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Nicholas B. Yeomans

@Yeomans Consulting Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$267.011MTotal holdings97
Assets growth rate-0.17%Assets growth rate (2-Q avg)1.61%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Yeomans Consulting Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Yeomans Consulting Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 267.011M in assets, with a quarterly growth rate of -0.17% and a 2-quarter average growth rate of 1.61%. The portfolio is managed by Nicholas B. Yeomans, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IGBHIshares U S Etf Tr
Recent Activity
Decreased -17.48%
3.56%
$9.485M
389,993 shares@ $24.33 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 18.91%
2.85%
$7.601M
246,954 shares@ $30.78 avg price
EFAVIshares Tr
Recent Activity
Decreased -31.93%
2.03%
$5.415M
76,586 shares@ $70.71 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 6.09%
1.8%
$4.804M
95,824 shares@ $50.13 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.82%
1.52%
$4.058M
99,168 shares@ $40.93 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -15.68%
1.49%
$3.977M
13,722 shares@ $289.82 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 1.08%
1.33%
$3.531M
132,900 shares@ $26.57 avg price
USMVIshares Tr
Recent Activity
Increased 2.46%
1.17%
$3.11M
35,032 shares@ $88.79 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 0.9%
1.14%
$3.031M
37,766 shares@ $80.28 avg price
DIHPDimensional Etf Trust
Recent Activity
Decreased -1.06%
0.93%
$2.469M
97,857 shares@ $25.23 avg price