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Darren Yoder

Dynamic Financial Group

Assets Managed
$122.285M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
4.33%(2Q avg: 3.05%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Financial Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Dynamic Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 122.285M in assets, with a quarterly growth rate of 4.33% and a 2-quarter average growth rate of 3.05%. The portfolio is managed by Darren Yoder, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -0.59%
35.88%
$43.873M
435,857 shares@ $100.66 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 18.1%
16.8%
$20.541M
407,794 shares@ $50.37 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 1.33%
4.93%
$6.025M
14,129 shares@ $426.41 avg price
DE
Deere & Co
Recent Activity
Decreased -15.06%
4.11%
$5.022M
8,916 shares@ $563.31 avg price
VZ
Verizon Communications Inc
Recent Activity
Decreased -0.27%
3.58%
$4.372M
87,082 shares@ $50.2 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -0.06%
2.09%
$2.554M
11,952 shares@ $213.67 avg price
NUV
Nuveen Municipal Value
Recent Activity
Increased 0.11%
1.98%
$2.413M
268,377 shares@ $9.0 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 19.16%
1.95%
$2.377M
26,253 shares@ $90.54 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 52.8%
1.81%
$2.209M
18,997 shares@ $116.29 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Increased 9.3%
1.77%
$2.155M
22,304 shares@ $96.62 avg price

1-10 of 69