.0 +2.8% $681.92 +10.1%
36 IEMG ISHARES INC 24,418.0 $1.6M 0.48% NEW $67.22 +24.4%
37 IYZ ISHARES TR 39,670.0 $1.3M 0.39% +4K +9.7% $33.90 +32.0%
38 IYW ISHARES TR 6,529.0 $1.3M 0.38% +373.0 +6.1% $199.68 +23.9%
39 IYH ISHARES TR 19,961.0 $1.3M 0.38% NEW $65.10 -4.0%
40 HYMB SPDR SERIES TRUST 51,317.0 $1.3M 0.38% +3K +7.1% $24.94 +0.5%
Page 2 of 6  ·  113 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%