Nicholas B. Yeomans

@Yeomans Consulting Group, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$267.011M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSFTMicrosoft Corp Recent Activity Increased 6.66%	0.63%	$1.667M 3,956 shares@ $421.5 avg price	Increased 6.66%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 3.95%	0.56%	$1.482M 2,529 shares@ $586.08 avg price	Increased 3.95%
DEHPDimensional Etf Trust Recent Activity Increased 1.83%	0.47%	$1.251M 50,548 shares@ $24.75 avg price	Increased 1.83%
HYMBSpdr Ser Tr Recent Activity Increased 1.6%	0.41%	$1.092M 42,672 shares@ $25.59 avg price	Increased 1.6%
IYFIshares Tr Recent Activity Increased 28.31%	0.32%	$834,547 7,547 shares@ $110.58 avg price	Increased 28.31%
IDUIshares Tr Recent Activity Increased 38.72%	0.32%	$831,447 8,642 shares@ $96.22 avg price	Increased 38.72%
NFLXNetflix Inc Recent Activity Increased 39.69%	0.24%	$627,489 704 shares@ $891.32 avg price	Increased 39.69%
SHYGIshares Tr Recent Activity Increased 0.13%	0.22%	$573,488 13,459 shares@ $42.62 avg price	Increased 0.13%
GOOGLAlphabet Inc Recent Activity Increased 1.99%	0.22%	$564,493 2,982 shares@ $189.31 avg price	Increased 1.99%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 0.18%	0.2%	$528,978 1,167 shares@ $453.29 avg price	Increased 0.18%