Yoder Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Walnut Creek, CA
CIK
0001973967
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 112 166,514 AAPL, VIG, QUAL, VUG 13F-HR 10/23/2024 000121465924017832
Q2 2024 103 154,452 AAPL, QUAL, VIG, VUG 13F-HR 7/23/2024 000121465924012834
Q1 2024 108 153,255 AAPL, USFR, VIG, QUAL 13F-HR 4/19/2024 000121465924007157
Q4 2023 97 141,723 AAPL, USFR, VIG, QUAL 13F-HR 2/2/2024 000121465924001721
Q3 2023 77 121,225 AAPL, USFR, VIG, LTPZ 13F-HR 10/18/2023 000121465923013561
Q2 2023 82 126,952 AAPL, LTPZ, USFR, VIG 13F-HR 8/4/2023 000121465923010779
Q1 2023 74 120,314 AAPL, LTPZ, VIG, USFR 13F-HR 5/15/2023 000121465923007216