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  Name: YARGER WEALTH STRATEGIES LLC
  City: WESTERVILLE
  State: OH
  Zip: 43081
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $146,864,000
  Total Value Change : $22,941,000
  Securities Held Change : 13
   
All Securities Held : 78
  New Positions : 14
  Closed Positions : 2
  Increased Positions : 40
  Unchanged Positions : 3
  Decreased Positions : 21

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 14 New $31.62 $2,993,000 93,669 2.04% 2,993,000 93,669 0.01    N/A
   (PFEB)1 Year Chart         PFEB Innovator S&p 500 Power Buf... 16 New $0.00 $2,963,000 86,734 2.02% 2,963,000 86,734 0.549    N/A
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 19 New $0.00 $2,417,000 26,329 1.65% 2,417,000 26,329 0.003    Closed - End Fund - E...
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 21 New $0.00 $2,076,000 56,407 1.41% 2,076,000 56,407 0.127    N/A
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... 26 New $0.00 $1,644,000 42,040 1.12% 1,644,000 42,040 0.046    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 36 New $80.34 $807,000 10,104 0.55% 807,000 10,104 0.001    Closed - End Fund - E...
   (FBCG)1 Year Chart         FBCG Fidelity Blue Chip Growth ETF 39 New $0.00 $661,000 17,186 0.45% 661,000 17,186 0.019    N/A
   (SFLR)1 Year Chart         SFLR Innovator Equity Managed Fl... 65 New $0.00 $246,000 8,201 0.17% 246,000 8,201 0.091    N/A
   (RCKY)1 Year Chart         RCKY Rocky Brands Inc 66 New $34.39 $245,000 9,045 0.17% 245,000 9,045 0.125    Textile - Apparel Foo...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 73 New $760.00 $215,000 276 0.15% 215,000 276 0    Drug Manufacturers - ...
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 74 New $220.24 $213,000 941 0.15% 213,000 941 0.008    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 75 New $168.65 $205,000 1,358 0.14% 205,000 1,358 0    Search Engines & Info...
   (PG)1 Year Chart         PG Procter & Gamble Co 76 New $166.85 $204,000 1,259 0.14% 204,000 1,259 0    Cleaning Products
   (CAT)1 Year Chart         CAT Caterpillar Inc 77 New $354.79 $201,000 550 0.14% 201,000 550 0    Farm & Construction M...
      14 Records Found
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Page 1 of 1
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