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Home > Institutional Investor > Yoder Wealth Management, Inc. > Profile

Instuitional Investor - Yoder Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Yoder Wealth Management, Inc.
Portfolio Value $211,334,026
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Covington Trust
 69,255 $15,386,383 7.28%
2.
Apple Inc.
 AAPL 48,345 $12,310,087 5.82%
3.
Vanguard Index Fds - GROWTH ETF
 20,614 $9,871,478 4.67%
4.
Ishares Trust
 VLUE 41,775 $8,081,382 3.82%
5.
Vanguard Specialized Funds - DIV APP ETF
 37,381 $8,066,446 3.82%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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