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| Name: |
Yoder Wealth Management Inc. |
| City: |
WALNUT CREEK |
| State: |
CA |
| Zip: |
94596 |
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data |
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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 |
|
IBDS |
Ishares Ibonds Dec 2027 Ter... |
60 |
New |
$0.00 |
$447,000 |
18,800 |
0.29% |
447,000 |
18,800 |
0.013 |
N/A |
|
|
IBDR |
Ishares Ibonds Dec 2026 Ter... |
68 |
New |
$0.00 |
$329,000 |
13,800 |
0.21% |
329,000 |
13,800 |
0.015 |
N/A |
|
|
PLD |
ProLogis Inc |
69 |
New |
$111.50 |
$308,000 |
2,363 |
0.2% |
308,000 |
2,363 |
0 |
REIT - Industrial |
|
|
AMT |
American Tower Corp |
72 |
New |
$194.51 |
$296,000 |
1,497 |
0.19% |
296,000 |
1,497 |
0 |
Integrated Telecommun... |
|
|
DIS |
Walt Disney Co |
82 |
New |
$103.25 |
$253,000 |
2,066 |
0.17% |
253,000 |
2,066 |
0 |
Entertainment - Diver... |
|
|
VZ |
Verizon Communications Inc |
89 |
New |
$40.06 |
$214,000 |
5,095 |
0.14% |
214,000 |
5,095 |
0 |
Telecom Services - Do... |
|
|
EFX |
Equifax Inc |
91 |
New |
$248.75 |
$212,000 |
791 |
0.14% |
212,000 |
791 |
0.001 |
Business Services |
|
|
PSA |
Public Storage Inc |
94 |
New |
$288.67 |
$206,000 |
711 |
0.13% |
206,000 |
711 |
0 |
REIT - Industrial |
|
|
COP |
ConocoPhillips |
95 |
New |
$121.71 |
$204,000 |
1,600 |
0.13% |
204,000 |
1,600 |
0 |
Integrated Oil & Gas |
|
|
O |
Realty Income Corp |
97 |
New |
$55.13 |
$201,000 |
3,707 |
0.13% |
201,000 |
3,707 |
0.001 |
REIT - Retail |
|
