Long-term investor
Yoder Wealth Management, Inc. @yoderwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001973967).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months +9.6% · 1 year +17.0% · all +17.0%
- Max drawdown -3.1% · Sharpe 0.85 · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FTEC · 11.6% · long · since 2025-06-30
- AAPL · 5.0% · long · since 2025-06-30
- RSPT · 4.1% · long · since 2025-06-30
- FCOM · 3.2% · long · since 2025-06-30
- FNCL · 3.1% · long · since 2025-06-30
- FIDU · 3.1% · long · since 2025-06-30
- FHLC · 3.1% · long · since 2025-06-30
- VUG · 2.8% · long · since 2025-06-30
- FDIS · 2.7% · long · since 2025-06-30
- USFR · 2.6% · long · since 2025-06-30
- QUAL · 2.6% · long · since 2025-06-30
- VIG · 2.5% · long · since 2025-06-30