0001214659-23-010779.txt : 20230804
0001214659-23-010779.hdr.sgml : 20230804
20230804134324
ACCESSION NUMBER: 0001214659-23-010779
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230804
DATE AS OF CHANGE: 20230804
EFFECTIVENESS DATE: 20230804
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Yoder Wealth Management, Inc.
CENTRAL INDEX KEY: 0001973967
IRS NUMBER: 853516552
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23266
FILM NUMBER: 231143273
BUSINESS ADDRESS:
STREET 1: 2033 N MAIN ST #1060
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
BUSINESS PHONE: 925-691-5600
MAIL ADDRESS:
STREET 1: 2033 N MAIN ST #1060
CITY: WALNUT CREEK
STATE: CA
ZIP: 94596
13F-HR
1
primary_doc.xml
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0001973967
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06-30-2023
06-30-2023
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Yoder Wealth Management, Inc.
2033 N MAIN ST #1060
WALNUT CREEK
CA
94596
13F HOLDINGS REPORT
028-23266
000291826
801-115215
N
Michael Yoder
Chief Compliance Officer
925-457-7075
Micheal Yoder
Walnut Creek
CA
08-03-2023
0
82
126952380
INFORMATION TABLE
2
infotable.xml
ADOBE SYSTEMS INCORPORATED
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AIRBNB INC
COM CL A
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ALPHABET INC
CAP STK CL C
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0
ALPHABET INC
CAP STK CL A
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AMAZON COM INC
COM
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859203
6591
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APPLE INC
COM
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59653
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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1370
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BLOCK INC
CL A
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39543
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BOEING CO
COM
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990
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BROADCOM INC
COM
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CHEVRON CORP NEW
COM
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S&P SMLCP INFO
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ISHARES TR
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ISHARES TR
FALN ANGLS USD
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PHILIP MORRIS INTL INC
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PIMCO ETF TR
15+ YR US TIPS
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PROCTER AND GAMBLE CO
COM
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SALESFORCE INC
COM
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SCHWAB STRATEGIC TR
SCHWAB FDT US SC
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
SCHWAB FDT US BM
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SCHWAB STRATEGIC TR
US TIPS ETF
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SPDR SER TR
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SPDR SER TR
PORTFLI TIPS ETF
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TESLA INC
COM
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VALUE ETF
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VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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WISDOMTREE TR
EM EX ST-OWNED
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