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| Name: |
Yeomans Consulting Group Inc. |
| City: |
Marietta |
| State: |
GA |
| Zip: |
30060 |
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data |
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| Holdings
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26 |
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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 |
|
VUG |
Vanguard Growth VIPERS |
3 |
- |
$345.65 |
$21,346,000 |
62,015 |
9.35% |
7,156,000 |
16,370 |
0.023 |
Closed - End Fund - E... |
|
|
IAU |
iShares COMEX Gold Trust |
8 |
- |
$44.57 |
$8,922,000 |
212,383 |
3.91% |
3,094,000 |
63,061 |
0.012 |
Closed - End Fund - E... |
|
|
EFAV |
Ishares Msci Eafe Minimum V... |
12 |
- |
$0.00 |
$5,346,000 |
75,430 |
2.34% |
175,000 |
851 |
0.05 |
N/A |
|
|
DISV |
Dfa Dimensional Internation... |
15 |
- |
$0.00 |
$3,572,000 |
131,388 |
1.56% |
236,000 |
2,014 |
0.146 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
16 |
- |
$79.36 |
$3,064,000 |
38,059 |
1.34% |
128,000 |
1,939 |
0.004 |
Closed - End Fund - Debt |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
17 |
- |
$0.00 |
$3,031,000 |
36,267 |
1.33% |
229,000 |
355 |
0.001 |
N/A |
|
|
DIHP |
Dfa Dimensional Internatl H... |
18 |
- |
$0.00 |
$2,543,000 |
94,395 |
1.11% |
189,000 |
2,667 |
0.105 |
N/A |
|
|
DVY |
iShares Dow Select Div |
19 |
- |
$124.90 |
$2,378,000 |
19,307 |
1.04% |
148,000 |
284 |
0.013 |
Closed - End Fund - E... |
|
|
HD |
Home Depot Inc |
24 |
- |
$340.50 |
$1,744,000 |
4,547 |
0.76% |
177,000 |
24 |
0 |
Home Improvement Stores |
|
|
AAPL |
Apple Inc |
25 |
- |
$187.43 |
$1,576,000 |
9,191 |
0.69% |
-137,000 |
296 |
0 |
Personal Computers |
|
|
DEHP |
Dfa Dimensional Emerging Mk... |
28 |
- |
$0.00 |
$1,175,000 |
47,324 |
0.51% |
60,000 |
1,322 |
0.526 |
N/A |
|
|
RWR |
Dow Jones Wilshire REIT |
30 |
- |
$92.02 |
$1,145,000 |
12,146 |
0.5% |
32,000 |
469 |
0.078 |
Closed - End Fund - E... |
|
|
AVGO |
Broadcom Limited |
37 |
- |
$1,380.03 |
$667,000 |
503 |
0.29% |
298,000 |
172 |
0 |
Semiconductor- Broad... |
|
|
AMZN |
Amazon.com Inc |
38 |
- |
$187.07 |
$591,000 |
3,275 |
0.26% |
102,000 |
58 |
0 |
Internet Software & S... |
|
|
NRG |
NRG Energy Inc |
40 |
- |
$82.08 |
$571,000 |
8,430 |
0.25% |
369,000 |
4,530 |
0.003 |
Electric Utilities |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
42 |
- |
$42.16 |
$562,000 |
13,199 |
0.25% |
64,000 |
1,397 |
0.001 |
N/A |
|
|
SO |
Southern Co |
43 |
- |
$78.71 |
$541,000 |
7,543 |
0.24% |
46,000 |
486 |
0.001 |
Electric Utilities |
|
|
BRK.B |
Berkshire Hathaway B |
45 |
- |
$410.24 |
$501,000 |
1,191 |
0.22% |
95,000 |
53 |
0 |
Property & Casualty I... |
|
|
AFRM |
Affirm Holdings, Inc. |
52 |
- |
$0.00 |
$421,000 |
11,294 |
0.18% |
-121,000 |
274 |
0.005 |
N/A |
|
|
HYG |
iShares iBoxx $ High Yield ... |
55 |
- |
$77.00 |
$349,000 |
4,489 |
0.15% |
15,000 |
171 |
0 |
Closed - End Fund - E... |
|
|
UNH |
Unitedhealth Group Inc |
56 |
- |
$513.88 |
$329,000 |
666 |
0.14% |
9,000 |
58 |
0 |
Health Care Plans |
|
|
COST |
Costco Wholesale Corp |
59 |
- |
$777.90 |
$311,000 |
424 |
0.14% |
47,000 |
24 |
0 |
Discount, Variety Stores |
|
|
JPM |
JP Morgan Chase & Co |
60 |
- |
$201.51 |
$304,000 |
1,519 |
0.13% |
51,000 |
30 |
0 |
Domestic Money Center... |
|
|
V |
Visa Inc |
63 |
- |
$277.74 |
$287,000 |
1,030 |
0.13% |
30,000 |
43 |
0 |
Business Services |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
65 |
- |
$124.04 |
$261,000 |
2,084 |
0.11% |
20,000 |
13 |
0.002 |
Closed - End Fund - E... |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
67 |
- |
$154.61 |
$258,000 |
1,654 |
0.11% |
32,000 |
98 |
0.002 |
Closed - End Fund - E... |
|
