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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
KOCoca Cola Co
Recent Activity
Decreased -7%
0.9%
$2.4M
38,552 shares@ $62.27 avg price
DVYIshares Tr
Recent Activity
Decreased -4.74%
0.89%
$2.375M
18,093 shares@ $131.3 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Decreased -0.43%
0.87%
$2.303M
36,461 shares@ $63.15 avg price
AAPLApple Inc
Recent Activity
Decreased -13.61%
0.85%
$2.261M
9,030 shares@ $250.43 avg price
SUBIshares Tr
Recent Activity
Increased 0.14%
0.85%
$2.258M
21,403 shares@ $105.48 avg price
HDHome Depot Inc
Recent Activity
Decreased -11.33%
0.84%
$2.231M
5,736 shares@ $389.0 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 2.2%
0.63%
$1.67M
34,497 shares@ $48.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.66%
0.63%
$1.667M
3,956 shares@ $421.5 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.95%
0.56%
$1.482M
2,529 shares@ $586.08 avg price
DEHPDimensional Etf Trust
Recent Activity
Increased 1.83%
0.47%
$1.251M
50,548 shares@ $24.75 avg price