0001214659-24-012834.txt : 20240723
0001214659-24-012834.hdr.sgml : 20240723
20240723114200
ACCESSION NUMBER: 0001214659-24-012834
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240723
DATE AS OF CHANGE: 20240723
EFFECTIVENESS DATE: 20240723
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Yoder Wealth Management, Inc.
CENTRAL INDEX KEY: 0001973967
ORGANIZATION NAME:
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: 241133401
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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06-30-2024
06-30-2024
false
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
Michael Yoder
Walnut Creek
CA
07-22-2024
0
103
154452805
INFORMATION TABLE
2
infotable.xml
ADOBE INC
COM
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AIRBNB INC
COM CL A
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ALPHABET INC
CAP STK CL C
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SH
SOLE
5334
0
0
ALPHABET INC
CAP STK CL A
02079K305
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1729
SH
SOLE
1729
0
0
AMAZON COM INC
COM
023135106
1181917
6116
SH
SOLE
6116
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
301095
1549
SH
SOLE
1549
0
0
APPLE INC
COM
037833100
11364002
53955
SH
SOLE
53955
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
570334
1402
SH
SOLE
1402
0
0
BLOCK INC
CL A
852234103
2550128
39543
SH
SOLE
39543
0
0
BROADCOM INC
COM
11135F101
335556
209
SH
SOLE
209
0
0
CHEVRON CORP NEW
COM
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COMCAST CORP NEW
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FLEXSHARES TR
IBOXX 5YR TRGT
33939L605
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HONEYWELL INTL INC
COM
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INTERCONTINENTAL EXCHANGE IN
COM
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S&P500 EQL FIN
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S&P500 EQL TEC
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S&P500 EQL DIS
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S&P500 EQL HLT
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FTSE RAFI 1000
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S&P500 EQL MAT
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IBONDS 26 TRM TS
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FALN ANGLS USD
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DOW JONES US ETF
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COM
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MARQETA INC
CLASS A COM
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MASTERCARD INCORPORATED
CL A
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CL A
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MICROSOFT CORP
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COM
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15+ YR US TIPS
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PROCTER AND GAMBLE CO
COM
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COM
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COM
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COM
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TECHNOLOGY
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VALUE ETF
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COM
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