Institutional Manager · CIK 0002014739

Yeomans Consulting Group, Inc.

Marietta, GA · File #028-24018

Latest AUM

$341.3M

Positions

113

Top-10 Concentration

63.0%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
NEW	VANGUARD CHARLOTTE FDS	92203J407	+407,361	+$19.7M	$0
NEW	VANGUARD BD INDEX FDS	921937835	+259,795	+$19.2M	$0
EXITED	VANGUARD BD INDEX FDS	921937819	-243,563	-$19.0M	$0
NEW	SEI EXCHANGE TRADED FUNDS	81589A205	+367,435	+$16.9M	$0
NEW	ISHARES TR	464288877	+220,550	+$15.7M	$0
EXITED	ISHARES TR	46432F396	-59,839	-$15.3M	$0
EXITED	PACER FDS TR	69374H360	-399,396	-$14.6M	$0
NEW	ISHARES TR	464288869	+66,718	+$10.5M	$0
ADD	VANGUARD MUN BD FDS	922907746	+202,118	+$10.2M	+$32,658
EXITED	DIMENSIONAL ETF TRUST	25434V807	-193,749	-$9.0M	$0

Sector Allocation

Financials

7.0%$24.0M

Technology

4.2%$14.2M

Consumer Staples

1.5%$5.0M

Consumer Discretionary

1.2%$4.2M

Communication Services

0.8%$2.6M

0.4%$1.5M

0.3%$922,160

0.2%$691,070

0.2%$664,857

0.2%$633,508

Filing History

Jan 7, 202613F HOLDINGS REPORTQ/E Dec 2025113 pos · $341.3M
Oct 16, 202513F HOLDINGS REPORTQ/E Sep 202599 pos · $289.7M
Jul 21, 202513F HOLDINGS REPORTQ/E Jun 2025100 pos · $242.0M
May 5, 202513F HOLDINGS REPORTQ/E Mar 202568 pos · $258.7M
Jan 17, 202513F HOLDINGS REPORTQ/E Dec 202497 pos · $267.0M
Oct 24, 202413F HOLDINGS REPORTQ/E Sep 202485 pos · $267.5M
Jul 25, 202413F HOLDINGS REPORTQ/E Jun 202490 pos · $258.7M
Apr 30, 202413F HOLDINGS REPORTQ/E Mar 202472 pos · $228.4M
Mar 14, 202413F HOLDINGS REPORTQ/E Mar 202466 pos · $200.8M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD INDEX FDS	922908637	101,070	$31.8M	10.04%
2	ISHARES GOLD TR	IAU	331,438	$26.9M	8.49%
3	INVESCO QQQ TR	IVZ	36,854	$22.6M	7.14%
4	VANGUARD CHARLOTTE FDS	92203J407	407,361	$19.7M	6.21%
5	VANGUARD BD INDEX FDS	921937835	259,795	$19.2M	6.07%
6	SEI EXCHANGE TRADED FUNDS	81589A205	367,435	$16.9M	5.35%
7	ISHARES TR	464288877	220,550	$15.7M	4.97%
8	VANGUARD MUN BD FDS	922907746	310,975	$15.6M	4.93%
9	ISHARES TR	464287234	285,278	$15.6M	4.92%
10	ISHARES TR	464287465	160,433	$15.4M	4.86%
11	ISHARES TR	464288869	66,718	$10.5M	3.32%
12	VANGUARD MALVERN FDS	922020805	151,299	$7.5M	2.36%
13	VANGUARD WHITEHALL FDS	921946885	107,410	$7.2M	2.28%
14	ISHARES TR	46429B689	82,525	$7.1M	2.25%
15	DIMENSIONAL ETF TRUST	25434V781	140,272	$5.3M	1.68%
16	ISHARES TR	464288158	49,074	$5.2M	1.65%
17	DIMENSIONAL ETF TRUST	25434V724	112,065	$5.2M	1.65%
18	COCA COLA CO	KO	68,942	$4.8M	1.52%
19	SEI EXCHANGE TRADED FUNDS	81589A106	109,229	$4.3M	1.34%
20	ISHARES U S ETF TR	46431W812	168,508	$4.2M	1.31%