Fund HoldingsYANKCOM Partnership

Total Portfolio Value
$204.40M
Total Bought
$23.09M
Total Sold
$7.01M
Net Transaction
+$16.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
iShares Tr Russell Top 200 Growth ETF031,231+31,23107,6993.77%+7,699
Microsoft Corp(MSFT)014,499+14,49907,2123.53%+7,212
Vanguard FTSE Developed Markets ETF251,500251,072-42812,78414,3147.00%+1,530
Nvidia Corp(NVDA)029,533+29,53304,6662.28%+4,666
Vanguard Index Funds S&P 500 ETF020,876+20,876011,8595.80%+11,859
Schwab Strategic Tr US Large-Cap Value ETF0431,200+431,200011,9315.84%+11,931
Shopify Inc(SHOP)010,224+10,22401,1790.58%+1,179
iShares Tr S&P Midcap 400 ETF0144,189+144,18908,9434.38%+8,943
Broadcom Inc(AVGO)09,222+9,22202,5421.24%+2,542
Amazon.com Inc(AMZN)028,447+28,44706,2413.05%+6,241
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
25,99433,506+7,5121,9662,7971.37%+831
Vanguard FTSE Emerging Markets ETF68,38976,030+7,6413,0953,7611.84%+666
Blackstone Inc(BX)04,329+4,32906480.32%+648
JPMorgan Chase & Co(JPM)011,116+11,11603,2231.58%+3,223
Meta Platforms Inc (formerly Facebook Inc)(META)3,0903,082-81,7812,2751.11%+494
Alphabet Inc Cap Stock Cl A(GOOG)016,070+16,07002,8321.39%+2,832
Citigroup Inc(C)30,12630,12602,1392,5641.25%+426
SPDR S&P 500 ETF(SPY)04,178+4,17802,5811.26%+2,581
SPDR Portfolio Developed World Ex-US ETF
ST STR PO EX ETF
86,75586,75503,1593,5131.72%+354
Ameriprise Financial Corp(AMP)03,428+3,42801,8300.90%+1,830
Digital Realty Tr Inc(DLR)07,604+7,60401,3260.65%+1,326
Eaton Corp(ETN)02,446+2,44608730.43%+873
Tesla Motors Inc(TSLA)04,098+4,09801,3020.64%+1,302
Cisco Systems Inc(CSCO)24,04324,352+3091,4841,6900.83%+206
Morgan Stanley(MS)04,715+4,71506640.32%+664
iShares Core S&P 500 ETF03,294+3,29402,0451.00%+2,045
iShares Tr S&P Smallcap 600 Index ETF027,071+27,07102,9591.45%+2,959
Philip Morris Inc(PM)8,1768,138-381,2981,4820.73%+184
Fifth Third Bancorp(FITB)018,364+18,36407550.37%+755
Honeywell Intl Inc(HON)06,372+6,37201,4840.73%+1,484
Invesco Bulletshares 2028 Municipal Bond ETF
BULSHS 2028 MUNI
015,030+15,03003490.17%+349
Invesco Bulletshares 2030 Municipal Bond ETF
INVSC 30 MUNI BD
07,900+7,90001700.08%+170
Invesco Bulletshares 2029 Municipal Bond ETF
BULSHS 2029 MUNI
012,084+12,08402740.13%+274
Booking Holdings(BKNG)0191+19101,1060.54%+1,106
Invesco Bulletshares 2034 Corporate Bond ETF
BULL 2034 CO ETF
9808,866+7,886201840.09%+164
Caterpillar Inc(CAT)02,261+2,26108780.43%+878
Invesco Bulletshares 2026 Municipal Bond ETF
BULSHS 2026 MUNI
021,440+21,44005050.25%+505
Invesco Bulletshares 2027 Municipal Bond ETF
BULSHS 2027 MUNI
023,226+23,22605450.27%+545
Netflix, Inc.(NFLX)353357+43294780.23%+149
Alphabet Inc Cap Stock Cl C(GOOG)05,510+5,51009770.48%+977
iShares Tr Russell 1000 Growth ETF02,182+2,18209270.45%+927
First Trust Nasdaq Cybersecurity ETF
NASDAQ CYB ETF
010,754+10,75408130.40%+813
Qualcomm Inc(QCOM)6,9177,508+5911,0631,1960.59%+133
Lockheed Martin Corp(LMT)02,565+2,56501,1880.58%+1,188
TE Connectivity PLC Registered Shares(TEL)03,615+3,61506100.30%+610
Hasbro Inc(HAS)9,6109,660+505917130.35%+122
Spotify Technology Sa Corp(SPOT)171276+105942120.10%+118
PayPal Holdings Inc(PYPL)09,216+9,21606850.34%+685
Servicenow Inc(NOW)0428+42804400.22%+440
Visa Inc(V)4,0624,295+2331,4241,5250.75%+101
Corning Inc(GLW)011,429+11,42906010.29%+601
Williams Companies(WMB)026,674+26,67401,6750.82%+1,675
iShares Dow Jones US Aerospace And Defense Index Fund ETF2,6002,60003984910.24%+92
Novartis AG ADR(NVS)8,9609,004+449991,0900.53%+91
Vanguard REIT ETF17,52518,792+1,2671,5861,6740.82%+88
Progressive Corp(PGR)7261,066+3402052840.14%+79
Huntington Bancshares Inc Corp Common(HBAN)035,595+35,59505970.29%+597
Quest Diagnostics Inc(DGX)6,9436,957+141,1751,2500.61%+75
Ishares MSCI USA Quality Factor ETF
MSCI USA QLT FCT
06,000+6,00001,0970.54%+1,097
RTX Corporation (Formerly Raytheon Technologies)(RTX)4,0904,196+1065426130.30%+71
KKR & Company Inc(KKR)8731,275+4021011700.08%+69
Trade Desk Inc Class A(TTD)01,645+1,64501180.06%+118
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
07,700+7,70001,3990.68%+1,399
British American Tobacco PLC Sponsored ADR(BTI)11,01510,939-764565180.25%+62
Lam Research Corp. Ordinary Shares(LRCX)2,3292,376+471692310.11%+62
Union Pacific Corp(UNP)7,4117,861+4501,7511,8090.88%+58
VanEck Intermediate Muni ETF
INTRMDT MUNI ETF
01,272+1,2720580.03%+58
Adobe Systems Inc(ADBE)01,278+1,27804940.24%+494
Invesco QQQ Trust Series 1 ETF585600+152743310.16%+57
Synopsys Inc(SNPS)0537+53702750.13%+275
Intuit Inc(INTU)337329-82072590.13%+52
Ecolab Inc(ECL)2,0862,155+695295810.28%+52
Salesforce Inc(CRM)02,713+2,71307400.36%+740
Intuitive Surgical Inc0827+82704490.22%+449
Ishares Core S&P Total US Stock Market ETF03,500+3,50004730.23%+473
Wingstop Inc(WING)369382+13831290.06%+45
Palo Alto Networks Inc Common(PANW)01,368+1,36802800.14%+280
iShares MSCI KLD 400 Social Index ETF3,2033,20303283720.18%+44
Invesco Bulletshares 2028 Corporate Bond ETF
INVSCO BLSH 28
022,115+22,11504530.22%+453
PNC Financial Services Group(PNC)02,480+2,48004620.23%+462
ASML Holdings NV ADR
N Y REGISTRY SHS
202221+191341770.09%+43
Invesco Bulletshares 2030 Corporate Bond ETF
INVSCO 30 CORP
9,80012,200+2,4001632050.10%+42
Invesco Bulletshares 2029 Corporate Bond ETF
BULETSHS 2029
014,784+14,78402760.14%+276
Abbott Laboratories11,25111,263+121,4921,5320.75%+39
Datadog Inc Cl A(DDOG)0976+97601310.06%+131
Amphenol Corp01,610+1,61001590.08%+159
Truist Financial Corp(TFC)014,006+14,00606020.29%+602
Invesco Bulletshares 2027 Corporate Bond ETF
BULSHS 2027 CB
046,113+46,11309060.44%+906
Ishares Russell 1000 Value ETF5,2495,24909881,0200.50%+32
Xylem Inc(XYL)3,0003,004+43583890.19%+30
Viking Therapeutics Inc(VKTX)02,139+2,1390570.03%+57
Chipotle Mexican Grill Inc(CMG)03,945+3,94502220.11%+222
TC Energy Corp(TRP)15,52415,620+967337620.37%+29
Invesco BulletShares 2033 Corporate Bond ETF
BUL 2033 COR ETF
5,0726,296+1,2241061330.07%+28
Home Depot(HD)02,442+2,44208950.44%+895
Monolithic Power Systems Inc(MPWR)0163+16301190.06%+119
Equity Lifestyle Properties Inc(ELS)0379+3790230.01%+23
Draftkings Inc New Class A(DKNG)01,623+1,6230700.03%+70
United Rentals Inc(URI)0124+1240930.05%+93
Bankamerica Corp03,614+3,61401710.08%+171
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