0001214659-24-007157.txt : 20240419 0001214659-24-007157.hdr.sgml : 20240419 20240419115547 ACCESSION NUMBER: 0001214659-24-007157 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240419 DATE AS OF CHANGE: 20240419 EFFECTIVENESS DATE: 20240419 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: 24856397 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 X0202 13F-HR LIVE false false false 0001973967 XXXXXXXX 03-31-2024 03-31-2024 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 925-457-7075 Michael Yoder Walnut Creek CA 04-18-2024 0 108 153255705 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 209914 416 SH SOLE 416 0 0 AIRBNB INC COM CL A 009066101 4490211 27220 SH SOLE 27220 0 0 ALPHABET INC CAP STK CL C 02079K107 820529 5389 SH SOLE 5389 0 0 ALPHABET INC CAP STK CL A 02079K305 260958 1729 SH SOLE 1729 0 0 AMAZON COM INC COM 023135106 1126112 6243 SH SOLE 6243 0 0 AMERICAN TOWER CORP NEW COM 03027X100 295792 1497 SH SOLE 1497 0 0 APPLE INC COM 037833100 9531030 55581 SH SOLE 55581 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 587046 1396 SH SOLE 1396 0 0 BLOCK INC CL A 852234103 3344547 39543 SH SOLE 39543 0 0 BROADCOM INC COM 11135F101 292916 221 SH SOLE 221 0 0 CHEVRON CORP NEW COM 166764100 347817 2205 SH SOLE 2205 0 0 COMCAST CORP NEW CL A 20030N101 252470 5824 SH SOLE 5824 0 0 CONOCOPHILLIPS COM 20825C104 203648 1600 SH SOLE 1600 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 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59990 SH SOLE 59990 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 465254 4915 SH SOLE 4915 0 0 ISHARES TR 20 YR TR BD ETF 464287432 3163904 33438 SH SOLE 33438 0 0 ISHARES TR IBONDS 28 TRM TS 46436E833 237337 10820 SH SOLE 10820 0 0 ISHARES TR RUS TP200 GR ETF 464289438 470386 2411 SH SOLE 2411 0 0 ISHARES TR RUS TP200 VL ETF 464289420 285513 3741 SH SOLE 3741 0 0 ISHARES TR MSCI INTL QUALTY 46434V456 1384174 34901 SH SOLE 34901 0 0 ISHARES TR CORE US AGGBD ET 464287226 200973 2052 SH SOLE 2052 0 0 ISHARES TR DOW JONES US ETF 464287846 280517 2190 SH SOLE 2190 0 0 ISHARES TR IBOND DEC 2030 46436E593 531176 27352 SH SOLE 27352 0 0 ISHARES TR IBONDS 27 ETF 46435UAA9 447440 18800 SH SOLE 18800 0 0 ISHARES TR IBOXX HI YD ETF 464288513 204041 2625 SH SOLE 2625 0 0 ISHARES TR IBONDS DEC2026 46435GAA0 329130 13800 SH SOLE 13800 0 0 ISHARES TR IBONDS 27 TRM TS 46436E841 392232 17700 SH SOLE 17700 0 0 ISHARES TR IBONDS DEC 2030 46436E726 233260 10900 SH SOLE 10900 0 0 ISHARES TR IBONDS DEC 29 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