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☆Yeomans Consulting Group, Inc.

CIK 0002014739 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.073
AUM ($M)
341
Positions
113
Turnover
0.40
Top-10 wt
58%
Herfindahl
0.041
History (qtrs)
4
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 137 positions · portfolio value $341M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VV funds › VANGUARD INDEX FDS TRIM — 9.3% -1.5% 31.8 101,070 -371 3 —
☆IAU funds › ISHARES GOLD TR TRIM — 7.9% -1.3% 26.9 331,438 -32,724 3 —
☆QQQ funds › INVESCO QQQ TR ADD — 6.6% +0.5% 22.6 36,854 +7,295 3 —
☆BNDX funds › VANGUARD CHARLOTTE FDS NEW — 5.8% +5.8% 19.7 407,361 +407,361 1 —
☆BND funds › VANGUARD BD INDEX FDS NEW — 5.6% +5.6% 19.2 259,795 +259,795 1 —
☆SEIM funds › SEI EXCHANGE TRADED FUNDS NEW — 5.0% +5.0% 16.9 367,435 +367,435 1 —
☆EFV funds › ISHARES TR NEW — 4.6% +4.6% 15.7 220,550 +220,550 1 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 4.6% +2.7% 15.6 310,975 +202,118 3 —
☆EEM funds › ISHARES TR TRIM — 4.6% -0.8% 15.6 285,278 -6,679 2 —
☆EFA funds › ISHARES TR ADD — 4.5% -0.7% 15.4 160,433 +1,062 3 —
☆IWC funds › ISHARES TR NEW — 3.1% +3.1% 10.5 66,718 +66,718 1 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 2.2% +1.1% 7.5 151,299 +86,585 3 —
☆VWOB funds › VANGUARD WHITEHALL FDS ADD — 2.1% +1.1% 7.2 107,410 +61,398 3 —
☆EFAV funds › ISHARES TR ADD — 2.1% -0.3% 7.1 82,525 +1,373 3 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM — 1.6% -2.4% 5.3 140,272 -178,822 3 —
☆SUB funds › ISHARES TR ADD — 1.5% +0.7% 5.2 49,074 +25,288 3 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 1.5% -0.2% 5.2 112,065 +2,901 3 —
☆KO funds › COCA COLA CO TRIM — 1.4% -0.2% 4.8 68,942 -78 3 —
☆SEIQ funds › SEI EXCHANGE TRADED FUNDS NEW — 1.2% +1.2% 4.3 109,229 +109,229 1 —
☆IGBH funds › ISHARES U S ETF TR TRIM — 1.2% -1.9% 4.2 168,508 -203,056 3 —
☆BIL funds › SPDR SERIES TRUST NEW — 1.2% +1.2% 4.1 44,547 +44,547 1 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.2% +0.2% 3.9 11,768 +3,293 3 —
☆USMV funds › ISHARES TR ADD — 1.1% -0.2% 3.7 39,679 +800 3 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 1.1% -0.1% 3.7 115,905 +1,969 3 —
☆SEIV funds › SEI EXCHANGE TRADED FUNDS NEW — 1.0% +1.0% 3.5 85,421 +85,421 1 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.7% -0.1% 2.6 30,461 +416 3 —
☆LQD funds › ISHARES TR NEW — 0.7% +0.7% 2.5 22,722 +22,722 1 —
☆DFIP funds › DIMENSIONAL ETF TRUST NEW — 0.7% +0.7% 2.5 59,722 +59,722 1 —
☆AAPL funds › APPLE INC TRIM — 0.7% -0.1% 2.3 8,292 -60 3 —
☆DVY funds › ISHARES TR ADD — 0.6% -0.1% 2.1 15,231 +270 3 —
☆DEHP funds › DIMENSIONAL ETF TRUST ADD — 0.6% -0.1% 1.9 58,722 +943 3 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.5% -0.1% 1.7 3,615 -76 3 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.3% 1.7 5,548 +2,600 3 —
☆HD funds › HOME DEPOT INC ADD — 0.5% -0.1% 1.7 4,901 +713 3 —
☆SPY funds › SPDR S&P 500 ETF TR ADD — 0.5% -0.1% 1.6 2,414 +65 3 —
☆IEMG funds › ISHARES INC NEW — 0.5% +0.5% 1.6 24,418 +24,418 1 —
☆IYZ funds › ISHARES TR ADD — 0.4% -0.0% 1.3 39,670 +3,519 3 —
☆IYW funds › ISHARES TR ADD — 0.4% -0.0% 1.3 6,529 +373 3 —
☆IYH funds › ISHARES TR NEW — 0.4% +0.4% 1.3 19,961 +19,961 1 —
☆HYMB funds › SPDR SERIES TRUST ADD — 0.4% -0.0% 1.3 51,317 +3,419 3 —
☆IDU funds › ISHARES TR NEW — 0.4% +0.4% 1.3 11,586 +11,586 1 —
☆HYD funds › VANECK ETF TRUST ADD — 0.4% -0.0% 1.2 24,432 +1,494 3 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.3% -0.1% 1.1 5,784 -1,394 3 —
☆AVGO funds › BROADCOM INC TRIM — 0.3% -0.1% 0.9 2,640 -952 3 —
☆WBD funds › WARNER BROS DISCOVERY INC ADD — 0.3% +0.1% 0.9 30,159 +11,193 2 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.3% +0.3% 0.9 3,035 +3,035 1 —
☆APP funds › APPLOVIN CORP TRIM — 0.2% -0.1% 0.8 1,250 -149 3 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.1% 0.8 1,857 +779 2 —
☆KLAC funds › KLA CORP NEW — 0.2% +0.2% 0.8 675 +675 1 —
☆AMZN funds › AMAZON COM INC ADD — 0.2% -0.0% 0.8 3,347 +251 3 —
☆VEA funds › VANGUARD TAX-MANAGED FDS NEW — 0.2% +0.2% 0.7 10,489 +10,489 1 —
☆VPLS funds › VANGUARD MALVERN FDS NEW — 0.2% +0.2% 0.6 8,176 +8,176 1 —
☆SO funds › SOUTHERN CO TRIM — 0.2% -0.1% 0.6 7,265 -394 3 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% -0.0% 0.6 2,061 +44 3 —
☆GE funds › GE AEROSPACE TRIM — 0.2% -0.0% 0.6 1,942 -107 3 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.2% -0.0% 0.6 4,062 +2,031 3 —
☆CSCO funds › CISCO SYS INC ADD — 0.2% -0.0% 0.5 6,971 +309 3 —
☆ASTS funds › AST SPACEMOBILE INC ADD — 0.2% +0.0% 0.5 7,244 +1,077 2 —
☆META funds › META PLATFORMS INC ADD — 0.2% -0.0% 0.5 790 +111 3 —
☆SHYG funds › ISHARES TR ADD — 0.2% -0.0% 0.5 12,019 +376 3 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.1% +0.1% 0.5 2,334 +2,334 1 —
☆NEM funds › NEWMONT CORP TRIM — 0.1% -0.0% 0.5 4,597 -995 2 —
☆CIEN funds › CIENA CORP NEW — 0.1% +0.1% 0.5 1,943 +1,943 1 —
☆COHR funds › COHERENT CORP NEW — 0.1% +0.1% 0.4 2,388 +2,388 1 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% -0.0% 0.4 2,556 -777 2 —
☆CAT funds › CATERPILLAR INC NEW — 0.1% +0.1% 0.4 757 +757 1 —
☆JPM funds › JPMORGAN CHASE & CO. TRIM — 0.1% -0.0% 0.4 1,345 -54 3 —
☆ALB funds › ALBEMARLE CORP NEW — 0.1% +0.1% 0.4 3,052 +3,052 1 —
☆LITE funds › LUMENTUM HLDGS INC TRIM — 0.1% +0.0% 0.4 1,163 -874 2 —
☆TER funds › TERADYNE INC NEW — 0.1% +0.1% 0.4 2,211 +2,211 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.4 2,404 -233 3 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.1% -0.0% 0.4 2,430 -1,237 2 —
☆GLW funds › CORNING INC TRIM — 0.1% -0.0% 0.4 4,766 -895 2 —
☆TEL funds › TE CONNECTIVITY PLC NEW — 0.1% +0.1% 0.4 1,759 +1,759 1 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.1% -0.0% 0.4 454 -73 2 —
☆NFLX funds › NETFLIX INC ADD — 0.1% -0.1% 0.4 4,245 +3,612 3 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.1% -0.1% 0.4 3,492 +24 3 —
☆FSLR funds › FIRST SOLAR INC NEW — 0.1% +0.1% 0.4 1,499 +1,499 1 —
☆BNY funds › BANK NEW YORK MELLON CORP TRIM — 0.1% -0.0% 0.4 3,362 -183 3 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.1% -0.0% 0.4 3,235 -170 3 —
☆APH funds › AMPHENOL CORP NEW TRIM — 0.1% -0.0% 0.4 2,846 -189 3 —
☆BLTE funds › BELITE BIO INC NEW — 0.1% +0.1% 0.4 2,399 +2,399 1 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.4 10,342 +10,342 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% -0.0% 0.4 755 +34 3 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.1% -0.0% 0.4 1,374 -390 2 —
☆DB funds › DEUTSCHE BANK A G TRIM — 0.1% -0.0% 0.4 9,759 -389 3 —
☆MPWR funds › MONOLITHIC PWR SYS INC NEW — 0.1% +0.1% 0.4 411 +411 1 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.1% +0.1% 0.4 2,285 +2,285 1 —
☆SQM funds › SOCIEDAD QUIMICA Y MINERA DE NEW — 0.1% +0.1% 0.4 5,380 +5,380 1 —
☆AU funds › ANGLOGOLD ASHANTI PLC NEW — 0.1% +0.1% 0.4 4,263 +4,263 1 —
☆JMIA funds › JUMIA TECHNOLOGIES AG TRIM — 0.1% -0.1% 0.4 28,780 -10,315 2 —
☆SOFI funds › SOFI TECHNOLOGIES INC TRIM — 0.1% -0.1% 0.3 13,175 -4,679 2 —
☆MP funds › MP MATERIALS CORP ADD — 0.1% -0.0% 0.3 6,483 +1,442 3 —
☆INSM funds › INSMED INC NEW — 0.1% +0.1% 0.3 1,871 +1,871 1 —
☆T funds › AT&T INC ADD — 0.1% -0.0% 0.3 12,958 +961 3 —
☆CAN funds › CANAAN INC NEW — 0.1% +0.1% 0.3 463,223 +463,223 1 —
☆GOOG funds › ALPHABET INC NEW — 0.1% +0.1% 0.3 1,002 +1,002 1 —
☆VOE funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.3 1,713 +1,713 1 —
☆HYG funds › ISHARES TR ADD — 0.1% -0.0% 0.3 3,669 +39 3 —
☆COST funds › COSTCO WHSL CORP NEW HOLD — 0.1% -0.0% 0.3 341 +0 3 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 0.3 1,159 -6 2 —
☆CVX funds › CHEVRON CORP NEW TRIM — 0.1% -0.0% 0.3 1,808 -112 3 —
☆VOT funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.3 925 +0 3 —
☆UPS funds › UNITED PARCEL SERVICE INC NEW — 0.1% +0.1% 0.3 2,522 +2,522 1 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.1% -0.0% 0.2 400 +8 3 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.1% -0.0% 0.2 4,555 -336 3 —
☆MMM funds › 3M CO ADD — 0.1% -0.0% 0.2 1,382 +41 3 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.2 620 -43 3 —
☆VUG funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.2 442 -20 3 —
☆YUM funds › YUM BRANDS INC ADD — 0.1% -0.0% 0.2 1,421 +4 3 —
☆LLY funds › ELI LILLY & CO NEW — 0.1% +0.1% 0.2 198 +198 1 —
☆WMT funds › WALMART INC NEW — 0.1% +0.1% 0.2 1,908 +1,908 1 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.1% -0.0% 0.2 234 -37 2 —
☆DASH funds › DOORDASH INC EXIT — 0.0% -0.1% 0.0 0 -1,428 0 —
☆ANET funds › ARISTA NETWORKS INC EXIT — 0.0% -0.1% 0.0 0 -2,681 0 —
☆EBAY funds › EBAY INC. EXIT — 0.0% -0.2% 0.0 0 -5,289 0 —
☆DFIV funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -3.1% 0.0 0 -193,749 0 —
☆COWG funds › PACER FDS TR EXIT — 0.0% -5.0% 0.0 0 -399,396 0 —
☆BIV funds › VANGUARD BD INDEX FDS EXIT — 0.0% -6.6% 0.0 0 -243,563 0 —
☆IDXX funds › IDEXX LABS INC EXIT — 0.0% -0.2% 0.0 0 -725 0 —
☆RDDT funds › REDDIT INC EXIT — 0.0% -0.1% 0.0 0 -1,689 0 —
☆ALNY funds › ALNYLAM PHARMACEUTICALS INC EXIT — 0.0% -0.2% 0.0 0 -984 0 —
☆IYC funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -11,597 0 —
☆TME funds › TENCENT MUSIC ENTMT GROUP EXIT — 0.0% -0.1% 0.0 0 -14,577 0 —
☆ALAB funds › ASTERA LABS INC EXIT — 0.0% -0.2% 0.0 0 -2,507 0 —
☆ORCL funds › ORACLE CORP EXIT — 0.0% -0.2% 0.0 0 -2,310 0 —
☆RBLX funds › ROBLOX CORP EXIT — 0.0% -0.2% 0.0 0 -3,341 0 —
☆RKLB funds › ROCKET LAB CORP EXIT — 0.0% -0.2% 0.0 0 -9,365 0 —
☆FUTU funds › FUTU HLDGS LTD EXIT — 0.0% -0.1% 0.0 0 -1,911 0 —
☆QS funds › QUANTUMSCAPE CORP EXIT — 0.0% -0.2% 0.0 0 -32,231 0 —
☆BKLN funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -2.6% 0.0 0 -361,454 0 —
☆MTUM funds › ISHARES TR EXIT — 0.0% -5.3% 0.0 0 -59,839 0 —
☆IYF funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -9,687 0 —
☆GEV funds › GE VERNOVA INC EXIT — 0.0% -0.2% 0.0 0 -720 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.1% 0.0 0 -676 0 —
☆TPR funds › TAPESTRY INC EXIT — 0.0% -0.2% 0.0 0 -4,140 0 —
☆FLOT funds › ISHARES TR EXIT — 0.0% -2.5% 0.0 0 -140,385 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q4 341 113 0.40 58% 0.041 0.064 — in
2025Q3 290 99 0.30 61% 0.047 0.143 — in
2025Q2 242 100 0.34 54% 0.040 0.085 — entered
2025Q1 259 68 0.00 66% 0.055 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status