13F HOLDINGS REPORT (Amended)

Yoffe Investment Management, LLC

Quarter ended Q4 2024 · Filed February 26, 2025 · Accession 0001172661-25-001342

Total Value

$67.3M

Positions

114

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (114)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908751	14,458	$3.5M	5.16%
2	VANGUARD INDEX FDS	922908769	8,908	$2.6M	3.83%
3	INTERNATIONAL BUSINESS MACHS	INTR	11,731	$2.6M	3.83%
4	MICROSOFT CORP	MSFT	4,200	$1.8M	2.63%
5	HONEYWELL INTL INC	438516106	7,667	$1.7M	2.57%
6	WALMART INC	WMT	18,683	$1.7M	2.51%
7	PROCTER AND GAMBLE CO	742718109	10,042	$1.7M	2.50%
8	APPLE INC	AAPL	6,212	$1.6M	2.31%
9	VANGUARD INDEX FDS	922908629	5,345	$1.4M	2.10%
10	JPMORGAN CHASE & CO.	VYLD	5,543	$1.3M	1.97%
11	VANGUARD INDEX FDS	922908652	6,622	$1.3M	1.87%
12	VANGUARD WHITEHALL FDS	921946885	16,919	$1.1M	1.59%
13	UNITEDHEALTH GROUP INC	UNH	2,056	$1.0M	1.54%
14	CSX CORP	CSX	31,770	$1.0M	1.52%
15	TRAVELERS COMPANIES INC	TRV	3,987	$960,373	1.43%
16	CATERPILLAR INC	CAT	2,637	$956,667	1.42%
17	HOME DEPOT INC	HD	2,224	$864,968	1.28%
18	VISA INC	V	2,696	$852,124	1.27%
19	AMERICAN EXPRESS CO	AXP	2,804	$832,243	1.24%
20	GOLDMAN SACHS GROUP INC	GSCE	1,396	$799,349	1.19%
21	BANK NEW YORK MELLON CORP	064058100	10,200	$783,666	1.16%
22	ISHARES TR	464287390	37,009	$773,854	1.15%
23	J P MORGAN EXCHANGE TRADED F	46641Q225	10,650	$751,762	1.12%
24	VANGUARD INDEX FDS	922908363	1,384	$745,927	1.11%
25	MERCK & CO INC	MRK	7,387	$734,817	1.09%
26	ISHARES TR	464288281	8,210	$731,008	1.09%
27	MCDONALDS CORP	MCD	2,485	$720,451	1.07%
28	CISCO SYS INC	CSCO	11,949	$707,361	1.05%
29	SPDR INDEX SHS FDS	78463X400	9,117	$691,809	1.03%
30	SCHWAB STRATEGIC TR	808524607	26,537	$686,240	1.02%
31	SCHWAB STRATEGIC TR	808524888	19,330	$663,613	0.99%
32	FRANKLIN TEMPLETON ETF TR	FGDL	27,437	$623,401	0.93%
33	GE AEROSPACE	369604301	3,685	$614,621	0.91%
34	VANGUARD INTL EQUITY INDEX F	922042718	5,212	$596,670	0.89%
35	VERIZON COMMUNICATIONS INC	VZ	14,787	$591,332	0.88%
36	J P MORGAN EXCHANGE TRADED F	46641Q191	10,642	$589,796	0.88%
37	PHILIP MORRIS INTL INC	718172109	4,900	$589,715	0.88%
38	VANGUARD INTL EQUITY INDEX F	922042874	9,232	$585,982	0.87%
39	SIMON PPTY GROUP INC NEW	828806109	3,383	$582,586	0.87%
40	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,241	$562,520	0.84%
41	ISHARES TR	46434V696	9,199	$562,039	0.83%
42	UNION PAC CORP	UNP	2,400	$547,296	0.81%
43	JOHNSON & JOHNSON	JNJ	3,748	$542,031	0.81%
44	VANGUARD INTL EQUITY INDEX F	922042676	13,310	$526,555	0.78%
45	COCA COLA CO	KO	8,420	$524,200	0.78%
46	SPDR SER TR	78468R606	21,941	$514,953	0.76%
47	VANGUARD INTL EQUITY INDEX F	922042866	7,008	$497,820	0.74%
48	DISNEY WALT CO	254687106	4,347	$484,052	0.72%
49	SPDR SER TR	78468R622	4,905	$468,268	0.70%
50	AFLAC INC	AFL	4,496	$465,066	0.69%
51	GSK PLC	GLAXF	13,657	$461,880	0.69%
52	FRANKLIN TEMPLETON ETF TR	FGDL	12,330	$451,291	0.67%
53	BOEING CO	BA-PA	2,526	$447,102	0.66%
54	EXXON MOBIL CORP	XOM	4,007	$431,052	0.64%
55	CHEVRON CORP NEW	CVX	2,971	$430,369	0.64%
56	ISHARES INC	464286426	5,991	$429,255	0.64%
57	SPDR INDEX SHS FDS	78463X301	3,698	$427,301	0.63%
58	INVESCO INDIA EXCHANGE-TRADE	IVZ	16,402	$422,684	0.63%
59	3M CO	MMM	3,251	$419,608	0.62%
60	ISHARES INC	464286582	5,630	$411,835	0.61%
61	ISHARES INC	46434G103	7,800	$407,296	0.60%
62	ISHARES TR	464287184	13,144	$400,108	0.59%
63	ISHARES INC	464286285	10,513	$399,265	0.59%
64	SCHWAB STRATEGIC TR	808524300	13,824	$385,275	0.57%
65	INTERNATIONAL PAPER CO	460146103	7,020	$377,816	0.56%
66	AMGEN INC	AMGN	1,406	$366,333	0.54%
67	VANECK ETF TRUST	92189F866	23,410	$362,153	0.54%
68	ESSEX PPTY TR INC	297178105	1,255	$358,084	0.53%
69	ISHARES INC	464286665	8,163	$357,621	0.53%
70	INTEL CORP	INTC	17,789	$356,659	0.53%
71	SCHWAB STRATEGIC TR	808524706	13,228	$352,255	0.52%
72	ISHARES TR	46429B598	6,656	$350,372	0.52%
73	VANGUARD TAX-MANAGED FDS	921943858	7,089	$338,996	0.50%
74	FRANKLIN TEMPLETON ETF TR	FGDL	8,764	$332,156	0.49%
75	ELME COMMUNITIES	ELME	21,696	$331,302	0.49%
76	NIKE INC	NKE	4,360	$329,890	0.49%
77	VANECK ETF TRUST	92189F353	16,930	$329,617	0.49%
78	PPL CORP	PPLC	10,100	$327,846	0.49%
79	FRANKLIN TEMPLETON ETF TR	FGDL	11,410	$326,440	0.48%
80	DOW INC	DOW	8,122	$325,955	0.48%
81	MARSH & MCLENNAN COS INC	571748102	1,500	$318,615	0.47%
82	SALESFORCE INC	CRM	937	$313,100	0.47%
83	GE VERNOVA INC	GEV	921	$302,945	0.45%
84	FRANKLIN TEMPLETON ETF TR	FGDL	17,756	$300,044	0.45%
85	J P MORGAN EXCHANGE TRADED F	46641Q217	5,423	$297,668	0.44%
86	PROLOGIS INC.	PLDGP	2,795	$295,432	0.44%
87	ISHARES INC	46434G822	4,083	$273,969	0.41%
88	FIRST CTZNS BANCSHARES INC N	31946M103	128	$270,467	0.40%
89	RTX CORPORATION	RTX	2,323	$268,857	0.40%
90	ISHARES TR	464288182	3,592	$259,271	0.39%
91	ALTRIA GROUP INC	MO	4,900	$256,221	0.38%
92	KIMCO RLTY CORP	49446R109	10,854	$254,304	0.38%
93	BANK AMERICA CORP	060505104	5,573	$244,933	0.36%
94	VANGUARD INTL EQUITY INDEX F	922042858	5,529	$243,497	0.36%
95	ISHARES TR	46429B671	5,149	$241,282	0.36%
96	CITIGROUP INC	C-PR	3,334	$234,680	0.35%
97	SPDR INDEX SHS FDS	78463X889	6,841	$233,483	0.35%
98	ISHARES TR	464287465	3,068	$231,971	0.34%
99	VANGUARD SCOTTSDALE FDS	92206C771	5,051	$229,013	0.34%
100	ISHARES TR	464288885	2,358	$228,325	0.34%
101	ISHARES TR	464288588	2,458	$225,349	0.33%
102	ISHARES TR	464287861	4,327	$225,264	0.33%
103	ISHARES TR	46434V738	4,148	$223,909	0.33%
104	FORTUNE BRANDS INNOVATIONS I	FBIN	3,264	$223,029	0.33%
105	VORNADO RLTY TR	929042109	5,291	$222,424	0.33%
106	UMH PPTYS INC	903002103	11,612	$219,225	0.33%
107	AT&T INC	T-PC	9,337	$212,609	0.32%
108	VANGUARD CHARLOTTE FDS	92203J407	4,328	$212,288	0.32%
109	MARRIOTT INTL INC NEW	571903202	740	$206,416	0.31%
110	MONDELEZ INTL INC	609207105	3,425	$204,575	0.30%
111	HALEON PLC	HLNCF	17,073	$162,876	0.24%
112	PARAMOUNT GLOBAL	92556H206	11,132	$116,441	0.17%
113	WALGREENS BOOTS ALLIANCE INC	931427108	10,931	$101,982	0.15%
114	FORD MTR CO	345370860	10,234	$101,317	0.15%