Fund Holdings

Yoffe Investment Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)6,2126,21201,274,5321,581,8262.06%+307,294
ABBVIE INC(ABBV)01,018+1,0180235,7080.31%+235,708
CATERPILLAR INC(CAT)2,6372,63701,023,7831,258,3351.64%+234,552
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS(BP)06,363+6,3630219,2690.29%+219,269
VANGUARD SMALL CAP ETF14,45914,337-1223,426,5683,645,5224.74%+218,954
INTEL CORP(INTC)17,37817,3780389,256583,0150.76%+193,759
BANK NEW YORK MELLON COR10,20010,2000929,3221,111,3921.45%+182,070
GE AEROSPACE(GE)3,6853,6850948,4821,108,5221.44%+160,040
SPDR S&P CHINA ETF9,1269,1260798,958957,9281.25%+158,970
JPMORGAN CHASE & CO(JPM)5,5555,560+51,610,3841,753,8542.28%+143,470
GOLDMAN SACHS GROUP INC(GS)1,3961,3960987,9841,111,6651.45%+123,681
JOHNSON & JOHNSON(JNJ)3,7483,7480572,502694,9480.90%+122,446
VANGUARD EXTENDED MARKETETF6,6296,633+41,277,5611,388,5271.81%+110,966
ISHARES LATIN AMERICA 40ETF37,09937,0990972,3521,071,7761.39%+99,424
WALMART INC(WMT)18,68618,687+11,827,1441,925,9102.51%+98,766
VANECK AFRICA INDEX ETF23,41023,4100471,946570,5020.74%+98,556
CSX CORP(CSX)31,77031,77001,036,6551,128,1531.47%+91,498
SIMON PPTY GROUP INC NEWREIT(SPG)3,3833,3830543,851634,8880.83%+91,037
MICROSOFT CORP(MSFT)4,2004,20002,089,0512,175,3162.83%+86,265
HOME DEPOT INC(HD)2,2242,225+1815,518901,3821.17%+85,864
GE VERNOVA INC(GEV)9219210487,347566,3230.74%+78,976
FRANKLIN FTSE ASIA EX JAPAN ETF27,43727,4370713,368792,3111.03%+78,943
VANGUARD MID CAP ETF5,3455,34501,495,8641,569,9062.04%+74,042
JPMORGAN BETABUILDERS CANADA ETF10,66610,676+10860,764931,2961.21%+70,532
SCHWAB US SMALL CAP ETF26,53726,5370671,380740,3750.96%+68,995
UNITEDHEALTH GROUP INC(UNH)2,0572,0570641,650710,3290.92%+68,679
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS(GSK)13,65713,6570524,429589,4360.77%+65,007
VANGUARD S&P 500 ETF1,3661,3660776,155836,7551.09%+60,600
ISHARES CHINA LARGE CAP ETF13,18613,1860484,727542,4830.71%+57,756
SCHWAB INTERNATNAL SMALLCAP EQY ETF19,33719,3370823,568880,0331.14%+56,465
ISHARES MSCI CHINA ETF5,1495,1490283,710339,0620.44%+55,352
ISHARES MSCI EMERGING MARKETS AS ETF5,9915,9910494,557549,6740.72%+55,117
CITIGROUP INC(C)3,3343,3340283,790338,4010.44%+54,611
RTX CORP(RTX)2,3262,327+1339,658389,4390.51%+49,781
SPDR S&P EMERGING ASIA PACIFIC ETF3,7023,7020467,894514,6080.67%+46,714
TRAVELERS COS INC(TRV)3,9873,98701,066,6201,113,1851.45%+46,565
ISHARES CORE MSCI EMERGING ETF7,8007,8000468,212514,1510.67%+45,939
FRANKLIN FTSE CANADA ETF12,33012,3300514,793559,8320.73%+45,039
ISHARES CORE MSCI PACIFIC ETF9,2219,2210633,460677,0740.88%+43,614
SCHWAB EMERGING MARKETS EQUITY ETF13,22813,2280398,684441,4100.57%+42,726
VGRD FTSE ALL WRLD EX USSML CAP ETF5,2125,2120700,441742,9710.97%+42,530
ISHARES MSCI JAPAN SMALLCAP ETF5,6305,6300477,931518,1850.67%+40,254
VANGUARD FTSE PACIFIC ETF7,0087,0080575,884615,5470.80%+39,663
SCHWAB US LARGE CAP GROWTH ETF13,82413,8240403,799441,1240.57%+37,325
AMERICAN EXPRESS CO(AXP)2,8042,8040894,467931,4261.21%+36,959
ALTRIA GROUP INC(MO)4,9004,9000287,287323,6940.42%+36,407
CHEVRON CORP NEW(CVX)2,9722,973+1425,612461,6560.60%+36,044
MERCK & CO. INC.(MRK)7,3367,338+2580,718615,9170.80%+35,199
PPL CORP(PPL)10,10010,1000342,289375,3160.49%+33,027
ISHARES MSCI ALL COUNT ASA EX JP ETF3,5923,5920296,771327,6620.43%+30,891
MCDONALDS CORP(MCD)2,4852,4850726,117755,2440.98%+29,127
FRANKLIN FTSE LATIN AMERICA ETF16,69816,6980362,514391,3360.51%+28,822
AFLAC INC(AFL)4,4964,4960474,148502,2030.65%+28,055
VANGUARD EMERGING MARKT GOVT BND ETF16,95716,979+221,108,1301,135,9251.48%+27,795
FRANKLIN FTSE JAPAN ETF11,41011,4100366,832394,3300.51%+27,498
PROLOGIS INC REIT(PLD)2,7952,7950293,810320,0830.42%+26,273
VANGUARD FTSE EMERGING MARKETS ETF5,5295,5290273,464299,5610.39%+26,097
JPMORGAN BETABUILDERS JAPAN ETF5,4235,4230335,033359,6530.47%+24,620
BANK OF AMERICA CORP5,5735,5730263,714287,5110.37%+23,797
JPMORGAN BETABUILDERS EUROPE ETF10,64210,6420717,929740,8100.96%+22,881
ISHARES JPMORGAN USD MTSBOND ETF8,2328,245+13762,477784,8661.02%+22,389
VANGUARD FTSE EUROPE ETF9,2659,270+5718,076739,7630.96%+21,687
ISHARES MSCI JAPAN ETF4,0834,0830306,103327,4970.43%+21,394
ISHARES MSCI CANADA ETF4,8694,8690224,948246,1280.32%+21,180
VANGUARD GLBAL EX US REAL ESTATE ETF13,31013,3100614,270635,4330.83%+21,163
BERKSHIRE HATHAWAY CLASS B1,2411,2410602,841623,9000.81%+21,059
ELME COMMUNITIES REIT REIT21,71621,726+10345,290366,3070.48%+21,017
VANGUARD FTSE DEVELOPED MARKETS ETF7,0897,0890404,144424,7730.55%+20,629
EXXON MOBIL CORP4,0154,019+4432,834453,1540.59%+20,320
ISHARES MSCI PACIFIC EX JAPAN ETF8,1638,1630403,007420,8840.55%+17,877
BOEING CO(BA)2,5262,5260529,273545,1870.71%+15,914
SPDR PORTFOLIO DVLPD WRLD EX-US ETF6,8416,8410276,992292,7260.38%+15,734
UNION PAC CORP(UNP)2,4002,4000552,192567,2880.74%+15,096
ISHARES MSCI EAFE ETF3,0683,0680274,249286,4590.37%+12,210
VORNADO RLTY TR REIT(VNO)5,2915,2910202,319214,4350.28%+12,116
FORD MTR CO DEL(F)10,23410,2340111,039122,3990.16%+11,360
VERIZON COMMUNICATIONS I(VZ)14,79514,799+4640,187650,4260.85%+10,239
ISHARES EUROPE ETF4,3274,3270273,683283,3320.37%+9,649
3M CO(MMM)3,2523,2520495,017504,6510.66%+9,634
KIMCO RLTY CORP REIT(KIM)10,88310,898+15228,771238,1170.31%+9,346
ISHARES CORE MSCI EUROPEETF4,1484,1480274,598282,5620.37%+7,964
SPDR PORTFOLIO HIGH YIELD BND ETF22,25322,439+186529,622537,2010.70%+7,579
ISHARES JP MRGN EM HIGH YLD BD ETF10,51310,5130409,672417,2410.54%+7,569
ISHARES MSCI EAFE GROWTHETF2,3582,3580264,096268,5290.35%+4,433
CONSTELLATION ENERGY COR(CEG)6666660214,958219,1610.29%+4,203
AMGEN INC(AMGN)1,4061,4060392,433396,6350.52%+4,202
VANECK EMERGING MRK HGH YLD BND ETF16,93016,9300335,543339,4360.44%+3,893
SPDR BLMBRG BRCLY HGH YDBND ETF4,9054,9050477,096480,6280.63%+3,532
VANGUARD MORTGAGE BACKEDSEC ETF5,0515,0510234,064237,1950.31%+3,131
ISHARES MBS ETF2,4582,4580230,782233,8790.30%+3,097
WALGREENS BOOTS ALLIANCE010,931+10,931000
VANGUARD TOTAL INTERNATIONAL BND ETF4,3284,3280214,279214,0630.28%-216
INTERNTNL PAPER CO(IP)7,0207,0200328,747325,7280.42%-3,019
NIKE INC CLASS CLASS B(NKE)4,3624,3620309,845304,1970.40%-5,648
AT&T INC(T)9,3449,346+2270,402263,9450.34%-6,457
CISCO SYS INC(CSCO)11,95611,959+3829,476818,2061.06%-11,270
MONDELEZ INTL INC CLASS A(MDLZ)3,4253,4250230,982213,9600.28%-17,022
ESSEX PPTY TR INC REIT(ESS)1,2551,2550355,525335,7790.44%-19,746
FIRST CTZNS BANCSHARES ICLASS A(FCNCA)1281280250,428229,0120.30%-21,416
FRANKLIN FTSE INDIA ETF8,7648,7640349,070326,8100.43%-22,260
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