YANKCOM Partnership Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$204.4B

Holdings

316

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (316 positions)

#StockSharesValue% PortfolioType
1
VEAVanguard FTSE Developed Markets ETF
251,072$14.3B7.00%
2
SCHVSchwab Strategic Tr US Large-Cap Value ETF
431,200$11.9B5.84%
3
VOOVanguard Index Funds S&P 500 ETF
20,876$11.9B5.80%
4
IJHiShares Tr S&P Midcap 400 ETF
144,189$8.9B4.38%
5
IWYiShares Tr Russell Top 200 Growth ETF
31,231$7.7B3.77%
6
MSFTMicrosoft Corp
14,499$7.2B3.53%
7
AMZNAmazon.com Inc
28,447$6.2B3.05%
8
AAPLApple Computer Inc
24,406$5.0B2.45%
9
NVDANvidia Corp
29,533$4.7B2.28%
10
VWOVanguard FTSE Emerging Markets ETF
76,030$3.8B1.84%
11
SPDWSPDR Portfolio Developed World Ex-US ETF
86,755$3.5B1.72%
12
JPMJPMorgan Chase & Co
11,116$3.2B1.58%
13
IJRiShares Tr S&P Smallcap 600 Index ETF
27,071$3.0B1.45%
14
GOOGLAlphabet Inc Cap Stock Cl A
16,070$2.8B1.39%
15
AQLTiShares Core MSCI EAFE ETF
33,506$2.8B1.37%
16
SPYSPDR S&P 500 ETF
4,178$2.6B1.26%
17
TRVCCitigroup Inc
30,126$2.6B1.25%
18
AVGOBroadcom Inc
9,222$2.5B1.24%
19
METAMeta Platforms Inc (formerly Facebook Inc)
3,082$2.3B1.11%
20
IVViShares Core S&P 500 ETF
3,294$2.0B1.00%
21
A4SAmeriprise Financial Corp
3,428$1.8B0.90%
22
ABBVAbbVie Inc Common
9,766$1.8B0.89%
23
UNPUnion Pacific Corp
7,861$1.8B0.88%
24
CSCOCisco Systems Inc
24,352$1.7B0.83%
25
WMBWilliams Companies
26,674$1.7B0.82%
26
VNQVanguard REIT ETF
18,792$1.7B0.82%
27
MCDMcDonalds Corp
5,697$1.7B0.81%
28
XOMExxon Mobil Corp
15,024$1.6B0.79%
29
BRK/BBerkshire Hathaway Inc Class B
3,218$1.6B0.76%
30
ABTAbbott Laboratories
11,263$1.5B0.75%
31
VVisa Inc
4,295$1.5B0.75%
32
HONHoneywell Intl Inc
6,372$1.5B0.73%
33
4I1Philip Morris Inc
8,138$1.5B0.73%
34
PGProcter & Gamble Co
9,268$1.5B0.72%
35
RSPInvesco S&P 500 Equal Weight ETF
7,700$1.4B0.68%
36
MDTMedtronic Hldg Ltd
15,637$1.4B0.67%
37
FQIDigital Realty Tr Inc
7,604$1.3B0.65%
38
TSLATesla Motors Inc
4,098$1.3B0.64%
39
COSTCostco Wholesale Corp
1,296$1.3B0.63%
40
PEPPepsico Inc
9,708$1.3B0.63%
41
DGXQuest Diagnostics Inc
6,957$1.2B0.61%
42
BSCQInvesco Bulletshares 2026 Corporate Bond ETF
63,924$1.2B0.61%
43
MRKMerck & Co Inc
15,713$1.2B0.61%
44
QCOMQualcomm Inc
7,508$1.2B0.59%
45
LMTLockheed Martin Corp
2,565$1.2B0.58%
46
SHOPShopify Inc
10,224$1.2B0.58%
47
BKNGBooking Holdings
191$1.1B0.54%
48
QUALIshares MSCI USA Quality Factor ETF
6,000$1.1B0.54%
49
NVSNNovartis AG ADR
9,004$1.1B0.53%
50
JNJJohnson & Johnson Inc
7,042$1.1B0.53%
51
IWDIshares Russell 1000 Value ETF
5,249$1.0B0.50%
52
BSCPInvesco Bulletshares 2025 Corporate Bond ETF
47,811$988.8M0.48%
53
BACVerizon Communications
22,621$978.8M0.48%
54
GOOGAlphabet Inc Cap Stock Cl C
5,510$977.4M0.48%
55
IWFiShares Tr Russell 1000 Growth ETF
2,182$926.7M0.45%
56
BSCRInvesco Bulletshares 2027 Corporate Bond ETF
46,113$906.2M0.44%
57
DOWDow Inc
34,000$900.3M0.44%
58
HDHome Depot
2,442$895.3M0.44%
59
ALSAllstate Corporation
4,440$893.8M0.44%
60
CATCaterpillar Inc
2,261$877.7M0.43%
61
ETNEaton Corp
2,446$873.2M0.43%
62
PLDPrologis Inc Reit
8,263$868.6M0.42%
63
WMTWal-Mart Stores Inc
8,390$820.4M0.40%
64
CIBRFirst Trust Nasdaq Cybersecurity ETF
10,754$812.8M0.40%
65
CVXChevron Texaco Corp
5,626$805.6M0.39%
66
SBUXStarbucks Corp
8,700$797.2M0.39%
67
APDAir Products & Chemicals Inc
2,805$791.2M0.39%
68
NEENextera Energy Inc
11,202$777.6M0.38%
69
TRPTC Energy Corp
15,620$762.1M0.37%
70
PRUPrudential Financial
7,060$758.5M0.37%
71
FITBFifth Third Bancorp
18,364$755.3M0.37%
72
CRMSalesforce Inc
2,713$739.8M0.36%
73
FDXFedEx Corp
3,170$720.6M0.35%
74
DYHTarget Corporation
7,230$713.2M0.35%
75
HASHasbro Inc
9,660$713.1M0.35%
76
LLYEli Lilly & Co
894$696.9M0.34%
77
PYPLPayPal Holdings Inc
9,216$684.9M0.34%
78
DWDMorgan Stanley
4,715$664.2M0.32%
79
SLYVSPDR S&P 600 Small Cap Value ETF
8,158$650.7M0.32%
80
BXBlackstone Inc
4,329$647.5M0.32%
81
ENBEnbridge Inc
14,192$643.2M0.31%
82
CBChubb Ltd Ord
2,127$616.2M0.30%
83
RTXRTX Corporation (Formerly Raytheon Technologies)
4,196$612.7M0.30%
84
TELTE Connectivity PLC Registered Shares
3,615$609.7M0.30%
85
TFCTruist Financial Corp
14,006$602.1M0.29%
86
GLWCorning Inc
11,429$601.0M0.29%
87
HBANHuntington Bancshares Inc Corp Common
35,595$596.6M0.29%
88
AEPAmerican Electric Power Co Inc
5,674$588.7M0.29%
89
ECLEcolab Inc
2,155$580.6M0.28%
90
BSMRInvesco Bulletshares 2027 Municipal Bond ETF
23,226$545.1M0.27%
91
COPConoco Phillips
5,800$520.5M0.25%
92
BMTABritish American Tobacco PLC Sponsored ADR
10,939$517.7M0.25%
93
BSMQInvesco Bulletshares 2026 Municipal Bond ETF
21,440$505.1M0.25%
94
ADBEAdobe Systems Inc
1,278$494.4M0.24%
95
ITA*iShares Dow Jones US Aerospace And Defense Index Fund ETF
2,600$490.5M0.24%
96
NOCNorthrop Grumman Corp
974$487.0M0.24%
97
NFLXNetflix, Inc.
357$478.1M0.23%
98
ITOTIshares Core S&P Total US Stock Market ETF
3,500$472.6M0.23%
99
PNCPNC Financial Services Group
2,480$462.3M0.23%
100
BSCSInvesco Bulletshares 2028 Corporate Bond ETF
22,115$453.2M0.22%
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